Unlock Efficiency: Automate Your Post-Call Process with AI
Hi all, updating the CRM, sending follow-ups, and creating tasks after every call was draining my time. I built an automated post-call assistant using n8n + AI - now it all happens without me touching a thing. Here’s how it works: 1. Auto-Transcription + GPT Summary Every call is transcribed and summarized into key points, outcomes, and next steps. 2. CRM + ClickUp Updates The system updates the CRM and creates a follow-up task in ClickUp — instantly. 3. Slack Recap + Email Sent The rep gets a full Slack recap. The client gets a personalized follow-up email - within 5 minutes. All built with n8n, Fireflies, OpenAI, Slack, Gmail, and ClickUp. If anything is unclear, let me know. Hope this helps you 🙏