CallForge - 03 - Gong transcript processor and Salesforce enricher

!callforgecompressed.png(fileId:1005) --- 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 1. Retrieves Gong Call Data - Calls the Gong API to extract call metadata, speaker interactions, and collaboration details. - Fetches call transcripts for AI processing. 2. Processes and Cleans Transcripts - Converts call transcripts into structured, speaker-based dialogues. - Assigns each speaker as either Internal (Sales Team) or External (Customer). 3. 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. 4. Merges and Enriches Data - Combines Gong metadata, Salesforce customer details and insights. - Ensures all necessary data is available for AI-driven sales insights. 5. 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 1. 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!