Filter your sales calls by deal stage before AI review

Pulls only the sales calls tied to key deal stages so your AI analysis focuses on calls that matter.

How the work actually flows

A straight line. Runs once per one per matching call.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["hourly check for new calls"]):::trigtime s0["filter by deal stage"]:::task s1[["format matching call details"]]:::mi s2["send for AI analysis"]:::svc trig --> s0 s0 -->|"one per one per matching call"| s1 s1 --> s2 out[/"filtered structured calls for analysis"/]:::out pay{{"AI time spent only on calls that matter"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales Pipeline
Connects
SalesforceGong

The problem it solves

Your sales team racks up hours of recorded calls every week, but not every call is worth deep analysis. Sorting through them by hand to find the ones tied to active deals wastes time your team doesn't have. You want only the calls at the right stage flowing into your analysis, automatically.

Who it fits

Sales and revenue teams using call recording and a CRM who want to focus AI analysis on the right calls.

How it works

  1. The system checks for calls newly synced to your CRM every hour
  2. It filters for calls tied to opportunities at key stages, like Discovery or Meeting Booked
  3. Matching call details are pulled and formatted into a structured record
  4. The structured data is passed along for deeper AI analysis
What you get

Call data prepped and ready for deeper review

Only the sales calls tied to key deal stages get pulled and formatted, so your team's AI analysis stays focused on what matters.

What you get

A filtered, structured list of only the sales calls worth analyzing, ready for AI processing.

What you need

A Salesforce account and a Gong account, both connected with valid credentials.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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