Générer automatiquement des présentations de vente à partir d'appels Claap en utilisant GPT-4o et Google Slides

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Ceci est unCRM, Multimodal AIworkflow d'automatisation du domainecontenant 20 nœuds.Utilise principalement des nœuds comme If, Set, Code, Slack, Switch. Génération automatique de présentations de vente à partir d'appels Claap avec GPT-4o et Google Slides

Prérequis
  • Token Bot Slack ou URL Webhook
  • Clé API HubSpot
  • Point de terminaison HTTP Webhook (généré automatiquement par n8n)
  • Peut nécessiter les informations d'identification d'authentification de l'API cible
  • Clé API OpenAI
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "meta": {
    "instanceId": "d3e4902970aa37f340c04e2f2a31d62f0faafec176f1cad2990afef1086b6b99",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "45c60520-7937-4ccb-95e7-6805ee8e2f0a",
      "name": "Dupliquer la présentation",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1872,
        2240
      ],
      "parameters": {
        "url": "=https://www.googleapis.com/drive/v3/files/{{ $('Set presentation id').item.json.presentationId }}/copy",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"name\": \"Claap x {{ $('Extract call info').item.json.client }} - Demo\"\n} ",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        },
        "nodeCredentialType": "googleDriveOAuth2Api"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "udvmM2IU9jsvADPe",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "8b92b5d8-00c7-4394-b45f-ef925a943600",
      "name": "Publier la présentation",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2080,
        2240
      ],
      "parameters": {
        "url": "=https://www.googleapis.com/drive/v3/files/{{ $json.id }}/permissions?supportsAllDrives=true",
        "method": "POST",
        "options": {},
        "jsonBody": "{\n  \"role\": \"reader\",\n  \"type\": \"anyone\",\n  \"allowFileDiscovery\": true\n}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "googleDriveOAuth2Api"
      },
      "typeVersion": 4.2
    },
    {
      "id": "f594056f-b564-4ae8-b771-962640de5c8a",
      "name": "Définir l'utilisateur comme éditeur",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2304,
        2240
      ],
      "parameters": {
        "url": "=https://www.googleapis.com/drive/v3/files/{{ $('Duplicate presentation').item.json.id }}/permissions?supportsAllDrives=true",
        "method": "POST",
        "options": {},
        "jsonBody": "{\n  \"role\": \"writer\",\n  \"type\": \"user\",\n  \"emailAddress\": \"editor@example.com\"\n}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "googleDriveOAuth2Api"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "udvmM2IU9jsvADPe",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "0ce4dd64-60b6-42f4-a21e-836ad013a0b2",
      "name": "Sélectionner un modèle de présentation",
      "type": "n8n-nodes-base.switch",
      "position": [
        560,
        2528
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "outputKey": "Discovery",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "6767bda7-f501-42d5-b70f-fbc427366c84",
                    "operator": {
                      "type": "boolean",
                      "operation": "true",
                      "singleValue": true
                    },
                    "leftValue": "={{ $('On new sales call recording').item.json.body.event.recording.labels.includes('Discovery') }}",
                    "rightValue": "Discovery"
                  }
                ]
              },
              "renameOutput": true
            },
            {
              "outputKey": "Proposal",
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "d15a1cd6-f173-4f19-b126-56023ff972fc",
                    "operator": {
                      "type": "boolean",
                      "operation": "true",
                      "singleValue": true
                    },
                    "leftValue": "={{ $('On new sales call recording').item.json.body.event.recording.labels.includes('Proposal') }}",
                    "rightValue": "={{ $('On new sales call recording').item.json.body.event.recording.labels.includes('Discovery') }}"
                  }
                ]
              },
              "renameOutput": true
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 3.2
    },
    {
      "id": "28a66a03-b46b-4101-9228-cdb1f0c1a137",
      "name": "Extraire les informations de l'appel",
      "type": "n8n-nodes-base.set",
      "position": [
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        2528
