🤝 Turn call, chat, and email transcripts into sales records with Claude, Sheets, and Gmail
⚡ 15 views · 🤝 CRM & Sales Operations
Description
Quick overview
This workflow accepts a call, chat, or email transcript via an n8n form or a webhook, uses Anthropic Claude to extract structured sales fields and a follow-up message, logs the results to Google Sheets, and sends urgent conversations to a Gmail recipient.
How it works
- Receives a transcript and channel either from an n8n form submission or a POST request to a webhook endpoint.
- Normalizes the incoming payload into a consistent structure with source, channel, timestamp, and transcript text.
- Sends the transcript to Anthropic Claude to extract strict JSON fields such as summary, contact, company, needs, intent, budget, timeline, objections, urgency, next action, and a follow-up message.
- Parses Claude’s JSON output and builds a human-readable text view, falling back to a manual-review record if parsing fails.
- Appends the structured fields to a Google Sheets tab named “Conversations” for ongoing record-keeping.
- If the extracted urgency is high, sends the readable summary and follow-up via Gmail to the configured alert recipient.
- Returns results as structured JSON to webhook callers or displays the readable results page to form users.
Setup
- Add an Anthropic credential and select a Claude model in the Anthropic/Claude language model node.
- Connect your Google Sheets account and set the target spreadsheet (document ID) and ensure it has a sheet/tab named “Conversations”.
- Connect your Gmail account for sending email alerts.
- Replace the placeholder email in the alert recipient field (currently you@example.com) with your real distribution address.
- If using the webhook intake, copy the webhook URL for the /analyze-conversation endpoint and configure your source system to POST transcript and channel fields.
Requirements
- A Google account with access to Google Sheets and Gmail
- An Anthropic API key
Customization
- Edit the extraction fields in the Claude prompt and the Google Sheets columns to match your sales pipeline
- Change the urgency condition to match your escalation rules
- Swap the Gmail alert for Slack, or point the webhook response at your CRM
Additional info
Tested end to end with the built-in form. To try it after import, open the form, paste any call or chat transcript, and submit. The webhook accepts POST requests with transcript and channel fields for system integrations.
🔗 Nodes Used
Google Sheets, Webhook, Gmail, Basic LLM Chain, Anthropic Chat Model, n8n Form Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File