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AI Powered Call Notes

Let Coda handle the busy work so you can listen actively

Use this doc to log calls with customers. Coda AI will do some of the busy work for you.

Pull Notes from a call by including the transcript in the Transcript canvas, you can take notes manually if you want too.

From your Notes, feature requests will pulled into a Feature Request column

From your Notes, follow-up emails will be drafted into the Follow-up Email column

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Clear Sample Rows

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Log New Call:

Log New Call

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Calls

Calls

Call Date

Customer

Contact Name

Zoom Link

Transcript

Notes ✨

Feature Requests ✨

Follow-up Email ✨

Action Items ✨

6/12/2023

Scranton Paper Company

Dr. Crentist

Open

6/6/2023

Acme Corp

John Doe

Open

There are no rows in this table

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All Feature Requests

Reduction in manual work in supply chain operations

Experienced downtime that disrupts workflow

Difficulty navigating some parts of the software

Goals of further automating customer service processes and integrating with CRM software

Improved print quality due to brighter and heavier paper

Inconsistent delivery timings

Interest in environmentally friendly products

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All Action Items

Escalate downtime issue to technical team for immediate attention.

Offer additional personalized training sessions to ensure team is comfortable using all features.

Connect customer with integration specialist to integrate solution with their CRM software.

Arrange a follow-up call in the next quarter to ensure they're on track.

Follow up with the delivery team to ensure consistent delivery timings.

Send over information and samples of environmentally friendly paper products.

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Let Coda handle the busy work so you can listen actively

Calls

All Feature Requests

All Action Items

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