How To Automate Your Sales Call Follow-up Process with AI | Google Meet + Zapier + Notta + OpenAI скачать в хорошем качестве

How To Automate Your Sales Call Follow-up Process with AI | Google Meet + Zapier + Notta + OpenAI

Join my free Futurise community (step-by-step guide and prompts inside): https://futurise.com Get 10% off your first Notta purchase: https://www.notta.ai/en?via=leon (Coupon Code: LEON10) Ever finish a great sales call and then spend the next hour writing a follow-up email and planning your next-steps? Yeah, me too. That's why I built this automation that handles everything for me. In this video, I'll walk you through exactly how to set up a system that automatically: ✅ Records and transcribes your Google Meet/Zoom calls with Notta ✅ Uses ChatGPT to pull out key info (budget, authority, need / pain points, timeline) ✅ Decides if the prospect is actually qualified ✅ Writes a personalized follow-up email and saves it to your Gmail drafts ✅ Creates a task list with all your next steps in Google Tasks The best part? Once it's set up, it runs completely in the background. The second you end the call, your follow-up email is already being written. What you'll need: ⚙️ Zapier (Professional Plan) ⚙️ Notta (Business Plan) ⚙️ OpenAI (API access) ⚙️ Gmail and Google Tasks Video Chapters 0:00 – Intro & Overview 3:35 – Step 1: Create a Notta Account 4:16 – Step 2: Connect Calendar to Notta 5:24 – Step 3: Upload & Transcribe MP3 for Testing 6:37 – Step 4: Create Custom Sales Call Template 9:07 – Step 5: Create Notta Automation 12:17 – Step 6: Sign into Zapier 13:31 – Step 7: Add Zapier Trigger for New AI Notes 15:27 – Step 8: Add ChatGPT Analyze Text Action 17:30 – Step 9: Add Qualification Prompt 21:10 – Step 10: Extract First Name from AI Notes 34:01 – Step 11: Extract Action Items for To-Do List 39:43 – Step 12: Flow Control – Qualified vs Disqualified 41:46 – Step 13: Write Follow-Up Email (Qualified) 46:41 – Step 14: Write Email (Disqualified) 47:44 – Step 15: Create Email Draft (Gmail/Outlook) 51:28 – Step 16: Create Google Task List 52:07 – Step 17: Loop & Add Items to Google Tasks 59:16 – Step 18: Final Testing, Results & Outro