Automate Sales Call Analysis with AI
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Automate the transcription and in-depth analysis of your sales calls using AssemblyAI and OpenAI. This workflow helps sales managers and teams gain actionable insights into sales performance, identify upsell opportunities, and improve objection handling, all while providing a structured output.
About This Workflow
This powerful n8n workflow streamlines the process of extracting critical insights from sales calls. It begins by sending an audio file to AssemblyAI for high-accuracy transcription, including speaker diarization to differentiate between participants. Once the transcription is complete (handled asynchronously via a webhook callback), the workflow fetches the full transcript. Finally, it leverages OpenAI's advanced GPT-4o model to perform a comprehensive analysis of the call. The AI evaluates key sales metrics such as client intent, interest level, service presentation, upsell identification, objection handling effectiveness, and conversion probability, delivering structured, actionable feedback in JSON format.
Key Features
- Automated Audio Transcription: Seamlessly transcribe sales call recordings using AssemblyAI with speaker labeling for clear participant identification.
- AI-Powered Sales Performance Analysis: Leverage OpenAI's GPT-4o to deeply analyze call transcripts, evaluating client intent, interest, service presentation, and more.
- Identify Upsell Opportunities: Automatically detect potential upselling moments and highlight missed opportunities within call dialogues.
- Objective Objection Handling Review: Get insights into how effectively objections were handled, complete with specific examples and a performance score.
- Structured Output: Receive detailed analysis in a standardized JSON format, ready for easy integration into CRM systems, dashboards, or reporting tools.
How To Use
- Set Audio Link: Replace the placeholder audio URL in the
Set link to audionode with the direct link to your desired audio file (e.g., an MP3 of a sales call). - Configure AssemblyAI Credentials: In the
AssemblyAI - TranscribeandAssemblyAI - Get transcriptionnodes, ensure your AssemblyAI API key is configured correctly in the HTTP Header Authentication. - Update Webhook URL for Callback: The
AssemblyAI - Transcribenode uses awebhook_urlto receive a callback from AssemblyAI upon transcription completion. After activating your workflow, retrieve the unique webhook URL generated by n8n for this workflow (it acts as the implicit trigger for the analysis part) and update thewebhook_urlparameter in theAssemblyAI - Transcribenode. - Configure OpenAI Credentials: In the
OpenAI - Analyze callnode, link your OpenAI API key using the predefined credential type. - Customize Analysis Prompt: Modify the
promptin theSet varsnode to tailor the AI's analysis to your specific sales metrics and reporting needs. - Activate & Test: Activate the workflow. You can initiate a test by clicking "Test workflow" in the
When clicking 'Test workflow'node for the initial transcription kick-off, or by triggering the webhook URL directly with a testtranscript_idfrom AssemblyAI for the analysis part.
Apps Used
Workflow JSON
{
"id": "4ee8099a-a48f-4d90-9854-f47941b7651b",
"name": "Automate Sales Call Analysis with AI",
"nodes": 10,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 4ee8099a-a48f...
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