n8n Workflow for AI Call Summaries and Follow-Up Draftsn8n Workflow for AI Call Summaries and Follow-Up Drafts
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Picture a consultant who takes 8 sales calls a week.
After each one comes the same routine: replay the recording, write notes, update the pipeline sheet, write the follow-up email. Call it 30 minutes a call. That is 4 hours a week, and on busy days the follow-up slips to tomorrow.
I built an n8n workflow that takes that routine away:
→ Fireflies records and transcribes the call → As soon as the transcript is ready, AI writes a summary, the open questions, the next step and whether the prospect is ready to go ahead → A follow-up email that fits that outcome is saved in Gmail drafts, addressed to the person on the call → The call is logged in Google Sheets and the notes land in your inbox
Nothing is sent automatically. You read the draft, change a line if you want, and press send.
For that consultant, 4 hours of admin a week turns into a few minutes of reading, and every prospect hears back the same day.
I tested it on a real recorded client call and have submitted it to the n8n template library as a free template. If you want it set up for your business, send me a message.
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Kapil's avatar
For the 'ready to go ahead' field, I'd keep 'send me more information' separate from an actual commitment. Can the reviewer jump from that assessment to the supporting transcript passage before using the Gmail draft?
TRUEFRAME logo
saving it as a draft instead of auto sending is the right call. 4 hours a week back is no joke
StackShortlist's avatar
Keeping the draft unsent is the part I'd copy. The 'ready to go ahead' field is where I'd want the quote from the transcript right next to it, since that's the one people will over trust.
StackShortlist's avatar
Eight calls a week is exactly where this pays off. The pipeline sheet update is the one I would automate first, since a missed row there costs more than a late follow up.
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