# Analyze sales calls with Supabase RAG and Slack: n8n workflow

> Started by another system calling it, and works across Email, Slack and Supabase vectors. It puts OpenAI behind a retrieval step, so answers are drawn from...

Source: https://millionrounds.com/workflow/analyze-sales-calls-with-supabase-rag-and-slack (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 sales calls with Supabase RAG and Slack

Started by another system calling it, and works across Email, Slack and Supabase vectors. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 13 steps: a working afternoon to understand properly.

Medium Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanalyze-sales-calls-with-supabase-rag-and-slack)

**13 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 5 Logic 1 Service 6

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

- 1 **Getting Meeting Details** Webhook *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Simple Memory** Memory Buffer Window *Model*
- 4 **Get many deals in Pipedrive** Pipedrive Tool *Service*
- 5 **Get many leads in Salesforce** Salesforce Tool *Service*
- 6 **Embeddings OpenAI** Embeddings Open Ai *Model*
- 7 **Get many deals in HubSpot** Hubspot Tool *Service*
- 8 **Extracting Transcript** Http Request *Service*
- 9 **AI Agent** Agent *Model*
- 10 **Supabase Vector Store** Vector Store Supabase *Model*
- 11 **Cleaned JSON Payload** Code *Logic*
- 12 **Send the Feedback** Slack *Service*
- 13 **Email the Feedback** Email Send *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 13
- **Size:** Medium: a working afternoon
- **Connects to:** Email, Slack, Supabase vectors
- **Model:** OpenAI
- **Retrieval:** Answers are drawn from documents you supply, not from the model alone

## Questions

What does it need to run?

An n8n account, plus your own Email, Slack and Supabase vectors 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. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 13 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 13 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-sales-calls-with-supabase-rag-and-slack)
- **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)[Slack](https://millionrounds.com/workflows?service=Slack#library)[Supabase vectors](https://millionrounds.com/workflows?service=Supabase+vectors#library)

## Workflows like it

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

- [**AI email reply based on HubSpot data + Slack approval** 13 steps · calls a model · Gmail, HubSpot](https://millionrounds.com/workflow/ai-email-reply-based-on-hubspot-data-slack-approval)
- [**AI-powered client onboarding with Jotform and Asana** 13 steps · calls a model · Asana, Gmail](https://millionrounds.com/workflow/ai-powered-client-onboarding-with-jotform-and-asana)
- [**Analyze and improve Zoho CRM sales cycles with OpenAI** 13 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/analyze-and-improve-zoho-crm-sales-cycles-with-openai)
- [**Re-engage stalled HubSpot deals with OpenAI and Gmail** 13 steps · calls a model · Gmail, HubSpot](https://millionrounds.com/workflow/re-engage-stalled-hubspot-deals-with-openai-and-gmail)
- [**Weekly Airtable CRM email hygiene with OpenAI and Slack** 13 steps · calls a model · Airtable, Slack](https://millionrounds.com/workflow/weekly-airtable-crm-email-hygiene-with-openai-and-slack)
- [**Automate Zoom attendance follow-ups with Google Sheets** 13 steps · Email, Google Drive](https://millionrounds.com/workflow/automate-zoom-attendance-follow-ups-with-google-sheets)