Automate sales call grading with Fireflies.ai, OpenAI, and Google Sheets
Turn your sales and onboarding calls into actionable insights — automatically! This workflow connects Fireflies.ai with OpenAI to analyze and grade your call transcripts. The results, along with your lead’s details, a...
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Turn your sales and onboarding calls into actionable insights — automatically! This workflow connects Fireflies.ai with OpenAI to analyze and grade your call transcripts. The results, along with your lead’s details, are logged directly into a Google Sheet for easy tracking. Plus, you’ll get an instant Slack or Gmail notification with the evaluation so you can take quick action.
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🚀 What It Does - Triggers on new Fireflies.ai transcripts - Uses AI to evaluate and grade your calls - Logs lead + scoring data into Google Sheets - Sends instant updates via Slack or Gmail
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💡 Why It’s Valuable - Save hours of manual call reviews - Keep a consistent, unbiased scoring system - Centralize data for reporting and coaching - Act faster with real-time notifications
Perfect for sales, onboarding, or customer success teams who want to improve call quality at scale while saving time.
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🛠️ Setup Instructions 1. Connect Fireflies.ai – Enable transcript export from your Fireflies.ai account. 2. Integrate with OpenAI – Use the provided API key to analyze and score transcripts automatically. 3. Configure Google Sheets – Create a sheet with columns for: - Lead Name - Company - Call Date - Transcript Link - AI Score - Notes/Insights 4. Enable Notifications – Connect Slack or Gmail to receive instant alerts with evaluation details. 5. Test & Launch – Run a sample call to ensure transcripts flow correctly into the sheet and notifications are triggered.