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3. Customer Insights and Relationship Management

AI Summaries for Customers

Use AI to summarize and pull out action items from your screen recordings like Loom or Droplr

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How to Use This Doc:

Copy this doc
Clear Template
Use the “Add a New Transcript Button”
Wait and let AI create magic!
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Make It Your Own:

Add/delete columns that you want AI on
Adjust the settings of the current AI within the column options by clicking “edit AI”
Make the doc your own and share with your team!

Video Instructions:

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Add a New Transcript
Summary Table
1
Re-Use?
Date Created
Search
Topic/Title
Transcript
Summary
First Person Summary
Action Items
Simple Language
Sentiment
Re-Use?
i
Video Link
Date Created
1
Student Eval Generator Info
Open
Jen from the support team provides troubleshooting tips for the AI generated student evaluator template. If the button doesn't work, check if the status says "ready." If it does, the button won't work. Also, the column for the status may be hidden, so unhide it to edit and make the button show up. Another issue may be that the API key wasn't set up initially, causing a red dot error. To fix this, click on the account and add it or copy the API key from the OpenAI pack. To ensure everything is working, go to insert and click on packs, then select an account to connect. If the report is still grayed out, click on sign in again. If these efforts don't work, contact support and share the doc with the link and sharing permission turned on.
I'm Jen from the support team and I'm here to help troubleshoot the AI generated student evaluator template. If the button isn't working, it might be because the status doesn't say "ready" or the column might be hidden on your doc. You can unhide it by clicking the little "I" and then be able to edit to let the button show up. Another reason might be that you didn't set it up correctly initially, so you might need to create an API key from the OpenAI login. If all troubleshooting efforts haven't worked, please reach out to support and share your doc with us by clicking on the share dialogue. Copy the link and share it with us along with a summary of what you're experiencing, and we'll be able to assist.
To find action items from the transcript, follow these steps:
Check the status column to ensure that it says "ready" to enable the button.
If the status column is hidden, click on the "I" icon to unhide it and edit the column to enable the button.
Make sure that you have set up the template correctly by adding your API key from OpenAI login.
If there is still an error, click on the button to add an account or connect to an existing one.
Check the settings in the OpenAI pack to make sure that everything is connected and working correctly.
If the report is still grayed out, try signing in again and sharing the doc with CODA support for further assistance.
To troubleshoot issues with the AI generated student evaluator template, there are a few things to check. If the button is grayed out, check if the status column is hidden and unhide it. If the button still doesn't work, make sure the template is set up correctly by entering the API key from OpenAI login. If there is an error, click on the red dot and either add a new account or connect to an existing one. To further troubleshoot, check the OpenAI pack in the Insert menu and click on Sign In again. If all else fails, share the doc with Coda support by clicking on the share dialogue and sending the link with sharing permission turned on along with a summary of the issue.
The sentiment of the transcript cannot be determined as it is a troubleshooting guide for a technical issue.
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7/16/2023
2
How to Use This Doc
Open
This transcript explains how to use AI to summarize a loom video or a droppler to summarize a transcript from conversations. The speaker provides a template that users can copy and customize for their own use. The template includes columns for AI to work on, such as summarizing the transcript in first person, finding action items, and pulling out sentiment. Users can also add other options, such as simpler language or translations. The speaker also suggests using the "re-use this video" feature to build a library of resources. Users can input the transcript into the template and let AI do the rest.
I created a template for using AI to summarize transcripts from loom videos or droppr conversations. I often use this to support customers at Kota. To use the template, first copy the doc and clear out any sample data. Then customize the template by adding additional columns for AI to work with. I've included options for summarizing in first person, finding action items from the transcript, and extracting sentiment. There are also additional options for using simpler language or translations. I've added a "reuse this video" feature for building a library of resources. To use, simply input the transcript into the designated column and let AI do the rest.
