Analyze Sales Calls & Route Leads with GPT-4o, Airtable and Trello

AI Sales Analyst & Lead Router

This n8n template handles the post-call process for your business. It uses the call recording to extract valuable data and handles the prospect based on their budget.

Some use cases: Sales follow-ups, auto-qualifying leads based on budget, monetizing low-budget leads, and automatic data entry.

How it works

1. Ingestion: When a call recording is uploaded to a specific Google Drive folder, the workflow is triggered.
2. Transcription: OpenAI's model transcribes the call recording.
3. Analysis: The GPT-4o model analyzes the transcript and extracts crucial information.
4. Lead classification: The extracted budget is checked against your defined threshold (e.g., $5,000).
   • Hot leads (Budget > 5k): The workflow logs the data in Airtable (CRM), creates a high-priority task, and instantly alerts the team via a Slack channel.
   • Warm leads (Budget < 5k): The workflow logs the data, creates a low-priority task, and emails the lead, offering a cheaper alternative.
5. Logging: Every execution is logged in Airtable.

How to use the workflow

1. Configure Google Drive: Open the Trigger node and select the destination folder for the call recordings.
2. Set your Threshold: Open the If node and set your desired budget (currently set to 5,000).
3. Customize the email: Open the Gmail node in Phase 2B and modify the email according to your own preferences.
4. Database mapping: Ensure that your Airtable base has the following columns: Client Name, Budget, Sentiment, Summary, Date, and Timeline.
5. Test it out! Generate a sample audio file on ElevenLabs and upload it to your Google Drive folder.

Requirements

• Google Drive (For storing audio recordings)
• OpenAI API Key (Access to OpenAI models)
• Airtable (For CRM and System Logging)
• Trello (For Task Management)
• Slack (For Team Notifications)
• Gmail (For sending automated emails)