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "7d00c768-11f8-4e88-a72d-09f4680e6db5",
              "name": "client",
              "type": "string",
              "value": "={{ $json.body.event.recording.companies[0].name }}"
            },
            {
              "id": "899afd83-f493-4bf8-baa3-0af1357ba784",
              "name": "domain",
              "type": "string",
              "value": "={{ $json.body.event.recording.meeting.participants.find(p => p.email && p.email !== $json.body.event.recording.recorder.email)?.email.split(\"@\")[1] }}"
            },
            {
              "id": "53f353b3-8cbb-40d4-bd2f-13bf56554d7a",
              "name": "dealId",
              "type": "string",
              "value": "={{ $json.body.event.recording.crmInfo.crmDealId === undefined ? \"\" : $json.body.event.recording.crmInfo.crmDealId}}"
            },
            {
              "id": "61906ec6-d325-4e07-b05c-824a1d7e8c52",
              "name": "language",
              "type": "string",
              "value": "={{ $json.body.event.recording.transcripts[0].langIso2 === \"fr\" ? \"french\" : \"english\" }}"
            },
            {
              "id": "64575c62-a4bf-4748-854b-d31e1f9fc904",
              "name": "actionItems",
              "type": "string",
              "value": "={{ $json.body.event.recording.actionItems.join('\\n') }}"
            },
            {
              "id": "1e4964eb-11bc-40be-ae2d-acc3756f2f9c",
              "name": "keyTakeways",
              "type": "string",
              "value": "={{ $json.body.event.recording.keyTakeaways.join('\\n') }}"
            },
            {
              "id": "0594c03d-fbdb-4770-a3d7-f2793b90ac08",
              "name": "outlines",
              "type": "string",
              "value": "={{ $json.body.event.recording.outlines.join('\\n') }}"
            },
            {
              "id": "f632c9df-66ba-4b61-a3af-07a8ced06bb2",
              "name": "insights",
              "type": "string",
              "value": "={{ $json.body.event.recording.insightTemplates[0].insights[0].sections.map(section => `${section.title}:\\n${section.description}`).join('\\n\\n') }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
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      "name": "Note adhésive",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "color": 2,
        "width": 600,
        "height": 240,
        "content": "# Template presentation\n- This template generates a sales follow-up presentation in Google Slides after a sales call recorded in Claap.\n- The workflow is simplified to showcase the main use case.\n- You can customize and enrich this workflow by connecting to the CRM, researching data online or adding more files in the presentation.\n- This workflow runs when the meeting is labeled with \"Discovery\" or \"Proposal\" in Claap.\n- The presentation template used in this workflow is available [here](https://docs.google.com/presentation/d/1UZ0vGvHWwl1M0u_ThxJr6qLr-flIkIvCiVrg3fHPCFk/edit?slide=id.g33acd02fb35_0_0)."
      },
      "typeVersion": 1
    },
    {
      "id": "5fc84ab3-2a83-4535-8d38-c271f87aa708",
      "name": "Définir l'ID de présentation",
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          "assignments": [
            {
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              "name": "presentationId",
              "type": "string",
              "value": "1UZ0vGvHWwl1M0u_ThxJr6qLr-flIkIvCiVrg3fHPCFk"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "6649d1d2-ce8b-4bb9-b473-ed0417249920",
      "name": "Mettre à jour la présentation",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2528,
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      ],
      "parameters": {
        "url": "=https://slides.googleapis.com/v1/presentations/{{ $('Duplicate presentation').item.json.id }}:batchUpdate",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"requests\": [\n    {\n      \"replaceAllText\": {\n        \"containsText\": {\n          \"text\": \"$client\",\n          \"matchCase\": true\n        },\n        \"replaceText\": \"{{ $('Extract call info').item.json.client }}\"\n      }\n    },\n    {\n      \"replaceAllText\": {\n        \"containsText\": {\n          \"text\": \"$date\",\n          \"matchCase\": true\n        },\n        \"replaceText\": \"{{ new Date().toLocaleDateString('fr-FR') }}\"\n      }\n    },\n    {\n      \"replaceAllText\": {\n        \"containsText\": {\n          \"text\": \"$ambition\",\n          \"matchCase\": true\n        },\n        \"replaceText\": \"{{ $('Generate slide content').item.json.message.content.ambition }}\"\n      }\n    },\n    {\n      \"replaceAllText\": {\n        \"containsText\": {\n          \"text\": \"$challenges\",\n          \"matchCase\": true\n        },\n        \"replaceText\": \"{{ $('Format challenges').item.json.challengesFormatted }}\"\n      }\n    },\n    {\n      \"createImage\": {\n        \"url\": \"https://logo.clearbit.com/{{ $('Extract call info').item.json.domain }}\",\n        \"elementProperties\": {\n          \"pageObjectId\": \"g33acd02fb35_0_0\",\n          \"size\": {\n            \"height\": {\n              \"magnitude\": 50,\n              \"unit\": \"PT\"\n            },\n            \"width\": {\n              \"magnitude\": 100,\n              \"unit\": \"PT\"\n            }\n          },\n          \"transform\": {\n            \"scaleX\": 1,\n            \"scaleY\": 1,\n            \"translateX\": 0,\n            \"translateY\": 330,\n            \"unit\": \"PT\"\n          }\n        }\n      }\n    }\n  ]\n}\n",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "googleSlidesOAuth2Api"
      },
      "credentials": {
        "googleSlidesOAuth2Api": {
          "id": "4XvUdGjZmtZF34lR",
          "name": "Google Slides account"
        }
      },
      "typeVersion": 4.2
    },
    {
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      "name": "Sur nouvel enregistrement d'appel commercial",
      "type": "n8n-nodes-base.webhook",
      "position": [
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      ],
      "webhookId": "f0ad896c-3d55-458b-b161-bd3d6cc4107f",
      "parameters": {
        "path": "claap-recordings",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2
    },
    {
      "id": "6dfdb4b2-5c74-41a7-9edd-8f0eba4264b5",
      "name": "Note adhésive 2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "width": 320,
        "height": 120,
        "content": "If several presentations can be selected based on the type of call, it's possible to create other branches here. You'll just need to provide the id of the presentation you want to duplicate."
      },
      "typeVersion": 1
    },
    {
      "id": "99b44269-6d1c-441d-b597-272597b1e1c8",
      "name": "Note adhésive 3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2464,
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      ],
      "parameters": {
        "height": 120,
        "content": "Another option is to use the n8n built-in node, but it offers less control (no full text search and replace and no possibility to add images)"
      },
      "typeVersion": 1
    },
    {
      "id": "8017b6bc-f516-4668-bf0a-cd708bb76ab8",
      "name": "Formater les défis",
      "type": "n8n-nodes-base.code",
      "position": [
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      ],
      "parameters": {
        "jsCode": "return {\n  challengesFormatted: $input.first().json.message.content.challenges.join('\\\\n')\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "5aee27e9-17f0-4b0a-9b0e-e6bf0b82062b",
      "name": "Note adhésive 4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
        "width": 200,
        "height": 120,
        "content": "This branch showcases how to connect with the CRM and personalize the presentation based on CRM data"
      },
      "typeVersion": 1
    },
    {
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      "name": "Supprimer la diapositive de devise incorrecte",
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      ],
      "parameters": {
        "url": "=https://slides.googleapis.com/v1/presentations/{{ $('Duplicate presentation').item.json.id }}:batchUpdate",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"requests\": [\n    {\n      \"deleteObject\": {\n        \"objectId\": \"{{ $json.slide_to_delete }}\"\n      }\n    }\n  ]\n}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "googleSlidesOAuth2Api"
      },
      "typeVersion": 4
    },
    {
      "id": "f129f806-564c-4820-a8fb-1516959ee780",
      "name": "Envoyer à @user",
      "type": "n8n-nodes-base.slack",
      "position": [
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      ],
      "webhookId": "1842e596-7b9f-4dc6-8331-58e7a6811afc",
      "parameters": {
        "text": "=",
        "user": {
          "__rl": true,
          "mode": "username",
          "value": "@user"
        },
        "select": "user",
        "blocksUi": "={\n  \"blocks\": [\n    {\n      \"type\": \"section\",\n      \"text\": {\n        \"type\": \"mrkdwn\",\n        \"text\": \"*New presentation available for <https://docs.google.com/presentation/d/{{ $json.presentationId }}/edit#slide=id.g33acd02fb35_0_0|{{ $('Extract call info').item.json.client }}> 🔥*\"\n      }\n    }\n  ]\n}",
