Extract sales insights from Scoot call transcripts using Gemini

Description

Automatically extract sales insights from call transcripts and update your CRM.

Every time Scoot finishes transcribing a sales call, this workflow pulls out the key details—budget, competitors, objections, next steps—and sends a formatted summary to the rep.

How It Works

Scoot webhook triggers when transcription completes
Fetches the full transcript via Scoot API
AI Agent (Gemini) extracts structured data: budget, competitors, objections, timeline, decision maker, pain points, buying signals
Updates your CRM with extracted fields
Emails a formatted summary to the sales rep

If the transcript is still processing, it retries automatically (up to 6 times, 1 hour apart).

Setup

Import the workflow JSON
Add credentials:
Scoot API → Header Auth with your API key
Google Gemini → API key from aistudio.google.com
Gmail → OAuth2
Copy webhook URL to Scoot Dashboard → Webhooks → Transcription Complete
Replace the mock CRM node with HubSpot, Salesforce, or Pipedrive
Test with the manual trigger (uses sample data)
Activate

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