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IN-DEPTH TUTORIAL / 04

Call reviews: cite the rubric and keep missing sections unknown

Use two synthetic transcripts to review needs, budget, commitments and three explicit scoring criteria. Keep incomplete coverage distinct from a zero score.

Prepared by shancha6 stages · Complete prompts5 practice files
On this page
  1. Inputs and complete outputs
  2. Preparation and capabilities
  3. Execution and takeover boundaries
  4. 01 Check coverage and scoring purpose
  5. 02 Extract needs and commitments with timestamps
  6. 03 Score criteria, not gaps in the material
  7. 04 Give specific practice and explicit actions
  8. 05 Review a small live batch with a human
  9. 06 Version the rubric before periodic reports
  10. Troubleshooting and acceptance
  11. Download practice files
  12. Sources and verification scope
THE RESULT

Check the input, then compare the complete deliverables

Explore the original materials, item-by-item outcomes and full report below. Attempt the input independently before using the reference to find omissions or disagreements.

Demonstration scope

Transcripts and rubric are synthetic. No audio processing, real employee assessment, CRM write or client contact was performed.

Call reviews practice
2 transcripts · 3 criteria

Original synthetic material. Try the input independently, then compare the reference results.

Original synthetic input
{
  "synthetic": true,
  "case": "call-transcripts-review",
  "data": {
    "rubric": [
      {
        "id": "K1",
        "criterion": "Customer explicitly states a need:1 point"
      },
      {
        "id": "K2",
        "criterion": "Seller explicitly asks budget and receives a response:1 point, even if not approved"
      },
      {
        "id": "K3",
        "criterion": "Next step has an explicit owner and date:1 point"
      }
    ],
    "calls": [
      {
        "id": "C01",
        "complete": true,
        "date": "2026-10-16",
        "lines": [
          {
            "at": "01:10",
            "speaker": "Customer",
            "text": "We need to organize customer email."
          },
          {
            "at": "03:00",
            "speaker": "Seller",
            "text": "Is the budget agreed?"
          },
          {
            "at": "03:20",
            "speaker": "Customer",
            "text": "Not approved yet."
          },
          {
            "at": "05:00",
            "speaker": "Seller",
            "text": "We will be in touch later."
          }
        ]
      },
      {
        "id": "C02",
        "complete": false,
        "missing": "Ending excerpt only",
        "lines": [
          {
            "at": "12:00",
            "speaker": "Seller",
            "text": "shancha will send product materials on October 20."
          }
        ]
      }
    ]
  }
}
Processing rules
Score only K1–K3 from the supplied words. Missing evidence in a complete record can score 0; absent coverage in a truncated record is unknown, not 0. Asked about budget differs from approved budget. Actions need an explicit owner/date. Do not generalize to overall employee performance.
This shows complete inputs and expected outputs. Switching tabs runs no task; verify real connections and writes separately in your environment.
BEFORE YOU START

Prepare the materials and check your tools

Start with the practice files

  • Download transcripts/rubric and locate evidence.
  • C01 is complete; C02 is an ending excerpt.
  • This is not speech recognition or personnel evaluation.

Before using real services

  • Verify permission, participant agreements and retention scope.
  • Start with a small de-identified batch and retain timestamps.
  • Agree rubric/purpose and require human review.

Complete one file-based exercise first. For real services, verify the actual account, available tools and operation scope, then follow the acceptance check at each stage.

Download the original input and rules ↓
EXECUTION & TAKEOVER

Execution and takeover boundaries

The actions below require the agreed inputs, accounts and scope. Configuring a Routine does not expand that authorization.

Can run automatically

Extract quotes, timestamps, actions and assessable items from supplied transcripts using the agreed rubric.

Requires confirmation

Confirm purpose and scope before processing real recordings, changing the rubric, writing CRM, ranking staff, distributing results or configuring a Routine.

Take over after a failure

Mark truncated transcripts, speaker errors and disputed scores as unknown and stop total-score comparisons. Have a human correct the source, then reassess affected items.

STEP 01

Check coverage and scoring purpose

An ending excerpt cannot prove that an earlier budget question never occurred. Declare coverage before scoring.

Stage 01 · Check coverage and scoring purpose
Inventory both transcripts, completeness and K1–K3. List missing sections and unscorable criteria. Process text only; do not read recordings, contact clients or add standards.
Expected output

A coverage/rubric agreement.

