How to use AI to collect call information and send it in an email

Here's how you can do it:

Step 1: Choose the Trigger (AI Call Service)

1. Trigger App: Select the AI calling service you're using (e.g., Twilio, JustCall, OpenPhone, or a custom webhook).

2. Trigger Event: Choose an event like "Call Completed" or "New Call Transcript."

3. Connect your account: Authorize Zapier to access your AI calling service.

4. Test Trigger: Ensure the call data (name, email, phone, details) is being pulled correctly.

Step 2: Extract Data (If Needed)

• If the AI call provides a transcript, you can use Zapier Formatter or ChatGPT in Zapier to extract details like name, phone, and email.

Step 3: Send an Email with the Data

1. Action App: Choose "Gmail" (or Outlook, SMTP, or another email service).

2. Action Event: Select "Send Email."

3. Customize Email:

   • To: Enter the recipient’s email (e.g., your team or CRM).

   • Subject: "New Client Inquiry from {{Name}}"

   • Body:

     Name: {{Name}} Email: {{Email}} Phone: {{Phone Number}} Details: {{Call Summary}}