Skip to main content

How to save transcripts into folk? (example Grain, Fireflies)

This guide explains how to record your sales or customer calls, import the transcript into folk, and automatically extract structured insights (like pains, next steps, or lead scores) using Magic Fields.

šŸŖ„ Overview

With this setup, every time you record a call (e.g., in Grain), the recording and transcript are automatically added to the related contact in folk.
Then, Magic Fields uses AI to extract and structure useful information ā€” such as:

  • Customer pains

  • Key takeaways

  • Lead score

  • Next steps

  • Decision criteria

šŸ§° What Youā€™ll Need

  • A Grain account (for recording and transcribing calls) ā†’ https://grain.com

  • A folk account

  • A Zapier or Make automation (to connect Grain with folk)

Templates https://zapier.com/shared/7dd2efcf973415d9408f2959d284273e8ffc03b9

āš™ļø Step 1 ā€” Record Your Calls with Grain

  1. Go to Grain and sign up.

  2. Grain automatically records your meetings (Zoom, Google Meet, etc.).

  3. Each recording includes:

    • Video/audio replay

    • Full transcript

    • Speaker identification

šŸ’” Tip: Grainā€™s pricing is very affordable and scales with your team.

šŸ”— Step 2 ā€” Trigger an Automation When a Recording Is Ready

  1. In Zapier or Make, set the trigger event to:
    ā†’ Recording Added (in Grain)

  2. This event will fire every time a new call recording is created.

  3. The data youā€™ll get includes:

    • Recording URL

    • Transcript text

    • Participant emails

šŸ‘¤ Step 3 ā€” Match the Recording to the Right Contact in Folk

  1. From the trigger data, pick the first participantā€™s email.

  2. Use this email to find the corresponding contact in folk (via the Find Person by Email action).

  3. Once found, retrieve the Person ID.

šŸ—‚ Step 4 ā€” Add the Recording and Transcript to Folk

  1. In your folk workspace, go to Settings ā†’ Custom Fields.

  2. Create two new fields:

    • Recording URL (Text field)

    • Meeting Summary / Transcript (Long text field)

  3. In your automation, update the Person record with:

    • Recording URL ā†’ Grain recording link

    • Meeting Summary ā†’ Grain transcript text

šŸ¤– Step 5 ā€” Use Magic Fields to Extract Key Data

Now that your transcript is in folk, you can use Magic Fields to automatically extract and structure insights.

  1. Create Magic Fields such as:

    • Pains

    • Next Steps

    • Lead Score

    • Decision Criteria

  2. Set the source field as your Meeting Summary / Transcript field.

  3. folkā€™s AI will analyze the transcript and populate each Magic Field automatically.

šŸŽÆ Result

Every new call recorded in Grain will:

  1. Automatically sync to the right contact in folk.

  2. Store the recording link and transcript.

  3. Trigger AI-powered extraction of insights (pains, next steps, scores, etc.) via Magic Fields.

šŸ’¬ Example Use Case

  • You have a sales call with a lead via Google Meet.

  • Grain records and transcribes the call.

  • The automation finds the lead in folk, attaches the recording and transcript.

  • Magic Fields extract:

    • Pain: ā€œManual reporting takes too long.ā€

    • Next Step: ā€œSend proposal next Monday.ā€

    • Lead Score: 8/10

    • Decision Criteria: ā€œEase of integration with existing CRM.ā€

Templates https://zapier.com/shared/7dd2efcf973415d9408f2959d284273e8ffc03b9

Related Articles
Did this answer your question?