Automate Sales Call Grading with Fireflies.ai, OpenAI, and Google Sheets

Turn your sales and onboarding calls into actionable insights — automatically!
This workflow connects Fireflies.ai with OpenAI to analyze and grade your call transcripts. The results, along with your lead’s details, are logged directly into a Google Sheet for easy tracking. Plus, you’ll get an instant Slack or Gmail notification with the evaluation so you can take quick action.

🚀 What It Does

• Triggers on new Fireflies.ai transcripts
• Uses AI to evaluate and grade your calls
• Logs lead + scoring data into Google Sheets
• Sends instant updates via Slack or Gmail

💡 Why It’s Valuable

• Save hours of manual call reviews
• Keep a consistent, unbiased scoring system
• Centralize data for reporting and coaching
• Act faster with real-time notifications

Perfect for sales, onboarding, or customer success teams who want to improve call quality at scale while saving time.

🛠️ Setup Instructions

1. Connect Fireflies.ai – Enable transcript export from your Fireflies.ai account.
2. Integrate with OpenAI – Use the provided API key to analyze and score transcripts automatically.
3. Configure Google Sheets – Create a sheet with columns for:
   • Lead Name
   • Company
   • Call Date
   • Transcript Link
   • AI Score
   • Notes/Insights
4. Enable Notifications – Connect Slack or Gmail to receive instant alerts with evaluation details.
5. Test & Launch – Run a sample call to ensure transcripts flow correctly into the sheet and notifications are triggered.

🔄 Detailed Workflow

1. A new call transcript is generated in Fireflies.ai.
2. The transcript is sent to OpenAI, where the call is evaluated and scored based on quality, engagement, and outcomes.
3. The results + lead data are logged automatically into Google Sheets for centralized tracking.
4. A Slack or Gmail notification instantly alerts your team with the score and key insights, so you can take immediate action.

📊 Google Sheets

Your Google Sheet should include the following columns:

• Lead Name
• Email/Contact
• Company Name
• Call Date & Time
• Transcript URL
• AI Evaluation Score
• Summary/Next Steps

This structure ensures clarity, easy reporting, and consistent data across all calls.

⚠️ Community Node Disclaimer

This workflow is created with community nodes and integrations. Please review security and API key management best practices before deploying in production.

🖼️ Workflow Template