🤝 Automate sales call grading with Fireflies.ai, OpenAI, and Google Sheets
⚡ 128 views · 🤝 CRM & Sales Operations
Description
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
- Connect Fireflies.ai – Enable transcript export from your Fireflies.ai account.
- Integrate with OpenAI – Use the provided API key to analyze and score transcripts automatically.
- Configure Google Sheets – Create a sheet with columns for:
- Lead Name
- Company
- Call Date
- Transcript Link
- AI Score
- Notes/Insights
- Enable Notifications – Connect Slack or Gmail to receive instant alerts with evaluation details.
- Test & Launch – Run a sample call to ensure transcripts flow correctly into the sheet and notifications are triggered.
🔄 Detailed Workflow
- A new call transcript is generated in Fireflies.ai.
- The transcript is sent to OpenAI, where the call is evaluated and scored based on quality, engagement, and outcomes.
- The results + lead data are logged automatically into Google Sheets for centralized tracking.
- 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
🔗 Nodes Used
Google Sheets, Slack, Webhook, Gmail, OpenAI
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File