Email a deal breakdown after every sales call
Reads each new sales call transcript in your sheet and emails a deal breakdown, next steps and a follow-up draft to one address.
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 the 'Transcripts' tab to find rows with an empty 'Status' and a transcript.
For each
row- 2AnthropicGenerate model responseAsks the AI to write the call summary, deal temperature, signals, next steps, open questions and a follow up email draft.
- 3GmailSendEmails the full breakdown as plain text to your chosen address, with the prospect and call date in the subject.
- 4Google SheetsUpdate rowWrites only the row's 'Status' cell: analysed and sent, too short to analyse, or needing review.
- 2
How it works
What happens on each run, in plain English.
Every hour, new rows in the transcripts tab of your Google Sheet are picked up and AI reads each call. It writes one deal breakdown per call: a summary, how warm the deal is, what the prospect said about pain, budget, timeline, decision process and stakeholders, buying signals and red flags, the agreed next steps with owners and dates, open questions, and a follow-up email draft. Every breakdown goes to the one address you choose, such as a sales manager or a shared inbox, so one person sees every call the team runs.
Once a breakdown is sent, the row's Status cell is marked so the call is never analysed twice. A transcript too short to analyse is marked 'Too short to analyse' instead, and a row with no transcript yet waits. If the AI returns nothing usable, 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 calls are analysed an hour at most, and each run says how many are still waiting. The AI is told to write 'Not stated on this call' rather than guess, and the follow-up draft is for a person to review and send.
You need Google Sheets, Anthropic and Gmail connected, a tab with Status, Call Date, Prospect and Transcript columns in any order, the sheet's link and the address to send to. To send each rep an action plan for their own calls instead, use 'Turn sales calls into action plans'.
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