Turn Sales Call Recordings into CRM Summaries and Next Steps
An n8n workflow that takes a finished sales call recording, transcribes it, has Claude write a summary with objections, buying signals and clear next steps, and saves it as a note on the CRM deal — so reps stop typing recaps and managers get consistent, searchable call intelligence.
- 1
Receive the recording
A
Webhookfires when a call recording is ready, with the recording URL and the associated deal/contact ID. - 2
Transcribe
An
HTTP Requestsends the recording to a speech-to-text service and gets back the transcript (skip if your tool already provides one). - 3
Summarize with Claude
An
HTTP Requestto Claude returns strict JSON:summary,objections,buying_signals,next_step(with owner/date) anddeal_health. - 4
Write to the CRM
An
HTTP Requestadds the formatted summary as a note on the deal and updates a deal-health property, so the record reflects reality without rep data entry.
Frequently asked questions
How does transcription work?
The recording URL (from Zoom, Meet, or a dialer) is sent to a speech-to-text API, or an Apify/Whisper endpoint, which returns the transcript. That text is what Claude summarizes. If your meeting tool already provides a transcript, skip straight to the summary step.
What does the summary include?
The prompt asks for a tight recap, the prospect's stated objections, any buying signals, the agreed next step with an owner and date, and a deal-health read. This structure is far more useful to a manager than a rep's free-form notes — and it's consistent across the team.
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