Acceptance check

C02 is explicitly incomplete.

STEP 02

Extract needs and commitments with timestamps

Keep what each speaker actually said. Unapproved budget is not no budget, and a vague promise is not a dated action.

Stage 02 · Extract needs and commitments with timestamps
Extract needs, budget, objections, commitments and actions with call id, speaker, time and quotation. Leave unstated owner/date blank. Save evidence.csv.
Expected output

A timestamped evidence table.

Acceptance check

C01 budget is unapproved; C02 action remains unfinished.

STEP 03

Score criteria, not gaps in the material

Another reviewer should be able to follow each score. Do not turn missing transcript quality into low performance.

Stage 03 · Score criteria, not gaps in the material
Score K1–K3 only. Use 0/1 for complete C01. For uncovered C02 criteria, write unknown with explanation, not 0. Attach evidence to each score and calculate no incomplete total.
Expected output

Six explained criterion outcomes.

Acceptance check

C01 is 2/3; C02 only K3=1, without a false total.

STEP 04

Give specific practice and explicit actions

Advice should correspond to evidence. Two examples cannot establish the week’s most common issue or a person’s overall ability.

Stage 04 · Give specific practice and explicit actions
Summarize each call’s known evidence, gaps, explicit actions and one practice behavior. For C01 suggest a named, dated next step. Do not rank employees, infer weekly trends or edit CRM.
Expected output

A report and one explicit action.

Acceptance check

Every suggestion has source words; no team-wide conclusion.

STEP 05

Review a small live batch with a human

Transcripts may misidentify speakers or miss terminology. Verify key passages before using scores.

Stage 05 · Review a small live batch with a human
Apply the rubric to two authorized de-identified transcripts. Report coverage and uncertain wording. Ask a human to check key timestamps and list differences. Do not upload to other systems, write CRM or distribute client details.
Expected output

A human-reviewable trial.

Acceptance check

Scores trace to evidence and uncertainty is retained.

STEP 06

Version the rubric before periodic reports

Changed standards affect historical comparability. Record coverage count and remove duplicate calls first.

Stage 06 · Version the rubric before periodic reports
Draft a call-review Skill with rubric version, call id, coverage, timestamp citations, unknown values, human review and deduplication. Propose a Routine only. Do not automatically assess employees, write CRM or send reports externally.
Expected output

A reusable review standard.

Acceptance check

Different rubric versions are not silently compared; duplicate calls count once.

TROUBLESHOOTING & ACCEPTANCE

Find the evidence before choosing the next action

Why does unapproved budget score 1?

K2 checks whether budget was asked and answered, not approved.

An excerpt lacks evidence so it scored 0

Check coverage; uncovered behavior is unknown.

The next step only says later

It lacks the required owner/date.

Can two calls rank a team?

No; retain item-level observations and human review.

Check every item before finishing

These page-local checkboxes reset on refresh. Checking them does not verify a real service connection.

Checked 0 / 6 items

PRACTICE MATERIALS

Download the inputs separately from the reference answers

Start with input and rules without showing the reference answers. After acceptance, save the report and complete prompt set.

SOURCES & VERIFICATION

Check documented capabilities and exercise results separately

Content updated: · Editing a page does not reverify its sources or live workflow.

Documentation review: Unverified · no review date recorded
No case-specific documentation review is recorded. References below are provided for review and do not establish verification.

Live workflow verification: Unverified
Live accounts, external writes, scheduled execution and long-term operation are unverified. Synthetic exercises and page checkboxes do not establish live verification.

Transcripts and rubric are synthetic. No audio processing, real employee assessment, CRM write or client contact was performed.

  1. Grok Bot: files and results ↗

    Check uploaded inputs, actual output paths and delivered files.

  2. Grok Bot: apps and the shared computer ↗

    Check connected accounts, available tools, visibility and user takeover.

  3. Grok Bot: Skills and Routines ↗

    Validate a manual run before saving a method or scheduling it.

NEXT STEP

Try another small batch of your own material

Retain original input and operation records. Verify that each result can be traced before adding connections or recurring runs.

217 related external resources →Official sources and original authors’ posts, each with a note on what was checked.

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