CallForge - 03 - Gong-Transkriptionsverarbeiter und Salesforce-Verbesserer
Dies ist ein Sales, Product, AI-Bereich Automatisierungsworkflow mit 23 Nodes. Hauptsächlich werden Set, Code, Merge, SplitOut, Aggregate und andere Nodes verwendet, kombiniert mit KI-Technologie für intelligente Automatisierung. CallForge - 03 - Gong-Transkriptionsverarbeiter und Salesforce-Enhancer
- •Salesforce OAuth-Anmeldedaten
- •Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
Verwendete Nodes (23)
{
"meta": {
"instanceId": "cb484ba7b742928a2048bf8829668bed5b5ad9787579adea888f05980292a4a7",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "e893e48c-1b69-413a-90d7-ad6ce5987e7c",
"name": "Execute Workflow Trigger",
"type": "n8n-nodes-base.executeWorkflowTrigger",
"position": [
-180,
-60
],
"parameters": {},
"typeVersion": 1
},
{
"id": "1c42e95b-705d-43ae-91ce-1029334b9e9a",
"name": "Detaillierte Anrufdaten abrufen",
"type": "n8n-nodes-base.httpRequest",
"position": [
60,
40
],
"parameters": {
"url": "https://api.gong.io/v2/calls/extensive",
"options": {
"fullResponse": true
},
"requestMethod": "POST",
"authentication": "genericCredentialType",
"jsonParameters": true,
"genericAuthType": "httpHeaderAuth",
"bodyParametersJson": "={\n \"contentSelector\": {\n \"context\": \"Extended\",\n \"contextTiming\": [\"Now\", \"TimeOfCall\"],\n \"exposedFields\": {\n \"collaboration\": {\n \"publicComments\": true\n },\n \"content\": {\n \"pointsOfInterest\": true,\n \"structure\": true,\n \"topics\": true,\n \"trackers\": true\n },\n \"interaction\": {\n \"personInteractionStats\": true,\n \"questions\": true,\n \"speakers\": true,\n \"video\": true\n },\n \"media\": false,\n \"parties\": true\n }\n },\n \"filter\": {\n \"callIds\": [\"{{ $json['calldata[0].calls'].id }}\"]\n }\n}"
},
"credentials": {
"httpHeaderAuth": {
"id": "Bz7PHFY0lgEhLsC0",
"name": "Giulio Gong API"
}
},
"typeVersion": 2
},
{
"id": "69c9ef1a-9ef4-4c3f-ab62-a5c9b2a10a4e",
"name": "Transkript abrufen",
"type": "n8n-nodes-base.httpRequest",
"position": [
60,
-140
],
"parameters": {
"url": "https://api.gong.io/v2/calls/transcript?callIds=1807130744801961509",
"options": {
"fullResponse": true
},
"requestMethod": "POST",
"authentication": "genericCredentialType",
"jsonParameters": true,
"genericAuthType": "httpHeaderAuth",
"bodyParametersJson": "={\"filter\":{\"callIds\":[\"{{ $json['calldata[0].calls'].id }}\"]}}"
},
"credentials": {
"httpHeaderAuth": {
"id": "Bz7PHFY0lgEhLsC0",
"name": "Giulio Gong API"
}
},
"typeVersion": 2
},
{
"id": "a9643d2c-6245-4c40-92ee-49eb667e3348",
"name": "Transkript zu String zusammenfügen",
"type": "n8n-nodes-base.set",
"position": [
260,
-140
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "c9828e0c-fce4-487d-b5cb-bff625cb7c8e",
"name": "Conversation",
"type": "array",
"value": "={{ $jmespath($json.body.callTranscripts, '[].transcript[].{\"speaker\": speakerId, \"text\": sentences[].text}') }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "ce7cce2a-95b2-4d74-865d-d1af028e16de",
"name": "Notion-Daten isolieren",
"type": "n8n-nodes-base.set",
"position": [
2720,
-100
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "ee14c39a-1590-4262-b5ab-36640a6e3c31",
"name": "metaData.CompanyName",
"type": "string",
"value": "={{ $json.sfOpp[0].Name }}"
},
{
"id": "0d323985-076c-456f-bf4c-d9520b07f73d",
"name": "Attendees.internal",
"type": "array",
"value": "={{ $jmespath($json.gongData[0].parties, '[?affiliation==`Internal`].emailAddress') }}"
},
{
"id": "ee040180-fce4-4d68-a406-26a88a383c14",
"name": "metaData.title",
"type": "string",
"value": "={{ $json.gongData[0].metaData.title }}"
},
{
"id": "dea503f9-d575-4804-bbe7-0dcf7d5fbea4",
"name": "metaData.started",
"type": "string",
"value": "={{ $json.gongData[0].metaData.started }}"
},
{
"id": "91fa2545-6a02-43e6-b893-4d3133540a5c",
"name": "metaData.GongCallID",
"type": "string",
"value": "={{ $json.gongData[0].metaData.id }}"
},
{
"id": "c0cbfa8b-40d1-4838-a375-88ea8eb85170",
"name": "metaData.url",
"type": "string",
"value": "={{ $json.gongData[0].metaData.url }}"
