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Automate sales call grading with Fireflies.ai, OpenAI, and Google Sheets

Workflow preview

Automate sales call grading with Fireflies.ai, OpenAI, and Google Sheets preview
Open on n8n.io

Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

Turn your sales and onboarding calls into actionable insights — automatically!
This workflow connects Fireflies.ai with OpenAI to analyze and grade your call transcripts. The results, along with your lead’s details, are logged directly into a Google Sheet for easy tracking. Plus, you’ll get an instant Slack or Gmail notification with the evaluation so you can take quick action.


🚀 What It Does

  • Triggers on new Fireflies.ai transcripts
  • Uses AI to evaluate and grade your calls
  • Logs lead + scoring data into Google Sheets
  • Sends instant updates via Slack or Gmail

💡 Why It’s Valuable

  • Save hours of manual call reviews
  • Keep a consistent, unbiased scoring system
  • Centralize data for reporting and coaching
  • Act faster with real-time notifications

Perfect for sales, onboarding, or customer success teams who want to improve call quality at scale while saving time.


🛠️ Setup Instructions

  1. Connect Fireflies.ai – Enable transcript export from your Fireflies.ai account.
  2. Integrate with OpenAI – Use the provided API key to analyze and score transcripts automatically.
  3. Configure Google Sheets – Create a sheet with columns for:
    • Lead Name
    • Company
    • Call Date
    • Transcript Link
    • AI Score
    • Notes/Insights
  4. Enable Notifications – Connect Slack or Gmail to receive instant alerts with evaluation details.
  5. Test & Launch – Run a sample call to ensure transcripts flow correctly into the sheet and notifications are triggered.

🔄 Detailed Workflow

  1. A new call transcript is generated in Fireflies.ai.
  2. The transcript is sent to OpenAI, where the call is evaluated and scored based on quality, engagement, and outcomes.
  3. The results + lead data are logged automatically into Google Sheets for centralized tracking.
  4. A Slack or Gmail notification instantly alerts your team with the score and key insights, so you can take immediate action.

📊 Google Sheets

Your Google Sheet should include the following columns:

  • Lead Name
  • Email/Contact
  • Company Name
  • Call Date & Time
  • Transcript URL
  • AI Evaluation Score
  • Summary/Next Steps

This structure ensures clarity, easy reporting, and consistent data across all calls.


⚠️ Community Node Disclaimer

This workflow is created with community nodes and integrations. Please review security and API key management best practices before deploying in production.


🖼️ Workflow Template

Workflow Template Example