Trackers monitor your meeting transcripts for the words, phrases, and concepts you define. Once set up, they run automatically on every new recording and show you where and how often each topic came up.
Grain includes two built-in Trackers to get you started. You can create as many custom Trackers as your team needs.
Prefer a video? Watch a tutorial here!
How Trackers work
Trackers use two detection methods, which you can combine:
Keyword matching: Grain looks for the exact words or phrases you specify. Use this when you want precise detection of specific terms like competitor names, product features, or internal jargon.
Topic matching: Grain uses AI to find the concept even when it is expressed with different words. For example, a tracker for "pricing" with the phrase "Asking for a discount" will also catch "Is that the best you can do?" Topic matching is set up under ’Show Advanced’ when creating a tracker.
You can scope each tracker by:
Meeting type: External (customer), Internal (team), or All
Speaker type: External (customer), Internal (team), or All
Team: choose which Workspace Teams you want the tracker to apply to
Create a tracker
Go to ’Workspace settings’ → ‘Trackers’ → click ’+ New tracker’.
Give the tracker a clear name that describes the concept you want to track.
Add keywords, specific words or phrases, for exact matching. Up to 50 keywords or phrases per tracker.
Optionally, click ’Show Advanced’ and add phrase examples. These can be real sentences from your calls that illustrate the concept. Use short, specific phrases and include a few variations.
Set the Meeting type, Speaker type, and Team to focus the tracker on the right context.
Select ‘Done’. The tracker will apply automatically to all new meetings that match your criteria.
Tips for phrase examples
Use actual sentences from your calls, not hypothetical ones.
Keep examples short and specific.
Include a few different ways the same idea gets expressed.
View tracker results
On the Meetings page: filter your meeting list by tracker to find all recordings where a specific topic came up.
Edit or delete a tracker
Go to ’Workspace settings’ → ‘Trackers’, click any tracker to open it, update the criteria, and save. To delete, select three-dot menu next to the tracker and click ’Delete’.
Changes apply to new meetings going forward. Existing recordings are not re-processed.
Built-in Trackers
Grain automatically includes two Trackers:
Tracker | Meeting type | Speaker type | What it captures |
Competitor | External | External | Moments when customers mention comparing tools or evaluating other vendors by using phrases like "how do you compare" or "we're looking at other options" |
Customer Pain Points | External | External | Moments when customers describe problems, challenges, or issues they are facing |
These can be edited or deleted like any custom tracker.