},
{
"id": "d10a0184-f17c-4fd6-aed5-72656e15f856",
"name": "Conversation",
"type": "string",
"value": "={{ $json.gongData[0].conversationText }}"
},
{
"id": "02eb0113-7e52-4931-bd10-3f2bee87d984",
"name": "Attendees.external",
"type": "array",
"value": "={{ $jmespath($json.gongData[0].parties, '[?affiliation==`External` || affiliation==`Unknown`].emailAddress') }}"
},
{
"id": "c2183c7b-d552-4a16-bb08-c9ed247f8111",
"name": "Attendees.externalNames",
"type": "array",
"value": "={{ $jmespath($json.gongData[0].parties, '[?affiliation==`External` || affiliation==`Unknown`].name') }}"
},
{
"id": "a232bd40-ae56-4c12-8b3f-9062d4880415",
"name": "Attendees.internalNames",
"type": "array",
"value": "={{ $jmespath($json.gongData[0].parties, '[?affiliation==`Internal`].name') }}"
},
{
"id": "99f7143e-af6c-45d2-b3a1-c5169c6632eb",
"name": "metaData.Integrations",
"type": "string",
"value": "={{ $('Execute Workflow Trigger').item.json['calldata[1].integrations'] }}"
},
{
"id": "7fe14a89-5fda-4594-8b5a-6fbd8a519db9",
"name": "metaData.Competitors",
"type": "string",
"value": "={{ $('Execute Workflow Trigger').item.json['calldata[2].competitors'] }}"
},
{
"id": "29fb3dbe-071c-4b02-9dd9-afa4c3a4ad8f",
"name": "metaData.domain",
"type": "string",
"value": "={{ \n (() => {\n // List of known free email domains\n const freeEmailDomains = [\n 'gmail.com',\n 'yahoo.com',\n 'hotmail.com',\n 'outlook.com',\n 'aol.com',\n 'icloud.com',\n 'mail.com',\n 'yandex.com',\n 'protonmail.com'\n ];\n\n // Extract email addresses using JMESPath\n const emailAddresses = $jmespath($json.gongData[0].parties, '[?affiliation==`External` || affiliation==`Unknown`].emailAddress');\n\n // Function to extract the domain from an email address\n const extractDomain = (email) => email.match(/@([\\w.-]+)/)?.[1];\n\n // Filter out free email domains\n const companyDomains = emailAddresses\n .map(extractDomain)\n .filter(domain => domain && !freeEmailDomains.includes(domain.toLowerCase()));\n\n // Return the first non-free domain or \"Unknown\" if none are found\n return companyDomains[0] || 'Unknown';\n })()\n}}"
},
{
"id": "b28eb61e-6052-4022-9d31-447dbf877982",
"name": "sfOpp",
"type": "array",
"value": "={{ $json.sfOpp }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "38574bd1-82f3-4499-9369-9241e41b35d1",
"name": "Affiliation zusammenfügen",
"type": "n8n-nodes-base.code",
"position": [
740,
-120
],
"parameters": {
"jsCode": "// Retrieve input data from all items\nconst inputData = $input.all();\nconst originalJson = inputData[0].json; // Get the original JSON data\nconst conversation = originalJson.Conversation;\nconst parties = originalJson.parties;\n\n// Create a mapping of speakerId to affiliation\nconst affiliationMap = {};\nparties.forEach(party => {\n affiliationMap[party.speakerId] = party.affiliation;\n});\n\n// Replace speakerId with affiliation in the conversation data\nconst updatedConversation = conversation.map(entry => {\n const affiliation = affiliationMap[entry.speaker] || 'Unknown'; // Fallback to 'Unknown' if not found\n return {\n ...entry,\n speaker: affiliation, // Replace speakerId with affiliation\n };\n});\n\n// Return the updated conversation along with the original JSON data\nreturn [{ json: { ...originalJson, updatedConversation } }];\n"
},
"typeVersion": 2
},
{
"id": "15809205-cb1d-4d83-8c67-35ab486071b2",
"name": "Konversation zusammenfügen",
"type": "n8n-nodes-base.code",
"position": [
940,
-120
],
"parameters": {
"jsCode": "// Retrieve the original JSON data\nconst originalJson = $json;\nconst conversation = originalJson.updatedConversation;\n\n// Create an array to hold the formatted lines\nconst formattedLines = [];\n\n// Iterate over each entry in the conversation\nconversation.forEach(entry => {\n const speaker = entry.speaker;\n const texts = entry.text;\n\n // Iterate over each text item and format it as \"speaker: text\"\n texts.forEach(line => {\n formattedLines.push(`${speaker}: ${line}`);\n });\n});\n\n// Join the formatted lines with newline characters\nconst result = formattedLines.join('\\n');\n\n// Return the original JSON data along with the new conversationText field\nreturn [{ json: { ...originalJson, conversationText: result } }];\n"
