How to Build a Sales Call Analyzer Workflow
An agentic workflow that orchestrates call transcription, summarizes objections, and drafts the perfect follow-up email.
Connectors and tools
Salesforce
HubSpot
Gong
Created by
xpander.ai
Built for
Enterprise sales teams and managers
Revenue operations (RevOps)
Challenge
Enterprise sales and RevOps teams often struggle to manage deal intelligence across disconnected tools, relying on brittle integrations that lead to missed sentiment shifts and lost revenue. By utilizing autonomous orchestration to handle the workflow of transcription and analysis, this agent eliminates the bottleneck of manual CRM updates, allowing teams to deploy data-driven follow-ups and risk alerts instantly, streamlining the path to production efficiency.
How the workflow works
Below is how the enterprise agentic workflow works:
1. Call ingestion: The agentic workflow detects a new sales call recording via integration with your CRM and transcription tools.
2. Workflow orchestration: The system orchestrates a multi-step workflow to transcribe the audio, summarize objections, and score sentiment.
3. Contextual analysis: Through an AI agent, it compares the current call to previous sessions to identify sentiment shifts, applying best practices for deal intelligence.
4. Automated execution: The workflow automates the final steps by updating the CRM, drafting a follow-up email, and alerting management via Slack if risks are detected.
Key benefits
- End-to-end workflow Automation: Completely automates the post-call process—from transcription to CRM updates—eliminating manual data entry and ensuring that every interaction is captured accurately without human intervention.
- Autonomous deal intelligence: Leverages an autonomous agent to compare current calls against historical data, identifying sentiment shifts that standard summaries miss, enabling context-aware sales strategies.
- Proactive risk management: Automatically detects deal risks and triggers real-time alerts to management via Slack, allowing leaders to intervene early and apply best practices to save at-risk opportunities before they slip.
