Extract sales insights from Scoot call transcripts using Gemini

Automatically extract sales insights from call transcripts and update your CRM.

Every time Scoot finishes transcribing a sales call, this workflow pulls out the key details—budget, competitors, objections, next steps—and sends a formatted summary to the rep.

How It Works

1. Scoot webhook triggers when transcription completes
2. Fetches the full transcript via Scoot API
3. AI Agent (Gemini) extracts structured data: budget, competitors, objections, timeline, decision maker, pain points, buying signals
4. Updates your CRM with extracted fields
5. Emails a formatted summary to the sales rep

If the transcript is still processing, it retries automatically (up to 6 times, 1 hour apart).

Setup

1. Import the workflow JSON
2. Add credentials:
   • Scoot API → Header Auth with your API key
   • Google Gemini → API key from aistudio.google.com
   • Gmail → OAuth2
3. Copy webhook URL to Scoot Dashboard → Webhooks → Transcription Complete
4. Replace the mock CRM node with HubSpot, Salesforce, or Pipedrive
5. Test with the manual trigger (uses sample data)
6. Activate