Automate Your Business. Cut Cost, Increase Productivity
Automatically summarize sales calls and update your CRM — without manual notes
Stop writing call notes after every meeting. This workflow uses AI to summarize sales calls, extract key insights, and update your CRM automatically — so your sales data stays accurate and up to date.
This automation handles post-call documentation and CRM updates end-to-end.
Triggered after a sales call ends
Ingests call transcript or recording text
Uses AI to generate a concise call summary
Extracts key points, objections, and next steps
Updates CRM records automatically
Logs summaries for reporting and team visibility
No manual note-taking. No forgotten details. No CRM clutter.
This product is delivered as a downloadable automation package.
AI-powered sales call summary workflow
Automatic CRM field mapping and updates
Key insight extraction (pain points, objections, actions)
Modular workflow structure for expansion
⚠️ This is a self-installed automation — call recording, transcription, and CRM hosting are not included.
• Self-hosted or cloud n8n
AI API key (OpenAI or compatible)
Call transcript source (Zoom, Meet, manual upload, etc.)
CRM platform (HubSpot, Pipedrive, Airtable, etc.)
Google Sheets / Notion (optional for logging)
No coding required. Basic familiarity with n8n is recommended.
Import the workflow JSON into n8n
Connect your call transcript and CRM tools
Customize summary format and CRM fields
Configure triggers and update rules
Activate the workflow
A step-by-step PDF installation manual guides you through each step.
✔️ ai-sales-call-summary-crm-updater.json
✔️ Step-by-step PDF Installation & Setup Guide
✔️ Editable AI summary and extraction prompts
✔️ CRM mapping and update logic
✔️ Lifetime access to this workflow version
You own the automation — no subscriptions, no lock-in.
Do you record or transcribe calls for me?
No. The workflow processes transcripts you provide or connect via integrations.
Can I customize what the AI extracts from calls?
Yes. You can fully customize summaries, fields, and insights.
Does this work with any CRM?
It works with most CRMs supported by n8n or via API.
Can multiple team members use this?
Yes. It supports internal team usage and shared CRM access.
Is coding required?
No coding required. Everything is configured visually in n8n.
Q: Are refunds available?
A: No refunds for digital downloads.
Most CRMs fail because sales reps don’t update them
Automatically documents every call
Keeps CRM data accurate and consistent
Improves follow-up quality
Saves hours of admin work each week
It’s not just automation — it’s sales intelligence, captured automatically.
