AI Summaries for Customers

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.