# Summarize sales calls and update CRM with WayinVideo: n8n workflow

> Started by someone submitting a form. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/summarize-sales-calls-and-update-crm-with-wayinvideo (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)

# Summarize sales calls and update CRM with WayinVideo

Started by someone submitting a form. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to OpenAI. 7 steps, 1 branch, 1 loop or waits: small enough to read in one sitting and change without fear.

Small Calls a model: OpenAI

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

**7 steps** Small: readable in one sitting

**1** Branch: places the flow splits

**1** Loop or waits

**0** Services by connector: it calls them over plain HTTP

## The flow

Starts it 1 Model 2 Logic 2 Service 2

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

- 1 **1. Form, Call Recording + Details** Form trigger *Starts it*
- 2 **OpenAI Chat Model, GPT-4o-mini** Lm Chat Open Ai *Model*
- 3 **2. WayinVideo, Submit Transcript** Http Request *Service*
- 4 **6. AI Agent, Generate CRM Report1** Agent *Model*
- 5 **3. Wait, 45 Seconds** Wait *Logic*
- 6 **4. WayinVideo, Get Transcript** Http Request *Service*
- 7 **5. IF, Transcript Ready?1** If *Logic*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 7, with 1 branch, 1 loop or waits
- **Size:** Small: readable in one sitting
- **Connects to:** Nothing by connector; it calls services over plain HTTP
- **Model:** OpenAI

## Questions

What does it need to run?

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

What starts it?

It starts on someone submitting a form.

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?

Not long. At 7 steps it can be read in one sitting and changed without fear.

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 7 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%2Fsummarize-sales-calls-and-update-crm-with-wayinvideo)
- **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.

## Workflows like it

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

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- [**Automated sales follow-up with OpenAI and Tavily Research** 7 steps · calls a model · Gmail](https://millionrounds.com/workflow/automated-sales-follow-up-with-openai-and-tavily-research)
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- [**Create ideal customer profiles from LinkedIn data with Airtop** 7 steps · calls a model · Google Docs](https://millionrounds.com/workflow/create-ideal-customer-profiles-from-linkedin-data-with-airto)
- [**Extract LinkedIn profile data & generate follow-ups** 7 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/extract-linkedin-profile-data-and-generate-follow-ups)
- [**Generate data pipeline blueprints with Claude and Slack** 7 steps · calls a model · Slack](https://millionrounds.com/workflow/generate-data-pipeline-blueprints-with-claude-and-slack)