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CallForge - 02 - prep Gong calls with sheets & notion for AI summarization

Angel MenendezAngel Menendez
1607 views
2/3/2026
WebhookAutomationSearchSalesforceCRM
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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.

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!

Workflow: Prep Gong Calls with Google Sheets & Notion for AI Summarization

This n8n workflow automates the preparation of Gong call data, enriching it with information from Google Sheets and then storing it in Notion, likely for further AI summarization or analysis. It acts as a bridge between your call recording platform and your knowledge management system.

What it does

This workflow performs the following key steps:

  1. Manual Trigger: The workflow can be initiated manually.
  2. Retrieve Gong Calls: It fetches a list of calls from Gong.
  3. Process Calls in Batches: Each Gong call is processed individually to handle potential rate limits or large datasets efficiently.
  4. Execute Sub-workflow: For each Gong call, it calls a sub-workflow to perform detailed processing. This modular approach allows for reusable logic.
  5. Retrieve Google Sheet Data: It reads data from a specified Google Sheet.
  6. Compare Datasets: It compares the Gong call data with the Google Sheet data, likely to identify new or updated calls, or to enrich Gong data with sheet information.
  7. Filter for New/Updated Records: Based on the comparison, it filters for relevant records (e.g., calls that need to be added or updated in Notion).
  8. Prepare Data for Notion: It manipulates and formats the data to fit the structure required by Notion.
  9. Create/Update Notion Pages: It creates new pages or updates existing ones in a Notion database using the prepared data.
  10. Aggregate Results: It collects the results from the Notion operations.
  11. No Operation (Placeholder): A placeholder node, possibly for future expansion or debugging.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running instance of n8n.
  • Gong Account: Credentials configured in n8n to access your Gong data.
  • Google Sheets Account: Credentials configured in n8n to access your Google Sheets. You'll need to specify the Spreadsheet ID and Sheet Name.
  • Notion Account: Credentials configured in n8n to access your Notion workspace. You'll need to specify the Database ID where the call data will be stored.
  • Sub-workflow: A separate n8n workflow that is executed by the "Execute Workflow" node. The JSON for this sub-workflow is not included here but is essential for the full functionality.

Setup/Usage

  1. Import the Workflow: Import the provided JSON into your n8n instance.
  2. Configure Credentials:
    • Set up your Gong credentials.
    • Set up your Google Sheets credentials.
    • Set up your Notion credentials.
  3. Configure Nodes:
    • Gong Node: Ensure the correct operation (e.g., "Get All Calls") and any necessary filters are configured.
    • Google Sheets Node: Specify the Spreadsheet ID and Sheet Name you wish to read from.
    • Execute Workflow Node: Ensure the Workflow ID points to your sub-workflow.
    • Notion Node: Configure the Database ID where the call data should be stored. Map the fields from the incoming data to your Notion database properties.
    • Edit Fields (Set) Node: Adjust the field transformations as needed to match your Notion database schema.
  4. Activate the Workflow: Once configured, activate the workflow. You can then trigger it manually to test.

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