Gong Call Metadata Generation for Multilingual Metadata
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Extracts Gong call data from Salesforce, filters by opportunity stage and value, and formats it for further processing to generate structured metadata in multiple languages.
About This Workflow
This workflow is designed to extract valuable metadata from Gong calls recorded within Salesforce. It aims to process these calls to generate structured metadata that can be used for various downstream applications, including generating multilingual content.
The workflow starts by fetching recent Gong call records from Salesforce, sorting them by creation date to ensure the latest calls are processed first. It then filters these calls based on specific criteria: the opportunity stage must be either 'Discovery' or 'Meeting Booked', and the primary opportunity field must not be empty. If these conditions are met, the workflow proceeds to retrieve detailed Gong call information and formats it into a standardized JSON object. This structured data is then passed to an external workflow ('Gong Call Preprocessor') for further processing, potentially including the generation of multilingual metadata.
Key Features
- Scheduled Execution: Automatically runs hourly to process new calls.
- Salesforce Integration: Pulls Gong call data from Salesforce custom objects.
- Data Filtering: Filters calls based on opportunity stage ('Discovery', 'Meeting Booked') and presence of a primary opportunity.
- Gong API Integration: Fetches detailed call information using the Gong API.
- Data Transformation: Formats call data into a structured JSON object.
- Workflow Chaining: Passes processed data to another workflow for further processing.
- Multilingual Metadata Potential: The structured output is designed to facilitate multilingual metadata generation.
How To Use
- Configure Salesforce Credentials: Ensure your Salesforce credentials (
Angel SF Creds v3) are correctly set up. - Configure Gong Credentials: Ensure your Gong API credentials (
Liam Gong Cred) are correctly set up. - Triggering: The workflow is set to run hourly (
Run Hourlynode). It can also be manually tested using theWhen clicking ‘Test workflow’node. - Data Fetching: The
Get all custom Salesforce Gong Objectsnode fetches Gong call records from Salesforce, filtered for the last 4 hours. - Sorting: The
Sort by datenode orders the fetched records byCreatedDatein descending order. - Condition Checks:
- The
Check if Opportunity Stage is Meeting Booked or Discoverynode filters for calls where the opportunity stage is 'Discovery' or 'Meeting Booked'. - The
Check if Primary Opportunity Contains Valuenode ensures that theGong__Primary_Opportunity__cfield is not empty.
- The
- Gong Call Retrieval: If conditions are met, the
Get Gong Callnode fetches detailed call data from the Gong API using theGong__Call_ID__c. - Data Formatting: The
Format call into correct JSON Objectnode restructures the retrieved call data into a standardized JSON format, including mapping Salesforce opportunity data. - External Processing: The formatted data is passed to an external workflow (
Gong Call Preprocessor Demo/6mL5jWOJfuzkpjzx) via thePass to Gong Call Preprocessornode. This external workflow is expected to handle the generation of multilingual metadata.
Apps Used
Workflow JSON
{
"id": "ab463f4b-a6f9-4bb9-8cd7-dfc4b9bb1838",
"name": "Gong Call Metadata Generation for Multilingual Metadata",
"nodes": 5,
"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.
Get This Workflow
ID: ab463f4b-a6f9...
About the Author
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