Turn sales calls into action plans
Every hour, turns new call transcripts in a Google Sheet into a structured action plan and emails it to the rep who ran the call.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead rowsReads your call log each hour, picking rows with an empty status and a transcript long enough to be worth analysing.
For each
row- 2AnthropicGenerate model responseAsks the AI for a plan from each transcript: where the deal stands, next steps, risks and a follow up email draft.
- 3GmailSendEmails the plan as plain text to the rep on the call, or to a shared address when the row names no rep with a valid address.
- 4Google SheetsUpdate rowWrites only the row's 'Status' cell: the date and recipient once sent, or needing review when no plan came back.
- 2
How it works
What happens on each run, in plain English.
Every hour, your call log in Google Sheets is read for calls whose transcript has landed but whose plan has not been written yet. For each one, AI turns the transcript into a plan the rep can work from: where the deal stands, what was heard, next steps with an owner and a date, the risks worth acting on, and a draft follow-up email. The plan is emailed to the rep who ran the call, so every rep gets their own calls and nobody else's.
Once the plan is sent, the row's Status cell is marked with the date and recipient, so no call gets two plans. A row with no rep goes to a shared address instead, and so does a row whose Rep Email is not an address, with a note saying which row to fix. If no usable plan comes back, the row is marked for review and nothing is sent; if the email goes out but the row cannot be marked, the run stops and names the row. Five plans go out an hour at most, and each run says how many calls are still waiting. Only your own team is emailed, never the customer, and the AI is told to say something was not stated rather than guess.
You need Google Sheets, Anthropic and Gmail connected, a call log tab with Status, Call Date, Account, Rep Email and Transcript columns in any order, its link, and a shared address for plans with no rep. For one breakdown of every call sent to a manager instead, use 'Email a deal breakdown after every sales call'.
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