},
"typeVersion": 2
},
{
"id": "1ac9e862-ddf2-4cd5-9339-c69061182231",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-600,
-500
],
"parameters": {
"width": 340,
"height": 820,
"content": "\n## CallForge - The AI Gong Sales Call Processor\nCallForge allows you to extract important information for different departments from your Sales Gong Calls. \n\n### Transcript PreProcessor\nThis workflow preps the call transcripts to pass into the call processor. It starts by using the code node to separate the different speakers into either Internal or External speaker. It also pulls data from Salesforce to enrich the call data by pulling things such as company name. "
},
"typeVersion": 1
},
{
"id": "7d8f99e2-13c7-4bf2-becc-c7b5c663028d",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
-340
],
"parameters": {
"color": 7,
"width": 720,
"height": 660,
"content": "## Get Gong Transcript and Call Details\nThe transcript is to pass into the AI prompt, but needs to be transformed first. The Call details provide the Prompt with metadata."
},
"typeVersion": 1
},
{
"id": "1454276d-46e6-40b2-9494-c9c380f3eaa1",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
500,
-340
],
"parameters": {
"color": 7,
"width": 580,
"height": 660,
"content": "## Format Call Transcript \nHere we join the call transcript together and then set the speaker as either Internal (for our sales team) or External (for our customers). "
},
"typeVersion": 1
},
{
"id": "d7fa6f56-8234-4995-b559-4809095efcb4",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1100,
-340
],
"parameters": {
"color": 7,
"width": 1320,
"height": 780,
"content": "## Enrich Call Data\nHere we get the Pipedrive ID using the email domain and use that to search pipedrive for the customer. We also pass the domain into the People Data Labs api to get location data. "
},
"typeVersion": 1
},
{
"id": "b5274357-4e45-4d8b-938d-b3c66f98c82f",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
2440,
-340
],
"parameters": {
"color": 7,
"width": 480,
"height": 660,
"content": "## Extract Final Data Blob\nHere we merge the final outputs and get rid of anything we don't need for the final AI prompt. "
},
"typeVersion": 1
},
{
"id": "a940a941-f9e2-4449-895f-3268e2203a1e",
"name": "SF-Opp-Daten extrahieren",
"type": "n8n-nodes-base.set",
"position": [
1700,
80
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "64f7f8ec-3c1c-4743-9e5b-6bb5d385e9d2",
"name": "SFOppId",
"type": "string",
"value": "={{ $json.Id }}"
},
{
"id": "85629904-617a-4a5f-87a3-72f2349cdf99",
"name": "OppType",
"type": "string",
"value": "={{ $json.Type }}"
},
{
"id": "f6ec091d-0784-4000-ad49-3bb6ece375ca",
"name": "LeadSource",
"type": "string",
"value": "={{ $json.LeadSource }}"
},
{
"id": "a3fd520e-3577-4c2d-a09a-ad3bc76e0bd7",
"name": "IsClosed",
"type": "boolean",
"value": "={{ $json.IsClosed }}"
},
{
"id": "8a1fac85-5f1b-4ab2-86ea-586df1e2af2b",
"name": "IsWon",
"type": "boolean",
"value": "={{ $json.IsWon }}"
},
{
"id": "0f86f2a2-94bb-412a-b831-974f2528fca3",
"name": "sfStage",
"type": "string",
"value": "={{ $json.StageName }}"
},
{
"id": "f455d38b-d48a-483c-b0d9-def9514741ef",
"name": "companyAccountId",
"type": "string",
"value": "={{ $json.AccountId }}"
},
{
"id": "1eb560db-3dd8-46cb-993d-0e370e25222f",
"name": "usingn8n",
"type": "string",
"value": "={{ $json.n8n_experience__c }}"
},
{
"id": "e1d251e3-40e5-4b63-bbc3-c45e503bb108",
"name": "ForecastCategory",
"type": "string",
"value": "={{ $json.ForecastCategory }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "0b2b5078-96b5-423c-82d1-278f013ecdff",
"name": "SF-Opp-Daten extrahieren1",
"type": "n8n-nodes-base.set",
"position": [
1880,
260
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "261c0f53-82d1-4deb-ae52-09ea342d0f88",
"name": "Employees",
"type": "string",
"value": "={{ $json.Employees_Bucket__c }}"
},
{
"id": "ca1c9890-4a7d-43c6-b7ad-bf1d522574a7",
