ManualTrigger Automate

ManualTrigger Automate streamlines the transcription and analysis of sales calls using AssemblyAI and OpenAI, enabling teams to extract actionable insights on client engagement, interest levels, and upselling opportunities. This workflow automates audio transcription, analyzes interactions for sales performance metrics, and stores results in Supabase for easy access, enhancing communication strategies and improving conversion rates.

7/8/2025
21 nodes
Complex
webhookcomplexsticky notesupabaseadvancedapiintegrationlogicconditional
Categories:
Complex WorkflowWebhook Triggered
Integrations:
Sticky NoteSupabase

Target Audience

Target Audience


- Sales Teams: Professionals looking to analyze sales calls for performance improvement and upselling opportunities.
- Customer Support Representatives: Individuals needing to evaluate and enhance customer interactions.
- Business Analysts: Analysts focused on extracting insights from customer engagement data.
- Marketing Teams: Marketers aiming to refine communication strategies based on call analysis.
- Developers: Technical users interested in integrating transcription and analysis capabilities into their applications.

Problem Solved

Problem Solved


This workflow addresses the challenge of ineffective analysis of sales calls, which often leads to missed opportunities for improvement. By automating the transcription and analysis process, it provides structured insights on client interactions, helping teams to:
- Identify client intent and needs.
- Gauge interest levels through scoring.
- Highlight upselling opportunities.
- Offer constructive feedback for agents.
- Streamline follow-up actions to enhance conversion rates.

Workflow Steps

Workflow Steps


1. Trigger: The workflow starts when the user clicks ‘Test workflow’, initiating the process.
2. Set Audio Link: A direct link to the audio file is established for transcription.
3. Transcribe Audio: Using AssemblyAI, the audio file is transcribed, enabling speaker diarization (identifying different speakers).
4. Webhook Setup: A webhook is configured to receive the transcription results from AssemblyAI.
5. Evaluate Transcription: The workflow checks if the transcription status is 'completed'. If so, it retrieves the transcription data.
6. Analyze with OpenAI: The transcription is sent to OpenAI for analysis, focusing on sales performance metrics, including client intent and upsell opportunities.
7. Store Results: The analysis results are saved in Supabase for future reference and reporting.

Customization Guide

Customization Guide


- API Keys: Replace the API keys in the relevant nodes (AssemblyAI and OpenAI) to connect to your accounts.
- Audio URL: Change the audio link in the Set link to audio node to point to your desired audio file.
- Webhook URL: Ensure the webhook URL in the AssemblyAI - Transcribe node is updated to your specific endpoint.
- Analysis Prompt: Modify the prompt in the Set vars node to tailor the analysis criteria to your specific business needs.
- JSON Schema: Adjust the JSON schema in the Set vars node to fit the data structure you wish to store in Supabase.
- Condition Logic: Customize the conditions in the If node to refine when to proceed with the transcription retrieval based on your specific requirements.