        "messageType": "block",
        "otherOptions": {
          "includeLinkToWorkflow": false
        }
      },
      "credentials": {
        "slackApi": {
          "id": "MFSWBbCvtN1Sk93E",
          "name": "Slack First Claapers"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "365237ff-823f-4b8c-928b-5b2bb8fc6bf7",
      "name": "S'il y a un accord",
      "type": "n8n-nodes-base.if",
      "position": [
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      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "49b2504c-0426-4dda-8249-8b147db94e6a",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $('On new sales call recording').item.json.body.event.recording.deal.id }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
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      "name": "Obtenir les informations de l'accord",
      "type": "n8n-nodes-base.hubspot",
      "position": [
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      ],
      "parameters": {
        "dealId": "={{ $('On new sales call recording').item.json.body.event.recording.crmInfo.deal.id }}",
        "filters": {},
        "resource": "deal",
        "operation": "get",
        "authentication": "appToken"
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "mhuVEdo7ONjoZ1nP",
          "name": "HubSpot App Token account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "253e418e-1282-4da1-8bd9-f9b2e013005e",
      "name": "Sélectionner la diapositive à supprimer",
      "type": "n8n-nodes-base.set",
      "position": [
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      ],
      "parameters": {
        "options": {},
        "assignments": {
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              "name": "slide_to_delete",
              "type": "string",
              "value": "={{ (!$json.properties.deal_currency_code.value || $json.properties.deal_currency_code.value === 'EUR') ? 'g3417703b8a7_0_3' : 'g3026f7d6b00_0_71' }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
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      "position": [
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      ],
      "parameters": {
        "modelId": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini",
          "cachedResultName": "GPT-4O-MINI"
        },
        "options": {},
        "messages": {
          "values": [
            {
              "content": "=Your are a sales expert here to assist sales professionals in crafting follow-ups based on transcripts of discovery calls. Analyze the call summary to identify the following 2 elements:\n\n# Ambition: a summary of the prospect's goals or desired outcomes.\n# Challenges: list 3 key difficulties or obstacles discussed during the call.\n\nInstructions:\n- Use simple language and remain concise.\n- Output your answer in {{ $('Extract call info').item.json.language }}.\n- Structure your answer as a JSON:\n\n{ \n  \"ambition\": \"\",\n  \"challenges\": [\"\", \"\", \"\"]\n}\n\nCall summary below (within triple quotes):\n'''\n{{ $('Extract call info').item.json.insights }}\n'''"
            }
          ]
        },
        "jsonOutput": true
      },
      "credentials": {
        "openAiApi": {
          "id": "E7za96D8nwfE78qQ",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.8
    },
    {
      "id": "dedfb07c-b450-4101-b7eb-7ff6a40aa5f5",
      "name": "Note adhésive 1",
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      "position": [
        -656,
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      ],
      "parameters": {
        "color": 3,
        "width": 600,
        "height": 240,
        "content": "# Workflow configuration\n- Create a webhook in Claap, by following [this article](https://help.claap.io/en/articles/10395357-using-claap-s-webhooks).\n- Edit the labels that trigger the workflow and route on the relevant presentation.\n- Fill your Open AI credentials by creating an API Key in OpenAI Platform\n- Edit the presentation personalization details (user set as editor, content, title)\n- Fill your Slack credentials by following steps in [this video](https://www.youtube.com/watch?v=qk5JH6ImK0I&ab_channel=NateHerk%7CAIAutomation)."
      },
      "typeVersion": 1
    }
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}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Avancé - CRM, IA Multimodale

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Avancé
Nombre de nœuds20
Catégorie2
Types de nœuds10
Description de la difficulté

Adapté aux utilisateurs avancés, avec des workflows complexes contenant 16+ nœuds

Liens externes
Voir sur n8n.io

Partager ce workflow

Catégories

Catégories: 34