This template automates the extraction of actionable insights from sales call transcripts using AI. It processes Gong (or similar) call data, analyzes the conversation with multiple AI agents (Sales, Marketing, and Product), and structures the results into clear insights. The output is automatically routed to connected systems such as Notion, Salesforce, or Pipedrive, helping teams align on next steps, track objections, and capture customer pain points efficiently.
Features
- Multi-Agent AI Analysis: Dedicated AI agents for Sales, Marketing, and Product extract structured insights from transcripts.
- Actionable Insights Generation
- Identifies use cases, objections, pain points, sentiment, and next steps.
- Highlights marketing opportunities like landing pages, FAQs, success stories, and brand advocates.
- Captures product feedback with positive/negative sentiment and AI/ML references.
- System Integrations: Sends outputs to Notion databases, Salesforce, Pipedrive, and other CRMs.
- Resilient Processing: Includes retry and queue logic to handle API rate limits (e.g., Notion).
- Customizable Prompting: Standardizes call transcript prompts with company context, competitor lists, and integration references.
- Cross-Team Enablement
- Sales teams get structured use cases, competitors, and objections.
- Marketing teams get campaign ideas, recurring topic analysis, and content recommendations.
- Product teams get direct feature feedback and AI/ML adoption signals.
- Scalable Architecture: Modular design with subworkflows for Sales Data Processor, Marketing Data Processor, and Product Data Processor.
