Transcript to Document Example

Overview

This example demonstrates how to:

Process a call transcript
Extract key information
Generate structured documents
Apply custom templates
Handle multiple speakers

Basic Example

Input Transcript

{
  "call_id": "call_123",
  "participants": [
    {"id": "user_1", "name": "John (Sales)"},
    {"id": "user_2", "name": "Sarah (Customer)"}
  ],
  "transcript": [
    {
      "speaker": "user_1",
      "timestamp": "00:00:05",
      "text": "Hi Sarah, thanks for joining today. We'll discuss the new features you requested."
    },
    {
      "speaker": "user_2",
      "timestamp": "00:00:12",
      "text": "Yes, specifically I'm interested in the API integration capabilities."
    }
  ]
}

Generate Summary Document

curl -X POST https://api.buildbetter.app/v1/documents \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "meeting_summary",
    "source": {
      "call_id": "call_123"
    },
    "options": {
      "format": "markdown",
      "template": "customer_meeting",
      "include_action_items": true
    }
  }'

Output Document

# Customer Meeting Summary
Date: January 15, 2024
Duration: 45 minutes
Participants: John (Sales), Sarah (Customer)

## Key Points
- Discussed new feature requests
- Focus on API integration capabilities
- Customer interested in Salesforce connection

## Action Items
1. [ ] Send API documentation to Sarah
2. [ ] Schedule technical review for integration
3. [ ] Provide pricing for API access tier

## Next Steps
- Follow-up meeting scheduled for next week
- Technical team to review requirements

Advanced Processing

Custom Templates

template_config:
  name: "customer_meeting"
  sections:
    - title: "Key Points"
      extraction:
        method: "topic_clustering"
        min_points: 3
    
    - title: "Action Items"
      extraction:
        method: "task_detection"
        assignee_required: true
    
    - title: "Next Steps"
      extraction:
        method: "future_planning"
        timeframe: "next_2_weeks"

Signal Detection

signal_rules:
  feature_request:
    patterns:
      - "need capability for"
      - "would like to have"
      - "missing feature"
    
  customer_pain:
    patterns:
      - "struggling with"
      - "difficult to"
      - "pain point"

Processing Options

Content Selection

processing_options:
  content_filters:
    include:
      - key_points
      - action_items
      - decisions
      - follow_ups
    
    exclude:
      - small_talk
      - technical_issues
      - interruptions

Format Options

format_settings:
  markdown:
    headers:
      style: "atx"  # Use # headers
      max_level: 3
    
    lists:
      style: "hyphen"
      indent: 2
    
    emphasis:
      bold: "**"
      italic: "_"

Customize processing options to match your document requirements and organizational standards.

Real-World Example

Sales Call to PRD

Record Sales Call

Ask the BuildBetter recorder to join the meeting. This operation requires a user access token.

curl -X POST https://api.buildbetter.app/v3/rest/recordings/meeting-joins \
  -H "Authorization: Bearer USER_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "meetingUrl",
    "joinUrl": "https://zoom.us/j/123456789"
  }'

Store the public recordingId from the 201 Created response.

Fetch the Transcript

Recording and transcription continue asynchronously. When the transcript is ready, fetch sentence-level utterances by public recording UUID.

curl "https://api.buildbetter.app/v3/rest/recordings/{recordingId}/transcript?type=utterance" \
  -H "X-BuildBetter-Api-Key: ORGANIZATION_API_KEY"

Generate PRD

In BuildBetter, create a document using the completed recording as source material, choose your PRD template, and refine the generated draft.

Example PRD Output

# Product Requirements: Enterprise API Integration

## Overview
Based on customer discussion on January 15, 2024

## Market Context
Enterprise customer seeking API integration capabilities for:
- Salesforce data synchronization
- Custom webhook support
- Batch processing capabilities

## User Stories
As an enterprise customer, I want to:
1. Sync customer data with Salesforce
2. Process data in batches of 1000+ records
3. Receive webhook notifications for updates

## Technical Requirements
- REST API endpoints for CRUD operations
- OAuth 2.0 authentication
- Rate limiting: 10,000 requests/hour
- 99.9% uptime SLA

## Implementation Timeline
- Phase 1: Basic API endpoints (Q1 2024)
- Phase 2: Batch processing (Q2 2024)
- Phase 3: Webhook system (Q3 2024)

Best Practices

Transcript Quality

Ensure clear audio quality
Use speaker identification
Mark important segments
Note key decisions

Document Generation

Choose appropriate templates
Set clear extraction rules
Review and refine output
Maintain consistency

Always review automatically generated documents before sharing with stakeholders.

Template Customization

Custom Fields

template_fields:
  customer_context:
    type: "text"
    source: "participant_info"
    required: true
  
  business_value:
    type: "list"
    source: "signal_analysis"
    min_items: 2
  
  technical_scope:
    type: "structured"
    format: "requirements"
    required: true

Document Structure

document_structure:
  sections:
    - title: "Executive Summary"
      content: ["context", "objectives"]
      max_length: 500
    
    - title: "Detailed Requirements"
      content: ["user_stories", "technical_specs"]
      format: "nested_list"
    
    - title: "Next Steps"
      content: ["action_items", "timeline"]
      required: true

Create templates that match your organization’s documentation standards and workflows.

Integration Example

Jira Integration

// After document generation, create Jira tickets
const response = await buildbetter.documents.create({
  type: 'technical_specs',
  source: { call_id: 'call_123' },
  integrations: {
    jira: {
      project_key: 'PROD',
      issue_type: 'Story',
      auto_create: true
    }
  }
});

BuildBetter can automatically create tickets and tasks in connected systems based on generated documents.

Product Teams

Sales Teams

Customer Success

Founders

Marketing & GTM

Leadership

Quick Reference

Transcript to Document Example

Overview

Basic Example

Input Transcript

Generate Summary Document

Output Document

Advanced Processing

Processing Options

Content Selection

Format Options

Real-World Example

Sales Call to PRD

Example PRD Output

Best Practices

Transcript Quality

Document Generation

Template Customization

Custom Fields

Document Structure

Integration Example

Jira Integration

​Overview

​Basic Example

​Input Transcript

​Generate Summary Document

​Output Document

​Advanced Processing

​Processing Options

​Content Selection

​Format Options

​Real-World Example

​Sales Call to PRD

​Example PRD Output

​Best Practices

​Transcript Quality

​Document Generation

​Template Customization

​Custom Fields

​Document Structure

​Integration Example

​Jira Integration

Overview

Basic Example

Input Transcript

Generate Summary Document

Output Document

Advanced Processing

Processing Options

Content Selection

Format Options

Real-World Example

Sales Call to PRD

Example PRD Output

Best Practices

Transcript Quality

Document Generation

Template Customization

Custom Fields

Document Structure

Integration Example

Jira Integration