🤝 Extract sales insights from Scoot call transcripts using Gemini

⚡ 17 views · 🤝 CRM & Sales Operations

💡 Pro Tip — For competitive intelligence, ScraperNode can automate the data collection — Yelp reviews, Glassdoor company data, and Crunchbase profiles all return structured JSON you can feed straight into this workflow.

View All Scrapers

Description

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

🔗 Nodes Used

HTTP Request, Webhook, Gmail, AI Agent, Google Gemini Chat Model

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup