Course 05 of 08

Put it to work

Turn evidence into documents, workflows, reports and answers in the AI tools you already use.

Start lesson 169 lessons, about 12 minutes

After this course

You’ll be able to

  • Filter signals by type, product area and date
  • Generate a document from your calls
  • Start a workflow from a template
  • Find and open reports under Insights
  • Build a report by describing it
  • Copy your MCP server address
  • Research customers from Claude or ChatGPT
  • Review last week’s calls
  • Reuse a past trigger
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