CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization

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.

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

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!