AI Call Transcripts: Update CRM Records with folk CRM

Sales calls are full of valuable insights, but most of them never make it into the CRM. Reps take notes manually, skip details, and forget to update contact records after the conversation. As a result, pipelines become incomplete and follow-ups lack context.

An AI CRM like folk solves this problem. With AI-powered call transcripts, every conversation is captured, analyzed, and transformed into structured data instantly. Contacts, deals, and opportunities are updated automatically, keeping the entire database accurate and ready to act on.

What Are AI Call Transcripts?

AI call transcripts turn recorded conversations into structured, actionable data. Instead of relying on manual note-taking, the system captures the entire discussion, identifies key information, and organizes it directly inside the CRM.

With transcripts generated by AI, sales teams gain:

✔️ A complete, accurate record of every conversation

✔️ Faster follow-ups with clear context on each lead

✔️ Automatic updates of contact details and deal stages

✔️ Centralized insights accessible to the entire team

💡 Expert tip: For the most accurate transcripts, always use a high-quality microphone or headset. Clear audio helps AI capture names, numbers, and details without errors.

AI Call Transcripts: Main Use Cases

For agencies, founders, and small sales teams, call transcripts save hours of manual work and reduce missed opportunities. They are especially valuable for:

• Discovery calls → Capture prospect pain points, goals, and buying triggers
• Client onboarding sessions → Keep track of requirements and expectations without missing details
• Sales qualification calls → Log information about budget, decision-makers, and timelines
• Partnership discussions → Store commitments and next steps for future collaboration
• Internal handoff meetings → Share full context across team members instantly

💡 Expert tip: Tag your transcripts by call type in folk CRM. This makes it easier to filter and track discovery calls, onboarding sessions, and deal-closing discussions.

How to Transcribe Calls with AI in folk CRM

folk CRM uses AI-powered Magic Fields to transform raw call transcripts into structured CRM data. Instead of manually taking notes, the AI extracts exactly what matters from your calls and updates your records automatically.

Prerequisites

Before using AI call transcripts in folk CRM, you need:

👉 A call recording source: Aircall, Ringover, Zoom, Google Meet, or Microsoft Teams

👉 An automation or manual upload to send your transcript into folk

👉 Access to Magic Fields inside folk CRM to connect your transcript to the AI extraction process. Start your free trial (no credit card needed!)

Step 1. Import the transcript‍

Upload your transcript manually into a dedicated Call Transcript field or set up an automation to send it from your dialer or meeting tool into folk.

Step 2. Create Magic Fields‍

Magic Fields act as AI-powered extractors. Link them to the transcript field so folk knows where to read the content.

Step 3. Define extraction prompts‍

In each Magic Field, write a clear instruction for the AI, such as:

• “From the call transcript, extract the contract value in USD”
• “From the call transcript, extract the decision-makers”
• “From the call transcript, extract the next steps discussed”

Step 4. Automate CRM updates‍

Once the Magic Fields extract the requested insights, folk writes them directly into the relevant records: contacts, deals, opportunities, or any custom field.

Step 5. Personalize for your workflow‍

Agencies, founders, and small sales teams can tailor prompts to match their processes: number of potential users, budget ranges, fundraising details, objections raised, timelines, or even prospect warmth analysis based on tone and engagement signals.

Conclusion

Sales calls contain valuable insights but most of them never reach the CRM. Manual note-taking takes time, creates errors and slows down follow-ups.

With folk CRM AI Call Transcripts, every conversation becomes structured data. Import the transcript, create Magic Fields, define what to extract and the information updates automatically in the right contact and deal records.

Your CRM stays clean and accurate, your team saves time and you gain full visibility on prospects and opportunities! 🔥