Turn a week of customer calls into an insight brief
Customer requests, objections and the exact words customers use, with visuals ready for the team.
In the post: customer insight work went from a week to two hours.
- From Katie McPhee's post
- Runs every Friday afternoon
- Freemium
Connect the apps here, then add the workflow. Kavela runs the workflow when you press Run until you clear it to run on its own.
The workflow
Exactly what will run, and the app each step works in. You can change any step before you add the workflow.
Every Friday afternoon
- Granola
Read the week's call notes and transcripts.
In Granola
- Granola
Pull out requests, objections and the exact words customers use.
In Granola
Group the findings and pick the three most important.
By your agents, in Kavela
- Canva
Make a short brief with visuals for the team.
In Canva
Customize
What should the workflow know about you?
How should each step be done?
Which other apps should the workflow use, and how?
Where should results go, and how should each message read?
Take the workflow further
Each app below adds a step. Turn one on to see the step in the workflow above; the app joins the setup.
Notion Freemium
Adds each brief to a running insights page
Sign in once
Slack Free
Shares the brief with the team
Sign in once
What to expect
A second agent checks every run against the workflow's checklist before the result reaches you.
- Small slips are fixed first
- A result close to passing is corrected before the check.
- A miss goes back
- A result missing a check goes back with the exact gap and is redone.
- Three tries, then you
- If the result still falls short after three tries, you get the work and what is missing.
Put the workflow to work.
Connect the apps here, then add the workflow. Kavela runs the workflow when you press Run until you clear it to run on its own.