02 / 09Automation
AI Sales Call Analysis
Discovery call pipeline
An n8n pipeline that turns every discovery call into a client-facing summary and an internal sales brief.
Overview
An n8n pipeline that analyzes discovery calls and generates two outputs from the same conversation: a client-facing summary and an internal sales brief, so reps walk into the next call already prepared.
01 The problem
After each discovery call, someone had to write a recap for the client and a separate set of notes for the sales team. It was slow, and it was the first thing to slip on a busy day.
02 The approach
The pipeline picks up each discovery call, runs LLM summarization over it, and produces both documents automatically: one written for the client, one written for the rep who takes the next call.
Highlights
- 01Built end to end in n8n
- 02Analyzes each discovery call with LLM summarization
- 03Generates a client-facing summary of the call
- 04Generates an internal sales brief from the same call
- 05Reps walk into the next call already prepared
Stack
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