Turn sales calls into action plans
Every hour, turns new call transcripts in a Google Sheet into a structured action plan and emails it to the rep who ran the call.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead rowsReads your call log each hour, picking rows with an empty status and a transcript long enough to be worth analysing.
For each
row- 2AnthropicGenerate model responseAsks the AI for a plan from each transcript: where the deal stands, next steps, risks and a follow up email draft.
- 3GmailSendEmails the plan as plain text to the rep on the call, or to a shared address when the row names nobody.
- 4Google SheetsWrite rowMarks the row's 'Status' cell with the date and recipient once sent, or as needing review when no plan came back.
- 2
How it works
What happens on each run, in plain English.
Every hour, your call log in Google Sheets is read for calls whose transcript has landed but whose plan has not been written yet. For each one, AI turns the transcript into a plan the rep can work from: where the deal stands, what was heard, next steps with an owner and a date, the risks worth acting on, and a draft follow-up email.
The plan is emailed as plain text to the rep who ran the call, or to a shared address if the row names nobody, and the row's 'Status' cell is then marked with the date and recipient so it is never written twice. It is the only cell written, and it is written last, so a failure part way through leaves the row untouched. If no usable plan comes back the row is marked for review and no email goes out. Only your own team is ever emailed, never the customer, and the AI is told to say something was not stated rather than infer it.
Your call log tab needs 'Status' as its first column, then 'Call Date', 'Account', 'Rep Email' and 'Transcript'.
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