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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
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
0
Call Date
Customer
Contact Name
Zoom Link
Transcript
Notes ✨
Feature Requests ✨
Follow-up Email ✨
Action Items ✨
1
6/12/2023
Scranton Paper Company
Dr. Crentist
Open
Open
Open
Open
2
6/6/2023
Acme Corp
John Doe
Open
Open
Open
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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