Automatically grade sales calls with AI and log the scores

AI reviews every sales call transcript, scores it, and logs the results in Google Sheets with an instant alert.

How the work actually flows

It branches. Any that apply are taken.

Pattern: Multi-Choice (6)

flowchart TD trig>"new call transcript created"]:::trig s0["AI grades transcript"]:::svc s1[("log score to sheet")]:::store s2["send instant alert"]:::svc trig --> s0 s0 --> s1 gx{"○ which channel to notify"}:::gate s1 --> gx p00["notify slack"]:::task gx -->|"slack alert"| p00 p10["notify gmail"]:::task gx -->|"email alert"| p10 p00 --> s2 p10 --> s2 out[/"scored call logged and alert sent"/]:::out pay{{"consistent call review without manual listening"}}:::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 itAn outside serviceA record or sheetAny that applyResultPayoff
Build size
Advanced

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

Business functions
Voice & PhoneEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook IntegrationHR & Recruiting
Connects
Fireflies.aiOpenAIGoogle SheetsSlackGmail

The problem it solves

Reviewing sales calls for quality is valuable, but sitting through recordings and scoring them by hand takes hours you don't have. Without a consistent process, feedback ends up inconsistent from rep to rep. By the time you get to a call, the coaching moment has often passed.

Who it fits

A sales, onboarding, or customer success manager who wants consistent call scoring without manual review.

How it works

  1. A new call transcript is created after a sales or onboarding call
  2. AI reviews the transcript and grades it on quality, engagement, and outcome
  3. The lead details and score are logged automatically in Google Sheets
  4. You get an instant Slack or Gmail alert with the score and key notes
What you get

Every sales call scored the same consistent way

You get every sales call graded and logged automatically, with instant alerts on quality and outcome.

What you get

A scored call record in Google Sheets and an instant notification with the evaluation.

What you need

A call transcription account, an OpenAI account, a Google Sheets account, and Slack or Gmail.

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

Related automations

Back to the AI Playbook