Turn recorded interviews into financial risk reports automatically

Converts recorded interview calls into scored financial risk reports and emails them automatically.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"interview recording completed"]:::trig s0[("save audio recording")]:::store s1["extract company and contact details"]:::task s2["score risk and assign verdict"]:::task s3["email formatted report"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"scored risk report emailed"/]:::out pay{{"faster consistent risk assessment"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Voice & PhoneKnowledge Base & RAGEmail AutomationReporting & AnalyticsFile & Cloud StorageFinance & Accounting
Connects
GmailGoogle DriveOpenAI

The problem it solves

You collect interview recordings for due diligence or risk assessment, but turning them into a usable report means listening back, taking notes, and scoring answers by hand. That process is slow and inconsistent between reviewers. You need a reliable, repeatable way to turn a conversation into a clear risk verdict.

Who it fits

A finance, lending, or risk assessment team that reviews interview calls and needs standardized reports fast.

How it works

  1. A completed interview call and its transcript arrive from the recording platform
  2. The audio file is saved to Google Drive for the record
  3. AI reads the transcript to pull out company and contact details
  4. AI scores the interview and assigns a risk verdict with a reason
  5. A formatted report is emailed out automatically
What you get

Risk reports ready before your next call

Recorded interview calls turn into scored, standardized risk reports delivered to your inbox, giving your team a consistent starting point for every decision.

What you get

An emailed financial risk report with a score, verdict, and supporting reason for each interview.

What you need

A Google Workspace account, an OpenAI API key, and an interview recording platform.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Turn recorded audio into summarized reports in Google Drive

Automatically transcribes recordings, summarizes the key points with AI, and saves the reports to Google Drive.

Advanced

Manage email, calendar and tasks by chatting with an AI on Telegram

Send a text or voice message on Telegram and an AI assistant checks your calendar, email, and tasks for you.

Advanced

Pull key data out of PDF reports and invoices automatically

Reads incoming PDFs, pulls out names, dates, and financial details, then files or flags them for you.

Advanced

Automatically read invoices, route them for approval, and log the data

Reads invoices from email, Drive, or a form, extracts the details with AI, and routes them for approval before logging.

Advanced
Back to the AI Playbook