Turn Support Calls into Structured Summaries with Gemini

Use Google Docs and Gemini to turn raw support conversations into clear summaries with sentiment, action items, and next steps.

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Who is this for?

This guide is for Support Agents and QA Managers analyzing customer interactions.

Key Terms Defined (Dictionary)

Element	Description	Example
Context	What is the source material?	"From the raw conversation notes below..."
Task	What do you want the AI to do?	"Generate a 3-5 sentence summary..."
Format	How should the output look?	"Use a bulleted list for action items."
Constraints	What should it avoid?	"Do not include pleasantries."

Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Google Docs sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Who is this for?

Step-by-Step Guide

Step 1Create a new support call summary template

Step 2Add structured section headings

Step 3Format the raw conversation notes section

Step 4Locate Gemini in Google Docs

Step 5Craft a Gemini prompt for structured summaries

Step 6Prepare the raw conversation notes for Gemini

Step 7Generate the initial summary draft

Step 8Refine the summary structure and length

Step 9Extract specific action items with follow-up prompts

Step 10Capture customer sentiment and potential escalation signals

Step 11Define clear internal next steps

Step 12Save and share the master template

Key Terms Defined (Dictionary)

Get started with Trinity

What happens when you click "Start with Trinity"