Sales call notes and CRM updates
Logs new bookings in your CRM, turns call transcripts into organised notes and moves deals forward.
What it does
When a prospect books a call, a CRM record is created. After the call, the transcript is fetched, AI organises it into structured notes in a Google Doc, and the deal status is updated. It can also start a proposal from the call notes.
Trigger
A Calendly booking, then a call transcript becoming available.
Steps
- A new booking creates or updates the CRM record.
- After the call, the transcript is retrieved from the call recorder.
- AI organises the transcript into structured notes.
- Notes are written to a Google Doc linked to the record.
- The deal status is updated and a proposal can be started.
Tools
- n8n
- Google Gemini
- Airtable
- Calendly
- Fireflies
- Google Docs
Who it suits
Service businesses that sell over video calls and want notes and CRM records kept up to date without typing.
Want this set up for your business?
It starts with the £450 Payback Check: one process timed and scored, a written report and a fixed quote.
Get your score
£450 Payback Check. Credited if you book a build within 30 days.