ExecuteWorkflowTrigger Automate

Target Audience

• Sales Representatives: Those looking to extract actionable insights from sales calls.
• Sales Managers: Managers who need to analyze call data for team performance and strategy adjustments.
• Data Analysts: Analysts interested in processing and visualizing call data for deeper insights.
• CRM Administrators: Individuals responsible for integrating call data into Salesforce for better customer relationship management.

Problem Solved

This workflow addresses the challenge of efficiently extracting and processing valuable information from sales calls recorded in Gong. It automates the retrieval of call transcripts and detailed call data, enriching it with Salesforce opportunity data, and formats it for easy consumption, ultimately improving decision-making and strategic planning.

Workflow Steps

1. Trigger: The workflow is manually triggered to start the process.
2. Retrieve Call Data: It fetches detailed call data from Gong using the API.
3. Get Transcript: The workflow retrieves the transcript of the specified call for analysis.
4. Join Transcript to String: The transcript is processed and combined into a single string format.
5. Extract Call Data: The workflow splits out call data for further processing.
6. Merge Call and Transcript Data: Call data is merged with the transcript for a comprehensive view.
7. Get Opportunity Data: Salesforce opportunity data is fetched to enrich the call context.
8. Combine Salesforce Data: Opportunity data from Salesforce is merged for holistic insights.
9. Aggregate Data: The workflow aggregates Gong call transcripts and Salesforce data for analysis.
10. Isolate Notion Data: Relevant metadata is isolated for further operations.
11. Join Affiliation: The workflow maps speaker affiliations to the conversation data.
12. Format Conversation: The conversation is formatted to display speaker contributions clearly.
13. Extract Final Data: The final output is prepared, consolidating all necessary information for analysis.