CallForge - 03 - Gong transcript processor and Salesforce enricher

CallForge - AI Gong Transcript PreProcessor

Transform your Gong.io call transcripts into structured, enriched, and AI-ready data for better sales insights and analytics.

Who is This For?

This workflow is designed for:
✅ Sales teams looking to automate call transcript formatting.
✅ Revenue operations (RevOps) professionals optimizing AI-driven insights.
✅ Businesses using Gong.io that need structured, enriched call transcripts for better decision-making.

What Problem Does This Workflow Solve?

Manually processing raw Gong call transcripts is inefficient and often lacks essential context for AI-driven insights.

With CallForge, you can:
✔ Extract and format Gong call transcripts for structured AI processing.
✔ Enhance metadata using sales data from Salesforce.
✔ Classify speakers as internal (sales team) or external (customers).
✔ Identify external companies by filtering out free email domains (e.g., Gmail, Yahoo).
✔ Enrich customer profiles using PeopleDataLabs to identify company details and locations.
✔ Prepare transcripts for AI models by structuring conversations and removing unnecessary noise.

What This Workflow Does

1. Retrieves Gong Call Data

• Calls the Gong API to extract call metadata, speaker interactions, and collaboration details.
• Fetches call transcripts for AI processing.

2. Processes and Cleans Transcripts

• Converts call transcripts into structured, speaker-based dialogues.
• Assigns each speaker as either Internal (Sales Team) or External (Customer).

3. Extracts Company Information

• Retrieves Salesforce data to match customers with existing sales opportunities.
• Filters out free email domains to determine the customer’s actual company domain.
• Calls the PeopleDataLabs API to retrieve additional company data and location details.

4. Merges and Enriches Data

• Combines Gong metadata, Salesforce customer details and insights.
• Ensures all necessary data is available for AI-driven sales insights.

5. Final Formatting for AI Processing

• Merges all call transcript data into a single structured format for AI analysis.
• Extracts the final cleaned, enriched dataset for further AI-powered insights.

How to Set Up This Workflow

1. Connect Your APIs

🔹 Gong API Access – Set up your Gong API credentials in n8n.
🔹 Salesforce Setup – Ensure API access if you want customer enrichment.
🔹 PeopleDataLabs API – Required to retrieve company and location details based on email domains.
🔹 Webhook Integration – Modify the webhook call to push enriched call data to an internal system.

• CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage
• CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization
• CallForge - 03 - Gong Transcript Processor and Salesforce Enricher
• CallForge - 04 - AI Workflow for Gong.io Sales Calls
• CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync
• CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI
• CallForge - 07 - AI Marketing Data Processing with Gong & Notion
• CallForge - 08 - AI Product Insights from Sales Calls with Notion

How to Customize This Workflow

💡 Modify Data Sources – Connect different CRMs (e.g., HubSpot, Zoho) instead of Salesforce.
💡 Expand AI Analysis – Add another AI model (e.g., OpenAI GPT, Claude) for advanced conversation insights.
💡 Change Speaker Classification Rules – Adjust internal vs. external speaker logic to match your team’s structure.
💡 Filter Specific Customers – Modify the free email filtering logic to better fit your company’s needs.

Why Use CallForge?

🚀 Automate Gong call transcript processing to save time.
📊 Improve AI accuracy with enriched, structured data.
🛠 Enhance sales strategy by extracting actionable insights from calls.

Start optimizing your Gong transcript analysis today!