"name": "Name",
"type": "string",
"value": "={{ $json.Name }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "fec915a1-10ea-4be6-a15f-cea0ae837633",
"name": "Opp-Daten abrufen",
"type": "n8n-nodes-base.salesforce",
"position": [
1460,
80
],
"parameters": {
"resource": "opportunity",
"operation": "get",
"opportunityId": "={{ $('Execute Workflow Trigger').item.json[\"calldata[0].calls\"].sfOpp }}"
},
"credentials": {
"salesforceOAuth2Api": {
"id": "Ykybxuyh0jK0o3qH",
"name": "Angel SF Creds v3"
}
},
"typeVersion": 1
},
{
"id": "793127ea-d1c7-4f29-a536-c87ece9d6601",
"name": "Account-Daten abrufen",
"type": "n8n-nodes-base.salesforce",
"position": [
1700,
260
],
"parameters": {
"resource": "account",
"accountId": "={{ $json.AccountId }}",
"operation": "get"
},
"credentials": {
"salesforceOAuth2Api": {
"id": "Ykybxuyh0jK0o3qH",
"name": "Angel SF Creds v3"
}
},
"typeVersion": 1
},
{
"id": "249ef11d-47b3-415c-aac0-13437c1fd5c8",
"name": "Anrufdaten extrahieren",
"type": "n8n-nodes-base.splitOut",
"position": [
260,
40
],
"parameters": {
"options": {},
"fieldToSplitOut": "body.calls"
},
"typeVersion": 1
},
{
"id": "a572d7e8-6613-4f46-8abf-9a254f22cfc1",
"name": "Anruf- und Transkriptdaten zusammenführen",
"type": "n8n-nodes-base.merge",
"position": [
540,
-120
],
"parameters": {
"mode": "combine",
"options": {},
"combineBy": "combineByPosition"
},
"typeVersion": 3
},
{
"id": "1bcbafc1-5ef5-43a4-af2a-9689888fc086",
"name": "Gong-Anruftranskript aggregieren",
"type": "n8n-nodes-base.aggregate",
"position": [
1720,
-120
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData",
"destinationFieldName": "gongData"
},
"typeVersion": 1
},
{
"id": "df307a52-512d-4397-8d22-a8a51a06fe21",
"name": "E-Mails externer Teilnehmer abrufen",
"type": "n8n-nodes-base.set",
"position": [
1280,
80
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "0a813814-2e7d-40e0-961f-ba59baf5ece5",
"name": "externalAttendees",
"type": "array",
"value": "={{ $jmespath($json.parties, '[?affiliation==`External` || affiliation==`Unknown`].emailAddress') }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "a4c7450e-5ad6-4e2f-ab72-0f56ae1390c1",
"name": "Salesforce-Opp-Daten kombinieren",
"type": "n8n-nodes-base.merge",
"position": [
2060,
100
],
"parameters": {
"mode": "combine",
"options": {},
"combineBy": "combineByPosition"
},
"typeVersion": 3
},
{
"id": "8c201ee7-16f7-4c05-8f6c-d3543c4445e0",
"name": "Salesforce-Daten aggregieren",
"type": "n8n-nodes-base.aggregate",
"position": [
2260,
100
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData",
"destinationFieldName": "sfOpp"
},
"typeVersion": 1
},
{
"id": "735173b9-cec1-43b3-94c5-13dc368473dd",
"name": "Angereicherte Transkriptdaten zusammenführen",
"type": "n8n-nodes-base.merge",
"position": [
2520,
-100
],
"parameters": {
"mode": "combine",
"options": {},
"combineBy": "combineByPosition"
},
"typeVersion": 3
}
],
"pinData": {},
"connections": {
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"1c42e95b-705d-43ae-91ce-1029334b9e9a": {
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"df307a52-512d-4397-8d22-a8a51a06fe21": {
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"1bcbafc1-5ef5-43a4-af2a-9689888fc086": {
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}Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Experte - Vertrieb, Produkt, Künstliche Intelligenz
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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Angel Menendez
@djangelicAngel Menendez is a Staff Developer Advocate at n8n.io, specializing in low-code tools for cybersecurity workflows. From Puerto Rico, Angel's tech journey began by helping his father translate technical books. He later started a web development business and transitioned from a career as a flight attendant to cybersecurity engineering. His workflows have saved companies significant time. Outside work, Angel enjoys time with his two sons, riding electric bikes, reading, and exploring new places.
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