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Meeting Intelligence Pipeline

Automatically extract action items, sentiment, and objection handling from Fireflies/Otter transcripts and sync them to Salesforce Opportunities.

Overview

Sales reps hate entering CRM data. This workflow turns raw call transcripts into structured Salesforce data. It doesn’t just “summarize”—it extracts specific MEDDIC fields, identifies competitors mentioned, and logs action items as Tasks.

Architecture

  1. Trigger: New transcript available (Webhook from Fireflies/Otter/Zoom).
  2. Extraction:
    • Sentiment Analysis: Was the prospect excited or skeptical?
    • Competitor Recon: Did they mention “Competitor X”?
    • Next Steps: Parses “I will send you…” into a To-Do list.
  3. CRM Sync:
    • Updates the Opportunity description.
    • Creates Task records for follow-ups.
    • Alerts the Sales Manager via Slack if “Pricing Pushback” is detected.

Setup Guide

Prerequisites

  • n8n
  • Transcription Tool Webhook
  • CRM (Salesforce/HubSpot/Pipedrive)
  • LLM API (OpenAI/Anthropic)

Customization

  • Competitor List: Update the Set node with your specific competitors to watch for.
  • Slack Alerts: Configure the channel ID for manager alerts.