Summarize sales calls and update CRM using WayinVideo and GPT-4o-mini
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 7 nodes and runs when someone submits an n8n form (“📞 Sales Call Auto-Summarizer & CRM Updater”). Along the way it connects OpenAI Chat Model. It also calls wayinvideo-api.wayin.ai over HTTP.
How it runs
Trigger: When someone submits an n8n form (“📞 Sales Call Auto-Summarizer & CRM Updater”).
- 2. WayinVideo — Submit Transcript (HTTP Request): calls wayinvideo-api.wayin.ai (POST)
- 3. Wait — 45 Seconds (Wait): waits 45 seconds
- 4. WayinVideo — Get Transcript (HTTP Request): calls an HTTP API
- 5. IF — Transcript Ready? (If): checks a condition and branches into true / false
- 6. AI Agent — Generate CRM Report (AI Agent): runs an AI agent, with model: OpenAI Chat Model
Services it uses
HTTP calls to: wayinvideo-api.wayin.ai
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (6)
- n8n Form Trigger
n8n-nodes-base.formTrigger - HTTP Request
n8n-nodes-base.httpRequest - Wait
n8n-nodes-base.wait - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - If
n8n-nodes-base.if - AI Agent
@n8n/n8n-nodes-langchain.agent
From the author
Description Paste any sales call recording URL into a form — this n8n workflow automatically transcribes the call using WayinVideo, extracts structured CRM data with AI, and saves a complete report directly to your shared Google Doc. No manual note-taking, no…