AI Call Notes & CRM Auto-Update
Dylan Davison
AI Call Notes & CRM Auto-Update workflow
Project Description
A coaching business was losing deal context after discovery calls — notes were incomplete and CRM records went unupdated. Built an n8n automation triggered by Fathom call webhooks: Claude summarises the transcript, extracts next steps, updates the Copper CRM record, and drafts a follow-up email in Gmail ready to send.
Call summary and next steps extracted by Claude and written to CRM automatically, so no deal context is ever lost between calls
Follow-up email drafted in Gmail within seconds of the call ending, ready for the rep to review and send while the conversation is still fresh
Eliminated all manual post-call admin for the sales team, turning a process that used to eat into every rep's afternoon into a zero-touch workflow
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Posted Jul 13, 2026
Built an n8n automation triggered after each call: AI summarises the transcript, extracts next steps, updates the CRM record, and drafts a follow-up email.
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