AI Analysis Workflow for Sales Calls & Route Leads with GPT-4o, Airtable and Trello

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

AI Sales Analyst & Lead Router This AlekSystem template handles the post-call process for your business. It uses the call recording to extract valuable data and handles the prospect based on their budget. Some use cases: Sales follow-ups, auto-qualifying leads based on budget, monetizing low-budget leads, and automatic data entry. How it works Ingestion: When a call recording is uploaded to a specific Google Drive folder, the workflow is triggered. Transcription: OpenAI's model transcribes the call recording. Analysis: The GPT-4o model analyzes the transcript and extracts crucial information. Lead classification: The extracted budget is checked against your defined threshold (e.g., $5,000). Hot leads (Budget > 5k): The workflow logs the data in Airtable (CRM), creates a high-priority task, and instantly alerts the team via a Slack channel. Warm leads (Budget < 5k): The workflow logs the data, creates a low-priority task, and emails the lead, offering a cheaper alternative. Logging: Every execution is logged in Airtable. How to use the workflow Configure Google Drive: Open the Trigger node and select the destination folder for the call recordings. Set your Threshold: Open the If node and set your desired budget (currently set to 5,000). Customize the email: Open the Gmail node in Phase 2B and modify the email according to your own preferences. Database mapping: Ensure that your Airtable base has the following columns: Client Name, Budget, Sentiment, Summary, Date, and Timeline. Test it out! Generate a sample audio file on ElevenLabs and upload it to your Google Drive folder. Requirements Google Drive** (For storing audio recordings) OpenAI API Key** (Access to OpenAI models) Airtable** (For CRM and System Logging) Trello** (For Task Management) Slack** (For Team Notifications) Gmail** (For sending automated emails)

Best fit

Need another direction?