HL Create AI Report On All Consultations

Client
HepworthHepworth
Summary

Request from Michael: I’d like to get an AI report on all of our Zoom and phone consultations. Since we record all Zoom and phone, I want to have AI read it, then “create a comprehensive report on the following conversation.” If you check out some of my consultations, you’ll see how I like to see the reports.

Category
Operations
Assigned To
Eli WeldonSolomon Wood
Status
Planning
Start & Finish Date
November 1, 2024
Priority Factors
Products
Status Last Changed
August 31, 2024 10:46 AM (GMT+2)
Scale
Large
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HL Create AI Report On All Consultations

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Project content goes here

Goals:

Collect initial information and documents before consult and generate summary for attorney

Parse consults and generate relevant information

  • .5 hours: Collect the information that needs to be generated with the transcript
  • .5 hours: Turn on Zoom audio transcribe and AI summary for consults
  • 6-8 hours: Setup process to auto log zoom meeting id so that transcription and AI summary is automatically added to the client’s record in airtable
  • 6-8 hours: Setup process to auto log ring central call recording to airtable and trigger an automation for the Whisper API to automatically create a transcription and automatically add to the clients record
  • 2-3 hours: Create zapier automation to parse for necessary data and store in airtable
  • 2-3 hours: Create weekly automation to parse all consultation transcripts and provide Hepworth with a detailed report on how they went in the weekly marketing email that get’s sent out

Total time: 17 - 23 hours

Project tasks