💬 Analyze sales calls with GPT-4 and deliver coaching feedback via Slack & Sheets

⚡ 115 views · 💬 Lead Nurturing & AI Sales Agents

Description

About This Template

Turn every sales meeting into a coaching opportunity. This workflow automatically analyzes tldv meeting recordings using OpenAI (GPT-4) to provide instant, actionable feedback to your sales team.

It acts as a virtual sales coach, evaluating key performance metrics like listening skills, question quality, and customer engagement without requiring a manager to listen to every call.

How It Works

1. Trigger: The workflow starts automatically when a meeting transcript is ready in tldv (via Webhook).
2. Data Retrieval: It fetches the full meeting details and transcript from the tldv API.
3. AI Analysis: GPT-4 analyzes the conversation to score the sales rep’s performance (e.g., Speaking vs. Listening balance, Clarity, Next Steps).
4. Delivery:
   • Slack: Sends a summary notification and a detailed markdown report to the team channel.
   • Google Sheets: Archives the scores and meeting data for long-term tracking.

Who It’s For

• Sales Managers: To monitor team performance and identify coaching needs at scale.
• Account Executives: To get immediate feedback on their calls and self-correct.
• Sales Enablement: To track KPI trends over time.

Requirements

• n8n (Cloud or Self-hosted)
• tldv (Business Plan) for API/Webhook access
• OpenAI API Key (GPT-4 access recommended)
• Slack Workspace
• Google Sheets

Setup Steps

1. Credentials: Configure “Header Auth” for tldv (x-api-key) and OpenAI (Authorization). Connect OAuth for Slack and Google Sheets.
2. Webhook: Copy the Production URL from the first node (Webhook) and add it to your tldv Settings > Integrations > Webhooks (select Event: TranscriptReady).
3. Google Sheets: Create a sheet (e.g., named Sales Feedback) with columns for Meeting Name, Score, Summary, etc.
   • Note: Be sure to update the Google Sheets node in the workflow to match your specific Sheet Name and Column headers.

🔗 Nodes Used

Google Sheets, HTTP Request, Slack, Webhook

📥 Import

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

📖 Importing guide · 🔑 Credential setup