Automate at Your Own Pace

Follow included templates, AI prompts, and clear logic to set up your call analysis workflow without wasting time or needing a developer.

Step by Step Video Walkthrough

Each step is recorded in real time inside Make.com, with no skipped steps. You’ll see the exact fields, formulas, filters, and mapping.

Full ServiceTitan Integration

Automatically drop summaries, sentiment, or AI insights back into job notes or customer records — so your CSRs and managers actually use it.

About This Course

In this course, you’ll learn how to automate call recording analysis using Make.com and ServiceTitan. I’ll show you how to automatically retrieve, transcribe, and summarize call recordings, then log those insights directly into ServiceTitan job records or customer notes. You’ll be able to identify missed opportunities, track CSR performance, and create a repeatable system for reviewing every call—without lifting a finger. If you’re tired of manually digging through recordings or missing critical insights, this course will help you build a streamlined, AI-powered workflow that runs in the background and delivers real business impact.

Meet your Instructor: Bill Brown

With over 25 years in the trades and a proven track record of building, scaling, and optimizing home service businesses, Bill brings real-world experience and actionable strategies to every lesson. Whether you're looking to streamline operations, boost revenue, or implement cutting-edge tools like AI, Bill’s hands-on guidance will help you get there faster—with confidence.

Course Curriculum

5 Chapters · 16 Lessons

  1. 1

    Foundations & Setup

    1. (Included in full purchase)

      What You’ll Learn in This Course

    2. (Included in full purchase)

      Connecting Make.com to ServiceTitan

    3. (Included in full purchase)

      📁 How to Structure Your Google Sheet

    4. (Included in full purchase)

      Make.com Video Walkthrough

  2. 2

    Automating Call Processing

    1. (Included in full purchase)

      Identifying & Filtering New Calls

    2. (Included in full purchase)

      Downloading Call Recordings from ServiceTitan

    3. (Included in full purchase)

      Storing Files in Dropbox & Generating a Share Link

    4. (Included in full purchase)

      Sending Recordings to Deepgram

  3. 3

    Using AI for Sentiment and Summarization

    1. (Included in full purchase)

      Sentiment Analysis with OpenAI

    2. (Included in full purchase)

      AI Summarization of the Call

    3. (Included in full purchase)

      📁 AI Assistant Instructions/Prompt

    4. (Included in full purchase)

      Writing Results to Google Sheets

  4. 4

    Troubleshooting & Tips

    1. (Included in full purchase)

      Troubleshooting

    2. (Included in full purchase)

      Tips

  5. 5

    Resources

    1. (Included in full purchase)

      📁 Google Sheet Template

    2. (Included in full purchase)

      📁 Make.com Blueprint

Ready to Transform Your Call Analysis Process?

Enroll now to access the course and revolutionize your customer interactions!

$297.00

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