Turn your sales and onboarding calls into actionable insights — automatically!
Turn your sales and onboarding calls into actionable insights — automatically! This workflow connects Fireflies.ai with OpenAI to analyze and grade your call transcripts. The results, along with your lead’s details, are logged directly into a Google Sheet for easy tracking. Plus, you’ll get an instant Slack or Gmail notification with the evaluation so you can take quick action. 🚀 What It Does Triggers on new Fireflies.ai transcripts** Uses AI to evaluate and grade your calls** Logs lead + scoring data into Google Sheets** Sends instant updates via Slack or Gmail** 💡 Why It’s Valuable Save hours of manual call reviews Keep a consistent, unbiased scoring system Centralize data for reporting and coaching Act faster with real-time notifications Perfect for sales, onboarding, or customer success teams who want to improve call quality at scale while saving time. 🛠️ Setup Instructions Connect Fireflies.ai – Enable transcript export from your Fireflies.ai account. Integrate with OpenAI – Use the provided API key to analyze and score transcripts automatically. Configure Google Sheets – Create a sheet with columns for: Lead Name Company Call Date Transcript Link AI Score Notes/Insights Enable Notifications – Connect Slack or Gmail to receive instant alerts with evaluation details. Test & Launch – Run a sample call to ensure transcripts flow correctly into the sheet and notifications are triggered. 🔄 Detailed Workflow A new call transcript is generated in Fireflies.ai. The transcript is sent to OpenAI, where the call is evaluated and scored based on quality, engagement, and outcomes. The results + lead data are logged automatically into Google Sheets for centralized tracking. A Slack or Gmail notification instantly alerts your team with the score and key insights, so you can take immediate action. 📊 Google Sheets Your Google Sheet should include the following columns: Lead Name** Email/Contact** Company Name** Call Date & Time** Transcript URL** AI Evaluation Score** Summary/Next Steps** This structure ensures clarity, easy reporting, and consistent data across all calls. ⚠️ Community Node Disclaimer This workflow is created with community nodes and integrations. Please review security and API key management best practices before deploying in production. 🖼️ Workflow Template. An n8n automation workflow template by Emilio Loewenstein.
Emilio Loewenstein
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