Back/Sales/ChatGPT/Zapier
AdvancedSalesChatGPTZapier

How to Automate Customer Call Analysis and Predict Churn with Zapier

Automatically scrape call transcripts from a tool like Gong, use ChatGPT to analyze sentiment and generate summaries, and send real-time churn alerts to your team in Slack with a powerful Zapier workflow.

From How I AI

How Suzy's CEO Turns 25,000 Hours of Sales Calls into Automated Marketing and Coaching with One Zapier Workflow

with Claire Vo

How to Automate Customer Call Analysis and Predict Churn with Zapier

Tools Used

ChatGPT

OpenAI conversational AI

Zapier

Workflow automation platform

Step-by-Step Guide

1

Trigger on New Calls and Scrape Transcript

The first step is getting the call data into Zapier. Since a direct integration may not exist, create a Zap that triggers when a new call is logged in your system (e.g., Gong). Then, use a tool like Browse AI to scrape the call transcript page. The initial trigger should provide a unique call_id that you pass to Browse AI to construct the correct URL.

Pro Tip: The original creator noted this step was the most difficult. Don't give up if a direct integration is missing; web scraping tools can often bridge the gap.
2

Clean and Enrich the Data

Raw scraped data is often messy. Add a Zapier Formatter step to strip any HTML tags from the transcript. Then, use a Google Sheets 'Lookup Spreadsheet Row' action to connect the call ID to internal data, pulling in the customer's name, the salesperson's name, and their Slack ID for later steps.

3

Analyze the Call with ChatGPT

This is the core analysis step. Add a ChatGPT (or other LLM) action in Zapier. Feed the cleaned transcript into a detailed prompt that asks the model to generate a structured summary, assess customer sentiment, and provide a numerical sentiment score from 1-10.

Prompt:
Analyze the customer success call transcript between Suzy and our client to gauge the health of customer relationships and identify improvement areas. Start summaries with the customer's, company name key participants... describe the call's purpose, the main topics discuss, and the outcome exclude small talk... Assess the overall customer sentiment, noting any frustrations or concern. Provide a sentiment score from 1 to 10 where 10 reflects high satisfaction and 1 indicates potential discontinuation of our services. Also one great thing the customer successfully did on the call... what are some things that they actually could have done better, and then list the next steps.
4

Distribute Summaries to Slack

Make the insights visible to the whole team. Configure a Zapier action to post the AI-generated summary of every call to a general-purpose Slack channel, such as #customer-calls. This creates a live feed of customer sentiment for the entire company.

5

Create and Send Churn Alerts

To make the insights actionable, add a Zapier 'Filter' or 'Path' step. Set the rule to only continue if the sentiment score from ChatGPT is below a certain threshold (e.g., less than 7). If the condition is met, send a high-priority notification with the call summary and customer details to a dedicated Slack channel like #churn-early-warning.

Become a 10x PM.
For just $5 / month.

We've made ChatPRD affordable so everyone from engineers to founders to Chief Product Officers can benefit from an AI PM.

How to Automate Customer Call Analysis and Predict Churn with Zapier | AI Workflows