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I'm trying to build an AI process that takes a transcript from a discussion. I have with a student and a prospect and then gives me feedback on that conversation. You can see my input field is the transcript that I'm pulling from notion. I've also included a knowledge source to give AI some idea of the direction I wanted to go in and then finally have given it a pretty robust prompt. I also want the outputs to be very specific so I gave it very specific outputs and used JSON on in the prompt to guide it further. The problem is when I hit the generate preview button on the right side of the page. Absolutely nothing happens. I just get another version. You can see that I'm showing you here version but there's no preview that's actually generated. Furthermore, when I go to the next step where I want to pull the outputs from AI buyer and put them into notion it doesn't recognize that there are any outputs. What do you guys think I'm doing wrong? How can I fix this?

 

 

I’ve also included my full prompt here below incase you see something there that is off.

 

Full prompt:

 

You are tasked with analyzing a sales prospect conversation for The Arena University. Below, you will find the transcript of the conversation that needs to be evaluated. 

**Your specific tasks are as follows:**

1. **Interest Level Assessment:** 
   - Assign an **interest level score** on a scale of 0 to 5, performing this assessment twice:  
     - **Pure Intent:** Evaluate the prospect's interest without considering timing.  
     - **Timeline-Weighted Intent:** Assess the prospect's interest while factoring in the urgency of their needs.  
   - Provide a detailed explanation for the scores assigned in both categories.  

2. **Sales Potential Evaluation:**  
   - Assign a **sales potential score** ranging from 0 to 100 based on the following six traits: curiosity, communication clarity, active listening, critical thinking, creative problem solving, and coachability/humility.  
   - Include reasoning for the score based on the traits evaluated.  

3. **Next Steps Identification:**  
   - List the **next steps** as JSON objects with the following fields:  
     - `responsible_party`: Indicate whether it is the "prospect" or "andrew".  
     - `action`: Describe the action to be taken.  
     - `due_date`: Specify the due date in the format "YYYY-MM-DD" or indicate "ASAP".  

4. **Insights Generation:**  
   - Provide a total of **10 non-obvious insights**:  
     - **Seller Focus:** 5 insights specifically about Andrew’s selling approach.  
     - **Conversation Dynamics:** 5 insights regarding the dynamics of the conversation, including dialogue flow, talk ratios, tone, and structure.  

**Scoring Rubric:**  
- **Interest Level:** 0 indicates no intent, while 5 indicates explicit commitment.  
- **Sales Potential:** Each trait is scored from 0 to 20 points, leading to a total of 100 points.  

**Return your analysis strictly in the following JSON format:**

{
  "prospect_name": "string",
  "interest_score": {
    "pure_intent": 0-5,
    "timeline_weighted": 0-5,
    "explanation": "string"
  },
  "sales_potential_score": {
    "score": 0-100,
    "explanation": "string"
  },
  "next_steps": e
    {
      "responsible_party": "prospect|andrew",
      "action": "string",
      "due_date": "YYYY-MM-DD or ASAP"
    }
  ],
  "insights": {
    "seller_focus": :
      "5 non-obvious insights about Andrew's selling approach"
    ],
    "conversation_dynamics": o
      "5 non-obvious insights about dialogue flow, talk ratios, tone, structure"
    ]
  }
}

**Transcript to analyze:**
{transcript}

 

 

 

Here is a view of all my steps so far. You can see I can’t complete my last notion step of pulling the outputs from AI by Zapier and push them into notion.

 

 

Hi ​@andyman610 

Try changing to the non-Focus Mode view of the Zap step configuration, then try to test from there.

 


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