Introducing the Post-Call Scribe Agent: Automatically Extract Sales Intelligence and Update Your CRM

Daniel Lopez

Daniel Lopez

— 3 min read
Introducing the Post-Call Scribe Agent: Automatically Extract Sales Intelligence and Update Your CRM

Today, we're releasing the Post-Call Scribe Agent Template for n8n.

The Problem: Valuable Call Data Dies in Transcripts

Your reps just finished a great discovery call. The prospect shared budget, timeline, competitors they're evaluating, and specific pain points. Gold.

But what happens next?

The rep jumps to their next call. Maybe they jot down a few notes. Maybe they update the CRM... eventually. More likely, that intelligence sits buried in a transcript no one will read again—or worse, it lives only in the rep's head until they forget it.

This is the hidden tax on every sales team: critical deal data that never makes it into your system. Your forecasts suffer. Your handoffs suffer. Your follow-ups miss the mark because no one remembers what the prospect actually said.

The Solution: An AI Agent That Listens, Extracts, and Updates

The Post-Call Scribe Agent automates the entire post-call workflow. The moment a call ends, it gets to work—no human input required.

Here's what it does:

Step 1: Capture the Transcript
When a call transcription completes in Scoot (or your recording tool of choice), a webhook triggers the workflow. The agent fetches the full transcript automatically.

Step 2: AI-Powered Extraction
The transcript is fed into Google Gemini, which acts as an elite sales analyst. It doesn't just summarize—it extracts structured, actionable data:

  • Budget confirmed? Amount? Notes?
  • Competitors mentioned
  • Objections raised
  • Timeline to decision
  • Decision maker identified
  • Agreed next steps
  • Pain points expressed
  • Buying signals detected
  • Overall call sentiment
  • Recommended deal stage

Step 3: CRM Update
The extracted data is mapped directly to your CRM fields and pushed automatically. No manual entry. No forgotten updates. The template includes a mock CRM node you can swap out for HubSpot, Salesforce, Pipedrive, or whatever you use.

Step 4: Rep Notification
A clean, formatted summary lands in the rep's inbox within minutes of the call ending. They get a professional briefing with everything that matters—budget, objections, next steps, buying signals—without lifting a finger.

Why This Matters for Sales Teams

1. Data Quality You Can Actually Trust
When CRM updates depend on busy reps, data is inconsistent at best. This agent captures the same structured fields from every single call. Your pipeline data becomes reliable.

2. Zero Admin Time
Post-call admin is a productivity killer. If your reps spend even 10 minutes per call on notes and CRM updates, that's hours per week that could go toward selling. This agent gives that time back.

3. Nothing Falls Through the Cracks
Competitors mentioned? Logged. Objections raised? Logged. Timeline shared? Logged. Every detail is captured while it's fresh—not reconstructed days later from memory.

4. Better Coaching, Better Forecasting
With consistent data flowing from every call, managers can spot patterns: which objections keep coming up, which competitors appear most often, which reps are generating buying signals. This is the foundation for real sales intelligence.

Built for Flexibility

The template is designed to work out of the box, but it's fully customizable:

  • Swap the trigger: We built this for Scoot, but you can replace the webhook with Zoom, Gong, Otter, or any tool that provides transcripts.
  • Connect your CRM: The mock CRM node shows exactly how to map fields. Replace it with HubSpot, Salesforce, or Pipedrive nodes in minutes.
  • Adjust the extraction: The Gemini prompt is fully editable. Add custom fields, change the format, or tune it for your sales process.
  • Built-in retry logic: If a transcription is still processing, the agent waits and retries automatically—up to 6 hours—so nothing gets lost.

Get the Template

This Post-Call Scribe Agent joins our growing library of free AI sales agent templates, including the Pre-Flight Research Agent, Inbound Qualification Agent, Newsletter Agent, and Proposal Generation Agent.

Subscribe to AI Sales Agent HQ to get instant access to the full template library and start automating your sales workflow today.

Subscribe

Read more