Automate Sales Call Grading with Fireflies.ai, OpenAI, and Google Sheets

Description

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.

🚀 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**

💡 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.

🛠️ Setup Instructions
Connect Fireflies.ai – Enable transcript export from your Fireflies.ai account.
Integrate with OpenAI – Use the provided API key to analyze and score transcripts automatically.
Configure Google Sheets – Create a sheet with columns for:
Lead Name
Company
Call Date
Transcript Link
AI Score
Notes/Insights
Enable Notifications – Connect Slack or Gmail to receive instant alerts with evaluation details.
Test & Launch – Run a sample call to ensure transcripts flow correctly into the sheet and notifications are triggered.

🔄 Detailed Workflow
A new call transcript is generated in Fireflies.ai.
The transcript is sent to OpenAI, where the call is evaluated and scored based on quality, engagement, and outcomes.
The results + lead data are logged automatically into Google Sheets for centralized tracking.
A Slack or Gmail notification instantly alerts your team with the score and key insights, so you can take immediate action.

📊 Google Sheets
Your Google Sheet should include the following columns:
Lead Name**
Email/Contact**
Company Name**
Call Date & Time**
Transcript URL**
AI Evaluation Score**
Summary/Next Steps**

This structure ensures clarity, easy reporting, and consistent data across all calls.

⚠️ Community Node Disclaimer
This workflow is created with community nodes and integrations. Please review security and API key management best practices before deploying in production.

🖼️ Workflow Template