Summarize earnings call transcripts for support
Turn a long transcript into the points an agent needs to review.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Earnings Call Transcript
Tool to get the earnings call transcript for a company and quarter. use when you need full call text after earnings are released.
Why this helps
Reading a full earnings call transcript delays responses to research-heavy tickets.
- Reduce transcript reading time
- Surface guidance and key themes
- Give agents a consistent internal brief
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Api ninjas.
- 2Create an earnings transcript summary automation.
- 3Tell Notis to identify the company and quarter in each ticket, retrieve the transcript, and summarize key points.
- 4Select New Zendesk Ticket and a report channel.
- 5Test with one ticket naming a company and quarter.
Questions about this workflow
What if the quarter is missing?
The report can flag the missing quarter so the agent can clarify before lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Api ninjas. A trigger fires from one place; an action lands in another.
Zendesk triggers
Api ninjas actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Zendesk and Api ninjas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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