Automate CRM Notes: Transcribe Calls with Deepgram & Sheets

Revolutionize CRM Management: Automatically Transcribe and Log Calls in Real-Time

Streamline your customer relationship management with our highly efficient workflow: Automate CRM Notes by transcribing calls seamlessly using Deepgram and documenting them in Google Sheets. Enhance your workflow, minimize manual errors, and focus more on your client interaction, all while maintaining comprehensive records effortlessly.

What this Workflow Does

• Receives Call Data: Initiates with an authenticated POST webhook request that carries a contact's mobile number and an attached audio file.
• Contact Lookup: Searches for the contact in GoHighLevel (LeadConnector) by the provided mobile number, proceeding only if a matching contact ID is verified.
• Transcription: Utilizes Deepgram’s transcription API to convert the audio file from the webhook payload into text.
• Contextual Notes Retrieval: Extracts existing notes associated with the contact from GoHighLevel, limiting to notes from the past 30 days.
• Note Structuring: Sends the recent notes and the transcript to Google Gemini for generating a structured, coherent CRM call note.
• Data Logging: Updates or adds new data into Google Sheets, encompassing the contact’s details, the recent notes, an execution link, and the AI-generated CRM note.
• Workflow Response: Sends back the workflow results to the origin webhook request, ensuring seamless communication.

Use Cases

• Sales Teams: Perfect for sales professionals who need quick and accurate documentation of customer interactions to enhance follow-up efficiency.
• Customer Support: Ideal for support teams needing to keep comprehensive and structured logs of all customer calls for future reference and quality control.
• SaaS Companies: Essential for product teams who need to integrate call logs into their CRM systems, providing insights to refine services and products.

Technical Details

• Utilizes n8n automation platform, ensuring robust and flexible workflow management.
• Incorporates nodes such as if, code, webhook, high level, sticky note, and HTTP request.
• Integrated with Deepgram for state-of-the-art audio transcription.
• Employs Google Sheets to record and organize call and contact information effectively.
• Leverages GoHighLevel for seamless contact lookup and notes retrieval.