Generate personalized sales follow-ups from Fireflies transcripts with Gemini & Google Drive
Automatically Generate AI Follow-Up Messages from Fireflies Transcripts
This workflow automates creating personalized follow-up messages for your clients based on meeting transcripts fetched from Fireflies. It ensures the right guest information is captured, the transcript is processed by AI, and the output is stored neatly in Google Drive.
What it Does
- Triggers on New Appointment: The workflow starts when a new appointment is created in Google Calendar.
- Extracts Guest and Appointment Details: The Edit Fields node extract the guest's email, appointment start/end time, status, and creator.
- Fetches Transcript from Fireflies: The GraphQL node queries Fireflies using the guest email to fetch the meeting transcript, including sentences, participants, and summary.
- Skip IF Empty: The Filter node skip passing the Info to AI Agent if there is no record in Fireflies
- Generates Follow-Up Messages via AI: The AI Agent node (powered by Google Gemini) creates 12 personalized follow-up messages/emails for the guest.
- Messages are conversational, concise, and reference topics and pain points mentioned in the call.
- The messages are tailored to re-engage the client and guide them towards making a purchase.
- Stores Messages in Google Drive: The Google Drive node saves the AI-generated messages in a specific folder, named after the guest, for easy reference.
Use Cases
- Missed Follow-Ups: Automatically create personalized follow-ups after client calls without manual effort.
- Sales & Customer Engagement: Ensure every client gets context-specific messages, improving engagement and conversion.
- Team Collaboration: Messages are saved in Google Drive, making it easy for your team to review and send manually if needed.
Customization
- Transcript Source: The GraphQL node can be customized to fetch transcripts for specific guests or date ranges.
- Message Personalization: The AI prompt in AI Agent can be updated to change the tone, style, or length of messages.
- Storage Folder: You can change the folder in the Google Drive node to organize messages per team, campaign, or client.
Troubleshooting
- AI Messages Not Generated: Verify AI Agent node is connected to Google Gemini Chat Model and has correct API credentials.
- Messages Not Saved: Check the Google Drive folder ID and access permissions.
Requirements
- An N8N instance (self-hosted or cloud).
- Google Gemini API credentials.
- Google Drive account with proper folder access.
- Fireflies API credentials with GraphQL access.
How to Set Up
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Connect Credentials: In Google Calendar Node, GraphQL, AI Agent, and Google Drive nodes, select your credentials for Google Calendar, Fireflies, Google Gemini, and Google Drive.
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Set Guest Details Extraction: Verify the Edit Fields node extracts all required fields (first name, last name, email, appointment times, status).
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Update GraphQL Query: Ensure the query correctly fetches transcripts by guest email. Adjust if your Fireflies workspace uses different fields.
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Customize AI Prompt: Update AI Agent with the exact instructions for message generation (number of messages, tone, context, platform).
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Configure Google Drive Storage: Select the proper folder to save messages, ideally using guest name as file name for easy reference.
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Activate Workflow: Save and activate the workflow.
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Video Tutorial: Step by step video instructions present here for beginners https://youtu.be/5t9xXCz4DzM
Generate Personalized Sales Follow-ups from Fireflies Transcripts with Gemini & Google Drive
This n8n workflow automates the creation of personalized sales follow-up emails using AI. It listens for new meeting transcripts in a specified Google Drive folder, extracts key information, and then leverages Google Gemini to generate tailored follow-up emails, saving them back to Google Drive.
What it does
- Triggers on new Google Calendar events: The workflow starts when a new event is created in a specified Google Calendar.
- Filters for specific events: It checks if the calendar event contains "Fireflies.ai" in its description, indicating a meeting that will likely have a transcript.
- Waits for Fireflies transcript: It then waits for a new file to appear in a designated Google Drive folder (presumably where Fireflies.ai saves its transcripts).
- Extracts relevant information: It extracts the meeting transcript content and other relevant details from the Google Drive file.
- Generates personalized follow-up: An AI Agent, powered by Google Gemini, takes the transcript and generates a personalized sales follow-up email.
- Saves follow-up to Google Drive: The generated follow-up email is then saved as a new document in a specified Google Drive folder.
Prerequisites/Requirements
- n8n Instance: A running n8n instance.
- Google Account: A Google account with access to:
- Google Calendar: For the trigger.
- Google Drive: To monitor for transcripts and save generated follow-ups.
- Google Gemini API Key: For the AI Agent to generate content.
- Fireflies.ai Integration: (Implied) Fireflies.ai should be configured to save meeting transcripts to a specific Google Drive folder that this workflow monitors.
Setup/Usage
- Import the workflow: Import the provided JSON into your n8n instance.
- Configure Google Calendar Trigger:
- Set up your Google Calendar credential.
- Select the calendar you want to monitor for new events.
- Configure Google Drive Node (for transcripts):
- Set up your Google Drive credential.
- Specify the folder ID where Fireflies.ai saves its meeting transcripts.
- Configure AI Agent (Google Gemini):
- Set up your Google Gemini credential.
- Adjust the prompt for the AI Agent to guide the follow-up email generation as needed. Ensure it extracts key information like attendees, topics discussed, action items, and next steps to create a highly personalized email.
- Configure Google Drive Node (for saving follow-ups):
- Specify the folder ID where you want to save the generated follow-up emails.
- Define the file name for the saved emails (e.g., using meeting title and date).
- Activate the workflow: Once all credentials and configurations are set, activate the workflow.
The workflow will now automatically generate and save personalized sales follow-up emails whenever a new Fireflies.ai transcript is detected in your Google Drive.
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