CallForge - AI Sales Call Processing & Insights Extraction
CallForge - AI Sales Call Processing & Insights Extraction Automate sales call analysis with AI-powered insights for sales, marketing, and product teams. Who is This For? This workflow is designed for: ✅ Sales teams looking to extract structured insights from Gong call transcripts. ✅ Marketing professionals seeking AI-driven customer pain points & content strategy. ✅ Product teams needing feedback from sales calls to prioritize feature development. 🔍 What Problem Does This Workflow Solve? Manually analyzing Gong.io sales call transcripts is slow, inconsistent, and lacks structured insights. With CallForge, you can: ✔ Extract AI-powered insights about use cases, objections, competitors, and next steps. ✔ Provide structured marketing & product intelligence to enhance strategy. ✔ Automatically store call insights in Notion and Salesforce for easy access. ✔ Ensure resilience with automated reruns on failed workflows (handling Notion API limits). ✔ Improve decision-making with AI-powered competitor and sentiment analysis. 📌 Key Workflow Features 🎤 AI-Powered Transcript Analysis Uses AI to identify use cases, objections, competitors, and customer pain points. Categorizes insights for sales, marketing, and product teams. 📌 AI Agent Breakdown 🔹 Sales AI Agent – Extracts customer objections, pain points, competitors, and next steps. 🔹 Marketing AI Agent – Identifies recurring topics, keyword trends, and content opportunities. 🔹 Product AI Agent – Captures feature requests and AI/ML-related references. 📊 Structured Output Processing Sales Data Processor* → Stores insights in *Notion & Salesforce** for sales tracking. Marketing Data Processor* → Extracts *SEO & content strategy insights** for marketing teams. Product AI Data Processor* → Logs *customer feedback* to prioritize *feature development**. 💡 Competitor & Integration Analysis Tracks competing products mentioned in calls**. Identifies integration needs**, flagging workarounds used by prospects. 📢 Real-Time Slack Notifications Alerts teams on workflow progress** and completed call analyses. 🔄 Failure Resilience & Automated Re-Runs If a Notion API limit is reached, the process resumes automatically. 🚀 How This Works 🛠 1. Trigger & Call Data Processing The workflow retrieves Gong call transcripts and metadata. Normalizes data**, correcting common mispronunciations like "n8n." 🤖 2. AI Agents Analyze the Call Sales Agent** – Extracts actionable insights for sales follow-ups. Marketing Agent* – Identifies *recurring themes* and *keyword trends**. Product Agent* – Captures *feature requests and AI/ML usage mentions**. 📡 3. Data is Stored in Notion & Salesforce Logs AI-extracted insights* in *Notion** for structured tracking. Pushes sales-related data* to *Salesforce** for team accessibility. 🔔 4. Slack Alerts for Teams Notifies sales, marketing, and product teams** about extracted insights. CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion 📊 Sample Output Data 1️⃣ Sales Insights { "UseCases": [ { "Summary": "A manufacturing company wants to automate inventory tracking and reduce manual entry delays.", "DepartmentTags": ["Operations"], "IndustryTags": ["Manufacturing"], "ImplementationStatus": "Evaluating" } ], "Objection": { "ObjectionTags": ["Feature Limitation"], "Nature": "The prospect wanted a deeper integration with their ERP system, which n8n currently lacks." }, "CallSummary": "The call focused on automation for supply chain processes. The prospect expressed interest but wanted confirmation on ERP integration capabilities.", "NextSteps": ["Schedule a follow-up demo for ERP integration."] } 2️⃣ Marketing Insights { "MarketingInsights": [ { "Tag": "Workflow Template Request", "Summary": "The prospect requested a template for automating CRM lead tracking." } ], "RecurringTopics": [ { "Topic": "CRM Integration", "Mentions": 3, "Context": "Discussed how n8n could sync CRM data automatically." } ], "ActionableInsights": [ { "RecommendationType": "Tutorial", "Title": "How to Automate CRM Lead Tracking with n8n", "Topic": "CRM Integration", "Rationale": "The prospect expressed a need for CRM automation templates." } ] } 3️⃣ Product Feedback { "ProductFeedback": [ { "Sentiment": "Positive", "Feedback": "The external speaker praised the simplicity of n8n's UI, making it easier for non-developers to automate tasks." }, { "Sentiment": "Negative", "Feedback": "The external speaker mentioned frustration over the lack of a dedicated ERP integration node." } ], "AI_ML_References": { "Exist": true, "Context": "The external speaker mentioned using AI for automating customer ticket categorization.", "Details": { "DevelopmentStatus": "Building", "Department": "Support", "RequiresAgents": true, "RequiresRAG": false, "RequiresChat": "Yes: External App (e.g., Slack)" } } } 🔧 How to Customize This Workflow 💡 🔗 Change Data Storage – Swap Notion for Airtable, HubSpot, or another CRM. 💡 📩 Customize Slack Notifications – Send alerts via email, webhook, or another channel. 💡 🛠 Modify AI Processing – Adjust AI models or processing prompts. 💡 📊 Add More Integrations – Sync insights with Pipedrive, HubSpot, or another CRM. 🚀 Why Use This Workflow? ✔ Automates Gong call transcript analysis, eliminating manual work. ✔ Improves collaboration by structuring insights for sales, marketing, and product teams. ✔ Boosts sales conversions by identifying objections and next steps. ✔ Enhances marketing and SEO strategy with AI-driven insights. ✔ Optimizes product roadmap decisions based on customer feedback. This workflow scales AI-powered sales intelligence for better decision-making, content strategy, and sales enablement. 🚀. An n8n automation workflow template by Angel Menendez.
Angel Menendez
web
free
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