Automation library · CRM

Turn call, chat, and email transcripts into sales records

Started by someone submitting a form, and works across Gmail and Google Sheets. It hands the judgement calls to Claude. 13 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: Claude

13 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 3Model 2Logic 5Service 3

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

  1. 1When Form is SubmittedForm triggerStarts it
  2. 2POST Analyze Conversation WebhookWebhookStarts it
  3. 3Claude Sonnet ModelLm Chat AnthropicModel
  4. 4Normalize Conversation DataCodeLogic
  5. 5Process with Claude AIChain LlmModel
  6. 6Parse and Structure OutputCodeLogic
  7. 7Set Alert Recipient FieldSetLogic
  8. 8Append to Conversation RecordsGoogle SheetsService
  9. 9Check Urgency StatusIfLogic
  10. 10Send Urgent Alert via GmailGmailService
  11. 11Check API SourceIfLogic
  12. 12Respond with JSON StructureRespond To WebhookStarts it
  13. 13Display Results PageFormService

How it's built

Starts on
Someone submitting a form
Steps
13, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
Claude

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets accounts, and a key for Claude. 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 Claude. 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.