Automation library · CRM

Analyze customer sales calls and update CRM with Whisper

Started by another system calling it, and works across Email and Google Sheets. It hands the judgement calls to OpenAI. 16 steps, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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16 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 2Model 2Logic 5Service 7

The steps in the order they run, from what starts it.

  1. 1Receive Call Recording UploadWebhookStarts it
  2. 2GPT-4 ModelLm Chat Open AiModel
  3. 3Validate Call Metadata and AudioCodeLogic
  4. 4GPT-4 Call Intelligence AnalysisAgentModel
  5. 5Fetch Audio File from URLHttp RequestService
  6. 6Parse GPT-4 Intelligence OutputCodeLogic
  7. 7Transcribe Audio with OpenAI WhisperHttp RequestService
  8. 8Update CRM Contact and DealHttp RequestService
  9. 9Log Call Activity in CRMHttp RequestService
  10. 10Wait, Transcription Buffer (15 sec)WaitLogic
  11. 11Send Call Intelligence Summary to Sales TeamEmail SendService
  12. 12Write to Call Analytics Audit LogGoogle SheetsService
  13. 13Parse and Structure TranscriptCodeLogic
  14. 14Build Final Processing ResponseCodeLogic
  15. 15Fetch CRM Contact HistoryHttp RequestService
  16. 16Return Processing ConfirmationRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
16, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Email, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email and Google Sheets accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 16 steps before you point it at anything that matters.