To find action items from the transcript provided, you will need to set up additional columns for the AI to do some work. The speaker in the transcript recommends using a "I find action items from the transcript" column to get a bulleted list of action items. Additionally, there are other AI options available such as using simpler language or translations. Once you have set up the necessary columns, you can paste in the transcript and let the AI do the rest of the work for you. The speaker also suggests reusing the video and adding the link to it in the document for future reference. Overall, using this template to summarize transcripts can be a valuable tool in supporting customers or for personal use.
Copy the template and clear out any sample data. Use the "edit AI" button to set up additional columns for AI to work with. You can use AI to summarize the transcript in first person, extract action items, and pull out sentiment. There are other AI options available as well, such as simpler language or translations. Consider adding a "reuse this" option to build a library of resources. Pop in the transcript and let AI do the rest of the work. The table at the bottom shows the breakouts of what AI is spitting out for you.
The sentiment analysis feature is available in this template, however, it may not be useful in all scenarios. To add sentiment analysis to your document, use the "Add column" function and select "Sentiment" from the AI options. If it is not needed, feel free to delete this column.
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7/16/2023
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Student Eval Generator Info
0:01 Jen here from the support team to talk through a couple troubleshooting tips with the AI generated student evaluator template that you might be working off of. 0:10 So there's a few things that will cause this button to not work. Now the first one is, as you can see here, that the status, may not say ready. 0:29 So if the status says ready, you're not going to be able to press this button. You can see as soon as I change that. 0:36 So if your button is grayed out, that's a good place to check. This column may be hidden on your doc. 0:44 So if you're looking at, this and you can't see the status column, you're not sure where that is. What you can do is go ahead and click this little I right here, unhide it, and then allow you to be able to edit right in here to be able to let that button show up. 1:02 So that's one way that you might be running into issues with the button. The other is that you may not have set it up correctly. 1:08 So initially when you copied the d***, it may have asked for your API key. So you needed to create that from the OpenAI login. 1:21 If you didn't do that and set that up initially, this will probably be showing up this way. So you can see there's a little red dot there, that means there's an error and it's not quite working. 1:29 Click on this. And if I click into here, you can see this is red, which means that it's not recognizing that we have an account. 1:40 So there's a few ways that I can fix that. I can click on here to click an account and click add account. 1:47 Now I've set this up in the d*** before, so it's not going to have me add my. Okay. So I can click on the API key here, but if you have done it, if you have not done it before, you would just copy it from the open AI pack. 2:01 But if you have done it before, you would just click on this and click connect. Now, another place that you could go in and check to make sure that everything is working correctly is if you go in here to insert and click on packs. 2:13 So I can see the open AI pack. Here, then if I click on the settings, you can see there is nothing connected here. 2:20 It says select an account. So same thing, I can add a new one here if I needed to. I could select the one that I may have already set up and do that process. 2:31 You can see if I hop back in here and go to insert packs. If you are running into issues as well, the report is grayed out. 2:41 You've checked the status and all that stuff. A good place to go to troubleshoot is to also come over here and if you see that you're logged in here, it says your name, click on sign in again. 2:53 So try that, see if that helps anything. If all of those troubleshooting efforts have not yet worked, please re- reach out to support. 3:02 We'll ask that you share your doc with us by clicking on that share dialogue. Click on this little toggle here to share with CODA support. 3:11 Perfect. And then you're going to grab the link, copy the link and when you write into us, please reach out with that link and that sharing permission turned on and a summary of what you're- experiencing and we'll be able to assist.
How to Use This Doc
0:00 Hey there, this is Jen from Kota. So I am working on this template for you for how to use AI to summarize a loom video or a droppler, whatever tool you're using, to summarize a transcript from those conversations. 0:16 To be able to send to particularly customers in my use case, but could be anyone. I use this a lot. 0:22 It's really helped me to be able to support my. Customers here at Kota really, really well. So I want to work through how you can use this template. 0:30 First thing you're going to want to do is copy this doc so you can press this button here and create your own version of it. 0:36 And then you're going to want to clear this out. So this will remove any of the data that I've gotten here as a sample for you. 0:44 From there, you can make this your own. So feel free to delete other things, change the- columns, all this stuff. 