Customer Quote Generator

Overview

This workflow automatically detects and captures enthusiastic customer quotes from your recorded meetings. When a customer expresses genuine excitement about your product or service during a sales call, demo, or check-in, the workflow extracts that quote, formats it professionally, and posts it to Slack for your team to use in case studies, marketing materials, and sales collateral.

Key Terms

Workflow (or Recipe): An automated process that runs when a specific trigger occurs (like a new meeting) and performs actions based on that trigger
Trigger: The event that starts a workflow. In this case, it's a new meeting being recorded and transcribed
Transcript: The written text version of everything said in a meeting
Run Prompt: An AI action that analyzes text and generates a response based on instructions you provide
Conditional Prompt: An AI decision point that evaluates whether the workflow should continue or stop based on specific criteria

What This Workflow Does

This workflow listens for new external meetings (demos, sales calls, customer check-ins) and automatically scans the transcript for customer quotes that meet strict quality standards. It looks for enthusiasm, product specificity, and concrete value statements.

Here's how it works:

Trigger: When a new meeting finishes and the transcript is ready, the workflow starts
Quote extraction: AI analyzes the transcript to find genuine, enthusiastic quotes from external attendees (not your internal team)
Validation: The workflow checks whether a qualifying quote was found. If not, it stops here
Formatting: If a quote passes validation, AI formats it with context, speaker details, timestamp, and attribution
Conversation creation: A new AI conversation is created in AskElephant and pinned to the meeting for easy reference
Slack notification: The formatted quote is posted to a designated Slack channel so your team can act on it immediately

How to Set It Up

Follow these steps to enable and configure the workflow:

Step 1: Navigate to Recipes

Log into AskElephant and click Automations in the left sidebar navigation.
In the Workflows tab click New Workflow
Select From Recipe

Step 2: Find the Workflow

Search for Customer Quote Generator in the recipes library.

Step 3: Enable the Workflow

Click the workflow
Select the three dots in the workflow bar
select Activate Workflow to turn it on for your workspace

Step 4: Configure the trigger settings

The workflow is set to run on external-only meetings. You can adjust:

Meeting type: Choose whether to include internal meetings, external-only, or all meetings. For testimonial capture, external-only is recommended.
Private meetings: By default, the workflow skips private meetings. Leave this setting as-is unless you want to include them.

Step 5: Set your Slack channel

The workflow posts formatted quotes to a Slack channel. Update the Send Message to Channel action with your preferred channel name (for example, #customer-wins, #testimonials, #sales-enablement).

To change the channel:

Open the workflow editor
Find the Send Message to Channel node
Replace #workflow-testing with your channel name

Step 6: Connect Slack

Make sure you workspace is connected to Slack
If you haven't already connected Slack to AskElephant you can connect via the Integrations page
This connection is one-time only and will work for all future workflows that use Slack

Step 7: Test the workflow

After enabling, run a test by selecting a past meeting with a customer testimonial.

Click Test in the workflow editor and choose a meeting from the list
Review the output to confirm the quote was extracted and formatted correctly

Configuration Tips

Optional customizations

Adjust AI creativity: The first prompt node uses a "creative" model setting. If you're getting too many or too few quotes, you can adjust the Temperature (creativity level) in the Run Prompt node.
Change validation criteria: The extraction prompt has strict rules for what qualifies as a testimonial. You can edit the prompt text to relax or tighten those criteria based on your needs.
Add more output channels: In addition to Slack, you can add actions to send the quote via email, add it to a knowledge base, or log it in your CRM.

Important considerations

Transcript quality matters: The workflow relies on accurate transcripts. Poor audio quality or missing speaker labels may result in missed quotes.
External attendee detection: The workflow identifies external speakers by comparing email domains. Make sure your internal team's email domain is consistent across meetings.
Quote specificity: The AI is trained to reject vague praise. If you're not seeing quotes you expect, review the extraction criteria in the first Run Prompt node.

Why This Workflow Is Useful

Capture testimonials in real time

Customer quotes are most valuable when they're fresh. This workflow ensures you never miss a raving review during a live conversation.

Save time on manual review

Instead of listening to hours of recordings or reading full transcripts, your team gets a curated feed of the best quotes delivered straight to Slack.

Every captured quote can be used in case studies, website testimonials, sales decks, and marketing campaigns. Over time, you'll build a library of authentic customer voices.

Improve win rates

Sales teams can reference specific customer quotes when talking to prospects. Hearing that "Company X cut support calls by 50%" is far more persuasive than generic claims.

Conclusion

This workflow turns your sales calls into a continuous source of customer testimonials. By automating quote capture, formatting, and distribution, your team can focus on closing deals instead of hunting for social proof.

Ready to start capturing testimonials? Enable this workflow today and let AI do the heavy lifting. If you have questions or need help customizing the setup, reach out to AskElephant Support via the in-app support widget or at [email protected].

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

click the chat button in the bottom right corner of your screen,
email us at [email protected],
or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.