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Workflow Description Who is this for? This workflow is designed for sales and revenue teams using Gong and Salesforce to track and analyze sales calls. It helps automate the extraction, filtering, and preprocessing of Gong call data for further AI analysis. What problem is this solving? Sales teams often generate large amounts of call data, but not all calls are relevant for deeper analysis. This workflow filters calls based on predefined criteria, extracts relevant metadata, and formats the data before passing it to an AI processing pipeline. What this workflow does Triggers on new Gong calls synced to Salesforce** every hour. Filters calls based on opportunity stage** (Discovery or Meeting Booked). Retrieves Gong call details** via API. Formats call data into a structured JSON object** for AI processing. Passes the structured data to a Gong Call Preprocessor workflow** for further insights. Setup Ensure that you have connected Salesforce and Gong APIs with valid credentials. Modify the Salesforce query in Get all custom Salesforce Gong Objects to match your organization’s requirements. Set the schedule trigger interval in the Run Hourly node if needed. Connect this workflow to an AI processing workflow to analyze call transcripts. Workflow Templates: CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion How to customize Change filtering logic: Adjust the **opportunity stage filter (Check if Opportunity Stage is Meeting Booked or Discovery) to match your sales process. Modify data formatting**: Add or remove fields in the Format call into correct JSON Object node to customize the output. Adjust trigger frequency**: Change the Run Hourly node to run at a different interval if required.

CallForge - AI Gong Sales Call Processor Streamline your sales call analysis with CallForge, an automated workflow that extracts, enriches, and refines Gong.io call data for AI-driven insights. Who is This For? This workflow is designed for: ✅ Sales teams looking to automate sales call insights. ✅ Revenue operations (RevOps) professionals optimizing call data processing. ✅ Businesses using Gong.io to analyze and enhance sales call transcripts. What Problem Does This Workflow Solve? Manually analyzing sales calls is time-consuming and prone to inconsistencies. While Gong provides raw call data, interpreting these conversations and improving AI-generated summaries can be challenging. With CallForge, you can: ✔️ Automate transcript extraction from Gong.io. ✔️ Enhance AI insights by adding product and competitor data. ✔️ Reduce errors from AI-generated summaries by correcting mispronunciations. ✔️ Eliminate duplicate calls to prevent redundant processing. What This Workflow Does 1. Extracts Gong Call Data Retrieves call recordings, metadata, meeting links, and duration from Gong. 2. Removes Duplicate Entries Queries Notion** to ensure that already processed calls are not duplicated. 3. Enriches Call Data Fetches integration details** from Google Sheets. Retrieves competitor insights** from Notion. Merges data** to provide AI with a more comprehensive context. 4. Prepares AI-Friendly Transcripts Cleans up transcripts** for structured AI processing. Reduces prompt complexity** for more accurate OpenAI outputs. 5. Sends Processed Data to an AI Call Processor Delivers the cleaned and enriched transcript** to an AI-powered workflow for generating structured call summaries. How to Set Up This Workflow 1. Connect Your APIs 🔹 Gong API Access – Set up your Gong API credentials in n8n. 🔹 Google Sheets Credentials – Provide API access for retrieving integration data. 🔹 Notion API Setup – Connect Notion to fetch competitor insights and store processed data. 🔹 AI Processing Workflow – Ensure an OpenAI-powered workflow is in place for structured summaries. CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion 2. Customize to Fit Your Needs 💡 Modify Data Sources – Update connections if using a different CRM, database, or analytics tool. 💡 Adjust AI Processing Logic – Optimize transcript formatting based on your preferred AI model. 💡 Expand Data Enrichment – Integrate CRM data, industry benchmarks, or other insights. Why Use CallForge? By automating Gong call processing, CallForge empowers sales teams to: 📈 Gain valuable AI-driven insights from calls. ⚡ Speed up decision-making with cleaner, structured data. 🛠 Improve sales strategies based on enriched, accurate transcripts. 🚀 Start automating your Gong call analysis today!