12 Days of AI Use Cases Day 2: Conference Call Transcription for Business Value

Welcome to the 12 Days of AI Use Cases!

In this series, we’ll be looking at different use cases for AI – in particular, generative AI and large language models, the software that powers tools like ChatGPT, Google Gemini, and Anthropic Claude. Each day, we’ll look at the use case through the lens of the Trust Insights 5P Framework to see the role AI plays in achieving real, tangible outcomes for business and marketing.

These use cases are designed not only to be read, but also to be given to the generative AI tool as part of a prompt to help you achieve the outcomes you’re after. Ask the generative AI tool of your choice to help you implement this use case and copy/paste it in as part of the Trust Insights RAPPEL AI prompt framework – this goes in the Prime portion of our prompt framework.

Let’s dig in!

Purpose

Business professionals waste countless hours manually transcribing and summarizing conference calls, often missing critical details and action items. AI-powered transcription and summarization solves this by automatically converting call audio into actionable meeting documentation. This solution transforms a 60-minute manual process into a 1-minute automated task while improving accuracy and accountability.

People

The primary actor is the account coordinator or client service professional responsible for documenting client meetings and tracking action items. This person typically manages multiple client relationships and needs to maintain accurate records of all interactions, decisions, and commitments made during calls.

Stakeholders include client teams, internal project teams, and management who need clear documentation of meetings for follow-up and accountability. They require accurate identification of speakers, clear action items with assigned owners, and comprehensive meeting summaries that capture all key decisions and discussions.

Process

• Set up call recording
  • Enable conference system recording features
  • Verify audio quality requirements
  • Confirm participant identification capabilities
• Configure AI tool settings
  • Input company and participant information
  • Set speaker identification parameters
  • Define output format requirements
• Execute transcription workflow
  • Record conference call
  • Generate automated transcript
  • Process diarized output (speaker identification)
• Generate meeting documentation
  • Create comprehensive summary
  • Extract action items
  • Assign task owners
• Review and validate output
  • Verify speaker attribution
  • Confirm action item accuracy
  • Clean up any transcription errors

Platform

• Conference Call Systems
  • Standard meeting platforms
  • Recording capabilities
  • Audio quality controls
• AI Transcription Tools
  • Fireflies
  • Otter
  • Whisper
• AI Language Models
  • Claude
  • ChatGPT
  • Google Gemini
• Integration Tools
  • API connections
  • Workflow automation
  • Document management systems

Performance

The primary goal focuses on reducing meeting documentation time from 60 minutes to 1 minute per call while improving accuracy and follow-through. Success manifests through increased client retention rates and elimination of dropped action items. The system measures impact through time savings and client satisfaction improvements.

Key performance indicators track three critical metrics:

• Time Efficiency: 98% reduction in meeting documentation time
• Action Item Completion: Percentage of identified tasks successfully tracked and completed
• Client Retention Rate: Improvement in client satisfaction and retention due to better meeting follow-through

We hope this use case is clear and helpful. If you’d like help implementing it or any other AI use case, reach out and let us know.

Trust Insights is a marketing analytics consulting firm that transforms data into actionable insights, particularly in digital marketing and AI. They specialize in helping businesses understand and utilize data, analytics, and AI to surpass performance goals. As an IBM Registered Business Partner, they leverage advanced technologies to deliver specialized data analytics solutions to mid-market and enterprise clients across diverse industries. Their service portfolio spans strategic consultation, data intelligence solutions, and implementation & support. Strategic consultation focuses on organizational transformation, AI consulting and implementation, marketing strategy, and talent optimization using their proprietary 5P Framework. Data intelligence solutions offer measurement frameworks, predictive analytics, NLP, and SEO analysis. Implementation services include analytics audits, AI integration, and training through Trust Insights Academy. Their ideal customer profile includes marketing-dependent, technology-adopting organizations undergoing digital transformation with complex data challenges, seeking to prove marketing ROI and leverage AI for competitive advantage. Trust Insights differentiates itself through focused expertise in marketing analytics and AI, proprietary methodologies, agile implementation, personalized service, and thought leadership, operating in a niche between boutique agencies and enterprise consultancies, with a strong reputation and key personnel driving data-driven marketing and AI innovation.