CRM Call Intelligence: Zoom to monday.com with OpenAI

I built a CRM-linked call-intelligence workflow for a confidential investment-operations client, connecting meeting recordings to structured analysis and follow-up records.

The problem Recordings, notes and next actions were fragmented across tools. The team needed call evidence and usable summaries connected to the relevant CRM work.

What I built I designed the monday.com workflow and coordinated Zoom meeting events and RTMP recording through Node-RED. The processing pipeline retrieved recording assets, reused existing transcripts where available, produced speaker-aware transcription, and ran structured OpenAI analysis.

Deliverables • Connected recording and transcript processing • AI-generated scores, recommendations and summaries • PDF/ODT reports • Results written back to monday.com for follow-up

Outcome and privacy The delivered workflow connected call evidence, analysis and CRM state in a repeatable process. Client identity, call content and business records remain private.

The cover is an architecture illustration, not a client screenshot.

Public references Existing automation overview: https://contra.com/community/x3Keg5SS-most-ai-automation-projects-do-not Architecture reference, not client screenshots: https://portfolio.sellsystems.agency/systems-case-study/