CallForge - 04 - AI Workflow for Gong.io Sales Calls

CallForge - AI Gong Sales Call Processing Workflow
Automate your Gong.io sales call analysis with AI-driven insights, real-time tracking, and structured CRM integration.

Who is This For?
This workflow is designed for:
✅ Sales teams looking to automate sales call processing.
✅ Revenue operations (RevOps) professionals managing high volumes of call data.
✅ AI-driven sales intelligence teams using Gong.io for data-driven insights.

What Problem Does This Workflow Solve?
Manually managing and analyzing large volumes of Gong call data is time-consuming and error-prone.

With CallForge, you can:
✔ Automate call processing to scale AI-driven insights.
✔ Integrate with Notion to track and organize sales call data efficiently.
✔ Get real-time Slack updates to stay informed on call processing progress.
✔ Handle API failures gracefully, allowing easy reruns if a rate limit is hit.
✔ Ensure AI-ready analysis, feeding structured call data into an AI-powered system.

What This Workflow Does

1. Triggers on New Gong Calls
   Captures new Gong calls and retrieves metadata, call summaries, and participant details.

2. Compares Calls Against Notion Database
   Checks whether the call has already been processed and stored in Notion.
   Prevents duplicate entries** from being added.

3. Creates a Parent Notion Record for AI Processing
   Stores call details such as date, title, URL, company name, sales rep, and opportunity details in Notion.
   Links calls to Salesforce Opportunity (SF Opp) data.
   Assigns sales representatives and customer information to each call.

4. Loops Through Calls for Processing
   Ensures resilience* by allowing failed runs to restart where they left off*.
   Processes calls one at a time to prevent Notion rate limits.

5. Sends Call Data to an AI Processor
   Extracts structured call details and sends them to an AI-powered analysis workflow.
   Allows multiple AI agents to process and extract structured data from calls.

6. Provides Real-Time Slack Alerts
   Posts a progress update in Slack when the queue starts processing.
   Sends real-time call progress notifications.
   Sends a completion alert once all calls are processed.

How to Set Up This Workflow

1. Connect Your APIs
   🔹 Gong API Credentials – Ensure you have valid Gong API credentials in n8n.
   🔹 Notion Database – Provide access to a Notion database for storing call insights.
   🔹 Slack Integration – Configure a Slack channel for progress alerts.
   🔹 AI Processing Workflow – Connect an AI-powered call processing workflow for final analysis.

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 Call Storage – Swap Notion for a different CRM or database (e.g., HubSpot, Airtable, Salesforce).
💡 Change AI Processing – Integrate a custom AI model for analyzing sales conversations.
💡 Customize Slack Notifications – Adjust Slack messages or send alerts via email instead.
💡 Expand with More Integrations – Connect with Salesforce, Pipedrive, or HubSpot for further enrichment.

Why Use CallForge?
🚀 Automate Gong call tracking for seamless sales intelligence.
📊 Improve sales operations with structured, AI-powered insights.
⚡ Get real-time updates and keep your team informed instantly.

Start optimizing your Gong call processing today!