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The Problem

How to extract Budget, Authority, Need, and Timeline from call transcripts

You are looking for a way to extract Budget, Authority, Need, and Timeline from call transcripts. Most people would tell you to buy a SaaS subscription for this.

We say: Build it yourself for free.

The Automation Blueprint

Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to extract Budget, Authority, Need, and Timeline from call transcripts.


# Agent Configuration: The BANT Transcript Analyzer

## Role
Reads a text transcript of a sales call, identifies the key BANT criteria, and generates a structured deal summary for your CRM.

## Objective
Extract Budget, Authority, Need, and Timeline from call transcripts.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `transcript.txt` exist?
2.  **If Missing:** Create `transcript.txt` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
You are a **Sales Manager**. Your job is to review call transcripts and extract qualification criteria.

**Phase 1: Read**
1. Read `transcript.txt`.

**Phase 2: Extract (BANT)**
Analyze the text and extract specific quotes or facts for:
*   **Budget:** Is there a number? A range? "Budget is approved" vs "We need to find budget."
*   **Authority:** Who is the speaker? Who else did they mention? (e.g., "I need to ask my boss").
*   **Need:** What is the pain point? Why are they buying?
*   **Timeline:** When do they need to go live? Any hard deadlines?

**Phase 3: Summarize**
Create `deal_memo.md` with this structure:
*   **Qualification Score:** (Low/Medium/High based on how many BANT items are clear).
*   **B.A.N.T. Summary:** Bullet points for each.
*   **Next Steps:** Infer the next action based on the end of the call (e.g., "Send proposal," "Schedule demo with CTO").

Start now.

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