Extract sales insights from Scoot call transcripts using Gemini

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1. Workflow Overview

Automatically extract sales insights from call transcripts and update your CRM. Every time Scoot finishes transcribing a sales call, this workflow pulls out the key details—budget, competitors, obj...

Best for

CRM automation workflows
AI Summarization automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.webhook, n8n-nodes-base.manualtrigger, n8n-nodes-base.code, n8n-nodes-base.httprequest, n8n-nodes-base.if, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmchatgooglegemini

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by AI Sales Agent HQ.

Original n8n.io source

1.1 Workflow description

Title: Extract sales insights from Scoot call transcripts using Gemini
Workflow name: Extract sales insights from Scoot call transcripts using Gemini

Automatically extract sales insights from call transcripts and update your CRM.

Every time Scoot finishes transcribing a sales call, this workflow pulls out the key details—budget, competitors, objections, next steps—and sends a formatted summary to the rep.

How It Works

Scoot webhook triggers when transcription completes
Fetches the full transcript via Scoot API
AI Agent (Gemini) extracts structured data: budget, competitors, objections, timeline, decision maker, pain points, buying signals
Updates your CRM with extracted fields
Emails a formatted summary to the sales rep

If the transcript is still processing, it retries automatically (up to 6 times, 1 hour apart).

Setup

Import the workflow JSON
Add credentials:

Scoot API → Header Auth with your API key
Google Gemini → API key from aistudio.google.com
Gmail → OAuth2

Copy webhook URL to Scoot Dashboard → Webhooks → Transcription Complete
Replace the mock CRM node with HubSpot, Salesforce, or Pipedrive
Test with the manual trigger (uses sample data)
Activate

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 4 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 6 - Sticky Note5

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 7 - Receive Scoot webhook

Type / Role: n8n-nodes-base.webhook - webhook
Config choices: Version 2

Block 8 - Test with sample data

Type / Role: n8n-nodes-base.manualTrigger - manualTrigger
Config choices: Version 1

Block 9 - Load sample transcript

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 10 - Fetch transcript from Scoot

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 11 - Combine call metadata

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 12 - Transcript ready?

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 13 - Extract data with Gemini

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 1.7

Block 14 - Gemini 1.5 Flash

Type / Role: @n8n/n8n-nodes-langchain.lmChatGoogleGemini - lmChatGoogleGemini
Config choices: Version 1

Block 15 - Validate extracted JSON

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 16 - Format for CRM update

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 17 - Update CRM (mock)

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 18 - Email summary to rep

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 19 - Count retry attempts

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 20 - Retries remaining?

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 21 - Wait 1 hour

Type / Role: n8n-nodes-base.wait - wait
Config choices: Version 1.1

Block 22 - Prepare retry request

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 23 - Log failure

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

3. Summary Table

Workflow	Extract sales insights from Scoot call transcripts using Gemini
Complexity	advanced
Nodes	23
Categories	CRM, AI Summarization
Author	AI Sales Agent HQ
Published	15 Jan 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/12737/12737.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows AI Summarization workflows

Frequently asked questions

What does Extract sales insights from Scoot call transcripts using Gemini do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, AI Summarization use case.

AI Sales Agent HQ

4 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.webhook n8n-nodes-base.manualtrigger n8n-nodes-base.code n8n-nodes-base.httprequest n8n-nodes-base.if @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatgooglegemini

Complexity

advanced

Published 15 Jan 2026

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/12737/12737.json

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Extract sales insights from Scoot call transcripts using Gemini

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How It Works

Setup

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note

Block 2 - Sticky Note1

Block 3 - Sticky Note2

Block 4 - Sticky Note3

Block 5 - Sticky Note4

Block 6 - Sticky Note5

Block 7 - Receive Scoot webhook

Block 8 - Test with sample data

Block 9 - Load sample transcript

Block 10 - Fetch transcript from Scoot

Block 11 - Combine call metadata

Block 12 - Transcript ready?

Block 13 - Extract data with Gemini

Block 14 - Gemini 1.5 Flash

Block 15 - Validate extracted JSON

Block 16 - Format for CRM update

Block 17 - Update CRM (mock)

Block 18 - Email summary to rep

Block 19 - Count retry attempts

Block 20 - Retries remaining?

Block 21 - Wait 1 hour

Block 22 - Prepare retry request

Block 23 - Log failure

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions