CallForge - 03 - Gong transcript processor and Salesforce enricher
--- CallForge - AI Gong Transcript PreProcessor Transform your Gong.io call transcripts into structured, enriched, and AI-ready data for better sales insights and analytics. Who is This For? This workflow is designed for: ✅ Sales teams looking to automate call transcript formatting. ✅ Revenue operations (RevOps) professionals optimizing AI-driven insights. ✅ Businesses using Gong.io that need structured, enriched call transcripts for better decision-making. What Problem Does This Workflow Solve? Manually processing raw Gong call transcripts is inefficient and often lacks essential context for AI-driven insights. With CallForge, you can: ✔ Extract and format Gong call transcripts for structured AI processing. ✔ Enhance metadata using sales data from Salesforce. ✔ Classify speakers as internal (sales team) or external (customers). ✔ Identify external companies by filtering out free email domains (e.g., Gmail, Yahoo). ✔ Enrich customer profiles using PeopleDataLabs to identify company details and locations. ✔ Prepare transcripts for AI models by structuring conversations and removing unnecessary noise. What This Workflow Does Retrieves Gong Call Data Calls the Gong API to extract call metadata, speaker interactions, and collaboration details. Fetches call transcripts for AI processing. Processes and Cleans Transcripts Converts call transcripts into structured, speaker-based dialogues. Assigns each speaker as either Internal (Sales Team) or External (Customer). Extracts Company Information Retrieves Salesforce data to match customers with existing sales opportunities. Filters out free email domains to determine the customer’s actual company domain. Calls the PeopleDataLabs API to retrieve additional company data and location details. Merges and Enriches Data Combines Gong metadata, Salesforce customer details and insights. Ensures all necessary data is available for AI-driven sales insights. Final Formatting for AI Processing Merges all call transcript data into a single structured format for AI analysis. Extracts the final cleaned, enriched dataset for further AI-powered insights. How to Set Up This Workflow Connect Your APIs 🔹 Gong API Access – Set up your Gong API credentials in n8n. 🔹 Salesforce Setup – Ensure API access if you want customer enrichment. 🔹 PeopleDataLabs API – Required to retrieve company and location details based on email domains. 🔹 Webhook Integration – Modify the webhook call to push enriched call data to an internal system. 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 This Workflow 💡 Modify Data Sources – Connect different CRMs (e.g., HubSpot, Zoho) instead of Salesforce. 💡 Expand AI Analysis – Add another AI model (e.g., OpenAI GPT, Claude) for advanced conversation insights. 💡 Change Speaker Classification Rules – Adjust internal vs. external speaker logic to match your team’s structure. 💡 Filter Specific Customers – Modify the free email filtering logic to better fit your company’s needs. Why Use CallForge? 🚀 Automate Gong call transcript processing to save time. 📊 Improve AI accuracy with enriched, structured data. 🛠 Enhance sales strategy by extracting actionable insights from calls. Start optimizing your Gong transcript analysis today!
By Angel MenendezTrack meal nutrition from meal photos with LINE, Google Gemini and Google Sheets
AI Meal Nutrition Tracker with LINE and Google Sheets Who's it for This workflow is designed for health-conscious individuals, fitness enthusiasts, and anyone who wants to track their daily food intake without manual calorie counting. It is best suited for users who want a simple, AI-powered meal logging system that analyzes food photos one at a time and provides instant nutritional feedback via LINE. What it does This workflow processes a single meal photo sent via LINE, analyzes it using Google Gemini AI to identify foods and estimate nutritional content, and stores the data in Google Sheets for tracking. The workflow focuses on simplicity and encouragement: it receives a meal image, performs AI-based food recognition, estimates calories and macronutrients, calculates a health score, provides personalized advice, and replies with a detailed nutritional breakdown on LINE. How it works A single meal photo is sent to the LINE bot. The workflow is triggered via a LINE webhook. The image file is downloaded and sent to Google Gemini AI for food analysis. The AI identifies foods and estimates nutritional values (calories, protein, carbs, fat, fiber). A health score (1-10) is calculated with personalized improvement tips. The data is appended to Google Sheets for meal history tracking. The image is uploaded to Google Drive for reference. A formatted nutritional report with advice is sent back as a LINE reply. This workflow is intentionally designed to handle one image per execution. Requirements To use this workflow, you will need: A LINE Messaging API account A Google Gemini API key A Google account with access to Google Sheets and Google Drive A Google Sheets document with the following column names: Date Time Meal Type Food Items Calories Protein (g) Carbs (g) Fat (g) Fiber (g) Health Score Advice Image URL Important limitations This workflow does not support multiple images sent in a single message. Sending images in quick succession may trigger multiple executions and lead to unexpected results. Only the first image in an event payload is processed. Nutritional values are AI estimates based on visual analysis and typical serving sizes. Accuracy depends on image quality, lighting, and food visibility. This tool should not replace professional dietary advice. These limitations are intentional to keep the workflow simple and easy to understand. How to set up Create a LINE Messaging API channel and obtain a Channel Access Token. Generate a Google Gemini API key. Update the Config node with your LINE token, Google Sheets ID, Google Drive folder ID, and daily calorie goal. Configure credentials for LINE, Google Gemini, Google Sheets, and Google Drive. Register the n8n webhook URL in your LINE channel settings. Activate the workflow in n8n and test it with a single meal photo. How to customize Modify the AI prompt in the "Analyze Meal with AI" node to support different languages or dietary frameworks (keto, vegan, etc.). Adjust the daily calorie goal in the Config node to match individual needs. Add additional nutritional fields such as sodium, sugar, or vitamins. Replace Google Sheets with a fitness app API or database. Integrate with other services to send daily/weekly nutrition summaries. --- Note: This workflow was tested using real meal photos sent individually via the LINE Messaging API. Nutritional estimates are approximations and may vary from actual values. For accurate dietary tracking, consult a registered dietitian.
