Update your CRM from meeting transcripts automatically

A consulting team built an n8n workflow that pulls deal stage, next step, date and objections out of call transcripts.

Difficulty
BeginnerOur rating
Time to build
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Engagement
0 X likes0 replies Β· 0 reposts Β· fetched Oct 15, 2026

What they did

@bigfoot15agency’s workflow reads a meeting transcript and outputs structured JSON for the CRM.

How it went

They shared the workflow JSON publicly.

Worth knowing

Review extracted next steps before they hit the CRM.

Builder recipe

Our own starting point, written from the source. Adapt it to your setup.

Stack

  • n8n
  • LLM
  • CRM API

Steps

  1. Connect your lead sources and CRM.
  2. Have the agent enrich, dedupe and draft, not send.
  3. Review drafts and push approved items to the CRM or sequencer.
  4. Track replies and tune the prompts.

Starter prompt

From this transcript, return JSON with deal_stage, next_step, next_step_date and objections (list).

Tags

Agent n8n
Tool CRM
Industry Consulting

Read the original

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