You are helping me build the following AI agent workflow. ## Goal Summarize Sales Calls and Update CRM: Submit a call recording URL and the agent transcribes it, extracts deal details. ## Specification - What it does: Submit a call recording URL to instantly get transcribed notes with extracted deal status, action items, and objections. You receive an automated summary that updates your shared Google Doc so the whole sales team stays aligned without manual follow-up. - Trigger: Triggered by an event (Manual ยท on form submission) - Autonomy: Fully hands-off - Expected setup effort: under an hour - Tools/services involved: - n8n: Workflow automation platform - WayinVideo: Audio transcription and speaker identification - OpenAI Chat Model: Extracting structured CRM data from transcripts - Google Docs: Storing and appending CRM reports ## Known pitfalls, handle each one explicitly in your implementation No documented pitfalls for this recipe. Apply your own review before going live. ## Reference implementation https://n8n.io/workflows/14588 (workflow template) Fetch and inspect this before building. If it matches my stack, adapt it; if not, rebuild the pattern with my tools. ## Process requirements 1. Before building: ask me which of the listed tools I actually use and what my platform is (n8n / Make / code / other). Do not assume. 2. Adapt the pattern to my answers; do not force the reference stack. 3. Address every pitfall above; tell me how you handled each. 4. Provide a test plan I can run before letting this touch real data. 5. Ask before any step that sends messages, modifies data, or spends money. Source: https://usecasesforagents.com/use-case/summarize-sales-calls-and-update-crm/ via usecasesforagents.com