Gong Call Metadata Generator
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Extracts structured metadata from Gong.io sales calls, enriched with Salesforce data, for use in downstream AI processing.
About This Workflow
This workflow is designed to automatically process sales call recordings from Gong.io. It retrieves detailed call data and transcripts, enriches them with relevant information from Salesforce (like opportunity and account details), and structures this data into a usable format. The primary goal is to generate comprehensive metadata that can be fed into AI models for further analysis, summarization, or action.
Key Features
- Gong.io Integration: Fetches detailed call data and transcripts using Gong's v2 API.
- Salesforce Enrichment: Integrates with Salesforce to pull Opportunity and Account information, including company name, stage, and employee count.
- Data Structuring: Organizes call participants by affiliation (Internal/External) and extracts key metadata like call title, start time, and URL.
- Domain Extraction: Identifies company domains from external attendees' emails to potentially enrich data further.
- Transcript Processing: Formats the call transcript into a readable string, marking speakers by their affiliation.
- Dynamic Metadata Generation: Creates a structured JSON output containing all gathered and processed information.
How To Use
- Execute Workflow Trigger: This node initiates the workflow. Ensure it's configured to pass the necessary call ID(s) and Salesforce opportunity data.
- Retrieve detailed call data: Makes an API call to Gong.io to fetch comprehensive call details.
- Get transcript: Fetches the raw transcript for the specified call(s).
- Extract Call Data: Splits the
body.callsarray from the Gong API response into individual items. - Join Transcript to String: Processes the transcript data, formatting it into a structured array of speaker and text.
- Merge call and transcript Data: Combines the detailed call data with the processed transcript.
- Join Affiliation: A code node that maps speaker IDs to their affiliations (Internal/External) based on party data.
- Join conversation: Another code node that formats the conversation into a readable string with speaker affiliations.
- Get External Attendees Emails: Extracts email addresses of external attendees.
- Get Opp Data: Retrieves Opportunity data from Salesforce using the provided Opportunity ID.
- Extract SF Opp Data: Extracts specific fields from the Salesforce Opportunity data.
- Get account data: Retrieves Account data from Salesforce using the Account ID from the Opportunity.
- Extract SF Opp Data1: Extracts specific fields from the Salesforce Account data.
- Combine Salesforce Opp Data: Merges the extracted Opportunity and Account data.
- Aggregate Salesforce data: Aggregates all processed Salesforce data into a single item.
- Aggregate Gong Call Transcript: Aggregates the detailed Gong call data into a single item.
- Merge Enriched Transcript Data: Merges the aggregated Gong data with the aggregated Salesforce data.
- Isolate Notion Data: (Potentially misnamed, appears to isolate and structure final metadata for AI processing or other downstream use). It extracts and renames various fields from the merged data, including company name, attendees, call metadata, and Salesforce-related fields.
Apps Used
Workflow JSON
{
"id": "20312adf-3af4-4ca7-9f81-0434e04fc507",
"name": "Gong Call Metadata Generator",
"nodes": 12,
"category": "Data Processing",
"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: 20312adf-3af4...
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