0:49 And I'll walk through a little bit of where you go from here and how to use this. So what you're going to do is set up any other additional columns that you want for AI to do some work. 1:01 So you can come in here and you can see what I've already done. And if you click edit AI, you can see that what's happening is AI is going to summarize what I pop into. 1:12 So I'm going to use this transcript canvas column here. The next thing here is I've asked AI to summarize the transcript in first person. 1:21 As you can see, it changes the language a little bit there. Then I've added some additional columns that I think could be helpful. 1:27 So we've got this I find action items from the transcript. I use this a lot just to get that bulleted list. 1:38 You can use AI to do simpler language. And then I've got this sentiment, pull out the sentiment. It's not super helpful in this scenario, but it might be in some of yours. 1:50 So if you want it, you've got it. If not feel free to get rid of it. Then there's a few other things you can use. 1:55 So if we click in here and I click AI, you can see all of the other options. That you could potentially add to this doc. 2:04 I did use the simpler language. You could use shortened, you could translate. I find AI translations to be much better than regular Google translate. 2:14 So that could be something that's really cool as well. So give that a try and see if there's anything else that you want to add to your template. 2:20 So you can use it. Then other things that I've added on here is a reuse this video. So I use this when I'm building something out, if I have a general resource that I'm able to share with multiple people, it doesn't have any particular customer information this can be really helpful to 2:40 build your kind of library of resources. So I would click reuse this. I would also pop in the link to the video. 2:48 So let me grab a link here. And right now I've got this embedding. So you can actually see the video in there and then the date that this row was created. 3:04 So I can also add a video to this filter bar here. You could add some more to be able to filter out the reuse this option here. 3:10 So I get a customer writes in. I record a video, a loom video. I just go in here. I pop in the transcripts in here. 3:24 And then I let AI do the rest of the work there. You've also got down here just a view of that other table here showing you all of the breakouts of what AI is spitting out for you.
Topic/Title
Student Eval Generator Info
Video Link
Loading…
i
Re-Use?
Summary
Jen from the support team provides troubleshooting tips for the AI generated student evaluator template. If the button doesn't work, check if the status says "ready." If it does, the button won't work. Also, the column for the status may be hidden, so unhide it to edit and make the button show up. Another issue may be that the API key wasn't set up initially, causing a red dot error. To fix this, click on the account and add it or copy the API key from the OpenAI pack. To ensure everything is working, go to insert and click on packs, then select an account to connect. If the report is still grayed out, click on sign in again. If these efforts don't work, contact support and share the doc with the link and sharing permission turned on.
Action Items
To find action items from the transcript, follow these steps:
Check the status column to ensure that it says "ready" to enable the button.
If the status column is hidden, click on the "I" icon to unhide it and edit the column to enable the button.
Make sure that you have set up the template correctly by adding your API key from OpenAI login.
If there is still an error, click on the button to add an account or connect to an existing one.
Check the settings in the OpenAI pack to make sure that everything is connected and working correctly.
If the report is still grayed out, try signing in again and sharing the doc with CODA support for further assistance.
Sentiment
The sentiment of the transcript cannot be determined as it is a troubleshooting guide for a technical issue.
Simple Language
To troubleshoot issues with the AI generated student evaluator template, there are a few things to check. If the button is grayed out, check if the status column is hidden and unhide it. If the button still doesn't work, make sure the template is set up correctly by entering the API key from OpenAI login. If there is an error, click on the red dot and either add a new account or connect to an existing one. To further troubleshoot, check the OpenAI pack in the Insert menu and click on Sign In again. If all else fails, share the doc with Coda support by clicking on the share dialogue and sending the link with sharing permission turned on along with a summary of the issue.
First Person Summary
I'm Jen from the support team and I'm here to help troubleshoot the AI generated student evaluator template. If the button isn't working, it might be because the status doesn't say "ready" or the column might be hidden on your doc. You can unhide it by clicking the little "I" and then be able to edit to let the button show up. Another reason might be that you didn't set it up correctly initially, so you might need to create an API key from the OpenAI login. If all troubleshooting efforts haven't worked, please reach out to support and share your doc with us by clicking on the share dialogue. Copy the link and share it with us along with a summary of what you're experiencing, and we'll be able to assist.
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