Summarize sales calls and update CRM using WayinVideo and GPT-4o-mini

Description

Paste any sales call recording URL into a form — this n8n workflow automatically transcribes the call using [WayinVideo](https://wayin.ai/api/), extracts structured CRM data with AI, and saves a complete report directly to your shared Google Doc. No manual note-taking, no missed action items, no forgotten follow-ups. Just submit the recording and your CRM notes write themselves.

Built for sales teams, digital marketing agencies, and freelancers who want to turn every client call into structured, searchable CRM data — automatically.

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What This Workflow Does

This automation handles your complete call-to-CRM pipeline:

- Form-triggered input — Salesperson submits a Zoom or Google Meet recording URL plus client details via a simple web form and the workflow starts instantly - AI transcription — WayinVideo automatically generates a speaker-labeled transcript from the recording, identifying who said what and when - Smart polling loop — Waits and retries every 45 seconds until transcription is fully complete before moving forward - AI-powered CRM extraction — GPT-4o-mini analyzes the full transcript and extracts deal status, action items, client objections, buying signals, pricing discussed, and next follow-up date - Auto-save to Google Docs — Appends the complete CRM report to your shared team Google Doc with a timestamp and separator for every call - Zero manual work — No editing, no copy-paste, no summarizing. Submit the URL and your CRM updates itself

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