Sales Call Data Automation
For Gong, this manual-triggered workflow automates the extraction and processing of sales call data, enhancing accuracy by integrating competitor insights and previous call summaries. It efficiently removes duplicates, generates clean transcripts, and ensures only new calls are processed, ultimately streamlining data handling and improving decision-making across departments.
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Workflow Overview
For Gong, this manual-triggered workflow automates the extraction and processing of sales call data, enhancing accuracy by integrating competitor insights and previous call summaries. It efficiently removes duplicates, generates clean transcripts, and ensures only new calls are processed, ultimately streamlining data handling and improving decision-making across departments.
Target Audience
- Sales Teams: Professionals looking to analyze sales calls for insights and improvements.
- Data Analysts: Individuals who need to aggregate and process data from various sources.
- Marketing Teams: Users aiming to understand competitor positioning through call analysis.
- Business Intelligence Professionals: Those interested in integrating call data with other business metrics for comprehensive reporting.
Problem Solved
This workflow addresses the challenge of efficiently processing and analyzing sales calls from Gong. It automates the extraction of call data, removal of duplicates, and integration with Google Sheets and Notion, ensuring that valuable insights are not missed and that data is kept clean and actionable.
Workflow Steps
- Manual Trigger: The workflow is initiated manually when the user clicks ‘Test workflow’.
- Data Extraction from Gong: Calls from the last 2 days are fetched from Gong, providing relevant data for analysis.
- Aggregation of Calls: The fetched call data is aggregated to simplify further processing.
- Competitor Data Retrieval: Competitor information is sourced from Notion, enhancing the context of the analysis.
- Integration Data Retrieval: Data from Google Sheets is collected to understand integrations used by the company.
- Data Processing: The workflow processes the transcripts of the calls, preparing them for analysis.
- Duplicate Removal: The workflow checks for previously processed calls to avoid duplication.
- Call Analysis: Calls are looped through, and transcripts are processed to extract key insights.
- Final Output: The workflow concludes by aggregating the processed data into a structured format for reporting.