# Analyze customer sales calls and update CRM with Whisper: n8n workflow

> Started by another system calling it, and works across Email and Google Sheets. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/analyze-customer-sales-calls-and-update-crm-with-whisper (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanalyze-customer-sales-calls-and-update-crm-with-whisper)

**16 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**1** Loop or waits

**2** Services it connects to

## The flow

Starts it 2 Model 2 Logic 5 Service 7

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

- 1 **Receive Call Recording Upload** Webhook *Starts it*
- 2 **GPT-4 Model** Lm Chat Open Ai *Model*
- 3 **Validate Call Metadata and Audio** Code *Logic*
- 4 **GPT-4 Call Intelligence Analysis** Agent *Model*
- 5 **Fetch Audio File from URL** Http Request *Service*
- 6 **Parse GPT-4 Intelligence Output** Code *Logic*
- 7 **Transcribe Audio with OpenAI Whisper** Http Request *Service*
- 8 **Update CRM Contact and Deal** Http Request *Service*
- 9 **Log Call Activity in CRM** Http Request *Service*
- 10 **Wait, Transcription Buffer (15 sec)** Wait *Logic*
- 11 **Send Call Intelligence Summary to Sales Team** Email Send *Service*
- 12 **Write to Call Analytics Audit Log** Google Sheets *Service*
- 13 **Parse and Structure Transcript** Code *Logic*
- 14 **Build Final Processing Response** Code *Logic*
- 15 **Fetch CRM Contact History** Http Request *Service*
- 16 **Return Processing Confirmation** Respond To Webhook *Starts 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanalyze-customer-sales-calls-and-update-crm-with-whisper)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Analyze lost HubSpot deals and generate revival strategies** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-lost-hubspot-deals-and-generate-revival-strategies)
- [**Forecast sales trends and weekly reports with Stripe** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/forecast-sales-trends-and-weekly-reports-with-stripe)
- [**Generate sales deal follow-up actions from GoHighLevel** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-sales-deal-follow-up-actions-from-gohighlevel)
- [**QBR Auto-Prep: AI-Generated Quarterly Business Review Decks** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/qbr-auto-prep-ai-generated-quarterly-business-review-decks)
- [**Score Salesforce playbook compliance with Google Sheets** 16 steps · calls a model · Google Sheets, Salesforce](https://millionrounds.com/workflow/score-salesforce-playbook-compliance-with-google-sheets)
- [**Export Yandex Market sales funnel reports to Google Sheets** 16 steps · Google Sheets](https://millionrounds.com/workflow/export-yandex-market-sales-funnel-reports-to-google-sheets)