Automatically extract sales insights from call transcripts and update your CRM.
Automatically extract sales insights from call transcripts and update your CRM. Every time Scoot finishes transcribing a sales call, this workflow pulls out the key details—budget, competitors, objections, next steps—and sends a formatted summary to the rep. How It Works Scoot webhook triggers when transcription completes Fetches the full transcript via Scoot API AI Agent (Gemini) extracts structured data: budget, competitors, objections, timeline, decision maker, pain points, buying signals Updates your CRM with extracted fields Emails a formatted summary to the sales rep If the transcript is still processing, it retries automatically (up to 6 times, 1 hour apart). Setup Import the workflow JSON Add credentials: Scoot API → Header Auth with your API key Google Gemini → API key from aistudio.google.com Gmail → OAuth2 Copy webhook URL to Scoot Dashboard → Webhooks → Transcription Complete Replace the mock CRM node with HubSpot, Salesforce, or Pipedrive Test with the manual trigger (uses sample data) Activate ---. An n8n automation workflow template by AI Sales Agent HQ.
AI Sales Agent HQ
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