Pull the key points out of customer interview recordings
Rewatching long interview recordings to find the useful quotes takes hours.
Reported. She says it cut her research time by about 70 percent.
Tool
Zapier
Zapier connects your apps and can add AI steps and agents in between. These stories summarize interviews, research companies, and brief a firm on new inquiries.
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Before you start
Start with one small workflow and test it on a single example. Add an approval step before anything costly or customer-facing.
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Get a background brief on every new client inquiry
Researching every new inquiry by hand takes about an hour before you even know if the project is a good fit.
Reported. She says research that took about an hour now arrives in about five minutes.
Ask for a company research brief from a Slack channel
Looking up the basics on every company that comes across your desk is slow and repetitive.
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