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CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync

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

📊 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 (eg, 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 . 🚀

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