By Oka HironobuForecast Zoho CRM deals with AlphaVantage market data, GPT‑4 and Slack alerts
Zoho CRM Deal Forecasting with External Market Factor This workflow automatically fetches active deals from Zoho CRM, retrieves real-time market signals, calculates AI-enhanced forecast metrics, evaluates deal-market alignment, stores data in a database, updates CRM, and sends a summary alert to Slack. This workflow runs weekly to help sales teams make data-driven decisions. It fetches all open deals from Zoho, calculates expected revenue using deal amount, probability, seasonal trends, and market signals. An AI node evaluates each deal’s match ratio against current market conditions. Forecasts and AI insights are stored in a database and written back into Zoho. A Slack message summarizes the key metrics for easy review. You receive: Weekly automated deal forecast. AI-powered deal-market alignment insights. Database storage for historical trends. Slack summary notifications. Ideal for sales teams wanting real-time insights into pipeline health and market alignment without manual calculations. Quick Start – Implementation Steps Import the provided n8n workflow JSON file. Add your Zoho CRM credentials in all relevant nodes. Add your AlphaVantage API key in the Market Signal node. Connect your Slack credentials and select the channel for alerts. Connect your Supabase (or preferred database) account for storing forecasts. Activate the workflow — it will run automatically on the configured weekly schedule. What It Does This workflow automates deal forecasting with AI-enhanced insights: Fetches all active deals from Zoho CRM. Retrieves real-time market data (SPY index) from AlphaVantage. Combines deal and market data for forecast calculations. Calculates expected revenue using: Deal amount Probability Seasonal factors Market signals Sends deal data to an AI node for match ratio, confidence level, and reasoning. Parses AI output and merges it with forecast data. Stores forecast & AI metrics in a database (Supabase). Updates Zoho CRM with adjusted forecast and AI insights. Sends a summary alert to Slack including: Deal name and stage Amount, probability, and expected revenue Market signal and seasonal factor AI match ratio and confidence This ensures teams see clear, actionable sales insights every week. Who’s It For This workflow is ideal for: Sales managers and CRM admins Revenue operations teams Forecasting analysts Teams using Zoho CRM and Slack for pipeline management Anyone wanting AI insights on market alignment for deals Requirements to Use This Workflow To run this workflow, you need: n8n instance (cloud or self-hosted) Zoho CRM account with API access AlphaVantage API key for market data Slack workspace with API permissions Supabase or other database for storing forecasts Basic understanding of deals, probabilities, and seasonal forecasting How It Works Weekly Trigger – Workflow runs automatically once a week. Fetch Deals – Retrieves all active deals from Zoho CRM. Get Market Signal – Fetches real-time market data. Combine Deal & Market Info – Merges deal and market datasets. Generate Forecast Metrics – Calculates expected revenue using deal info, seasonality, and market influence. AI Deal Match Evaluator – AI evaluates alignment of each deal with market conditions. Parse AI Output & Merge Forecast – Parses AI response and combines with forecast data. Store Forecast in Database – Saves forecast and AI insights to Supabase. Update Deal Forecast in Zoho – Updates deals with adjusted forecast and AI insights. Send Forecast Summary to Slack – Sends a clear summary with key metrics. Setup Steps Import the workflow JSON file into n8n. Add Zoho credentials for deal fetch and update nodes. Add AlphaVantage API key for market signal node. Configure Supabase node to store forecast data. Add Slack credentials and choose a channel for notifications. Test the workflow manually to ensure metrics are calculated correctly. Activate the weekly trigger. How To Customize Nodes Forecast Calculation Modify Generate Forecast Metrics node to adjust seasonal factors or calculation logic. AI Match Evaluation You can tweak prompts in Message a Model to adjust AI scoring logic or reasoning output. Database Storage Supabase node can include additional fields: Timestamp Deal owner Notes or comments Additional KPIs Slack Alerts Customize message format, emojis, or mentions for team readability. Add-Ons (Optional Enhancements) Integrate multiple market indices for more accurate forecasting. Add multi-stage probability adjustments. Create dashboards using stored forecast data. Extend AI evaluation for risk scoring or priority recommendations. Use Case Examples Pipeline Health Quickly see which deals are aligned with market conditions. Forecast Accuracy Track historical vs AI-enhanced forecasts for trend analysis. Team Notifications Slack summary alerts keep sales and leadership informed weekly. Troubleshooting Guide | Issue | Possible Cause | Solution | |-------|----------------|---------| | No Slack alerts | Invalid credentials | Re-check Slack API key and channel | | Forecast not updating | Zoho API error | Verify Zoho OAuth credentials | | AI node fails | Model misconfiguration | Check OpenAI API credentials & prompt format | | Data not stored | Supabase connection issue | Verify credentials and table mapping | Need Help? If you need assistance setting up the workflow, modifying the AI forecast logic or integrating Slack summaries our n8n workflow development team at WeblineIndia can help. We provide workflow customization, advanced forecasting and reporting solutions for Zoho CRM pipelines.
By WeblineIndia