Analyze sales call recordings and route leads by budget automatically

Transcribes every sales call, pulls out the budget and details, then routes hot leads to your team instantly.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"call recording uploaded"]:::trig s0["Transcribe call recording"]:::task s1["Extract lead details"]:::task trig --> s0 s0 --> s1 gx{"× is budget above threshold"}:::gate s1 --> gx p00["Log lead in CRM"]:::task gx -->|"High budget lead"| p00 p01["Create high priority task"]:::task p00 --> p01 p10["Log lead in CRM"]:::task gx -->|"Low budget lead"| p10 p11["Create low priority task"]:::task p10 --> p11 p01 --> out p11 --> out out[/"Lead routed with CRM record"/]:::out pay{{"Faster consistent lead follow up"}}:::pay 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 stepOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Voice & PhoneEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsProject & Task ManagementFile & Cloud Storage
Connects
Google DriveOpenAIAirtableTrelloSlackGmail

The problem it solves

After a sales call, someone has to relisten to the recording, type up notes, decide if the lead is worth chasing, and update the CRM. That manual follow-up often happens hours or days later, if it happens at all.

Who it fits

Sales teams that record calls and need consistent, fast follow-up.

How it works

  1. A call recording is uploaded to a Google Drive folder
  2. The recording is transcribed and analyzed by AI to pull out budget, sentiment, timeline, and a summary
  3. If the budget clears your threshold, the lead is logged in Airtable, a high-priority task is created, and your team gets a Slack alert
  4. If the budget is lower, the lead is logged, a lower-priority task is created, and the prospect gets a follow-up email with a cheaper option
  5. Every call is recorded in Airtable for tracking
What you get

High-budget leads flagged for your team first

Every sales call gets transcribed and scored so your highest-budget leads reach your team the moment the call ends.

What you get

A CRM record, a task, and either a Slack alert or a follow-up email for every sales call.

What you need

A Google Drive account, an OpenAI API key, an Airtable account, a Trello account, a Slack workspace, and a Gmail account.

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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