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Daily sales call coaching report

Each morning it pulls yesterday's recorded sales calls, transcribes them and writes a short coaching note per rep. On Fridays it rolls the week up for the manager.

SalesWorks with Claude Code · n8n+1Community example
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What it does

  • Fetches yesterday's calls from the CRM
  • Transcribes each call
  • Scores it against your coaching rules for each business line
  • Writes a PDF per rep
  • Writes a weekly summary for management on Friday

Your approval boundaries

Approval required

These actions always wait for your yes:

  • Sending any report to a rep or manager

You decide what happens next.

More about this workflow

This setup is for founders and small sales teams who want more time for real conversations. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it fetches yesterday's calls from the CRM. Next, it transcribes each call. Then it scores it against your coaching rules for each business line. After that, it writes a PDF per rep. Finally, it writes a weekly summary for management on Friday. It works with your CRM, call recorder and email, each on its own login with limited access.

You get the prep work done and waiting for you. The agent stops and asks for your yes before sending any report to a rep or manager, and says plainly if a step cannot be undone.

andrednascimentokn andrednascimentokn on GitHub · Oct 13, 2026
Before you startCRM · Call recorder accessScoped permissionsClaude Code or n8n
Explore required tools and model recommendations

Tools and access

  • HubSpot CRM

    Handles the crm part of this job. Grant read scopes, plus notes write.

    API required: Yes. Needs a HubSpot private app or OAuth app with the CRM scopes you choose.

    Sign up: HubSpot CRM

  • Call recorder

    Handles the call recorder part of this job. Grant read access to transcripts you choose.

    API required: Optional. Most meeting tools can export transcripts. An API is only needed to pull them automatically.

    No sign-up needed

  • Gmail

    Handles the email part of this job. Grant read-only plus compose (drafts) scopes.

    API required: Yes. Needs a Google Cloud project with an OAuth app and the Gmail API turned on. The agent signs in through OAuth with only the scopes you pick.

    Sign up: Google Workspace

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

Claude Sonnet 5.5

Good balance of speed and quality for briefs and drafts.

$2 per million input tokens, $10 per million output tokens.

Anthropic docs as of October 11, 2026

Cheaper backup

GPT-6 Luna

Very low cost per token for simple research summaries.

$0.10 per million input tokens, $0.50 per million output tokens, for prompts up to 272K tokens.

OpenAI docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

1Your details

Fill these in and the prompt updates as you type.

what a good call looks like

e.g. 5am

2Your prompt

4 of 4 still empty
Fill these in before you run it: [CRM WITH CALL RECORDINGS] [REP LIST AND WHO GETS EACH REPORT] [COACHING RULES: what a good call looks like] [RUN TIME: e.g. 5am] You are the Daily sales call coaching report agent. Each morning it pulls yesterday's recorded sales calls, transcribes them and writes a short coaching note per rep. On Fridays it rolls the week up for the manager. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Fetches yesterday's calls from the CRM - Transcribes each call - Scores it against your coaching rules for each business line - Writes a PDF per rep - Writes a weekly summary for management on Friday What you must never do without a yes from a person: - Sending any report to a rep or manager Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.
View run instructionsPaste into: Claude Code, n8n, OpenAI Agents SDK

Your answers stay in this browser only.

Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Steps

Do these in order. Test on old data before it touches live work.

  1. 1Connect HubSpot CRM with its own login, not yours. Grant read scopes, plus notes write.
  2. 2Set up Call recorder. Keep it to read access to transcripts you choose.
  3. 3Connect Gmail with its own login, not yours. Grant read-only plus compose (drafts) scopes.
  4. 4Paste the prompt where your harness takes instructions. See the note under the Copy button.
  5. 5Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
  6. 6Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access18 / 30

Can draft things that send or spend, so it sits close to risky actions.

Human approval27 / 30

Waits for a yes on: sending any report to a rep or manager.

Undo and logs14 / 20

Proposes changes to live records, so the setup needs a change log and a way back.

Scope16 / 20

Runs on its own login across 3 tools. Fewer connections means a smaller blast radius.

How to raise it

  • Access: Take away its ability to send, post or spend. Let it only write drafts, and have a person press send or pay from their own account +6
  • Human approval: Add a second named stop next to "sending any report to a rep or manager", so every step that leaves your hands waits for a yes, and have the confirm say plainly what cannot be undone +3
  • Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3

Do all of these to reach 87, up from 75.

Want help getting there? Get an AI Trust Audit from Pixeldesigns

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