Sales Call PDF Analysis Agent: AI-Powered Call Scoring → Gmail Notification + HubSpot Contact & Deal Creation

Problem:

A sales team was manually reviewing call recordings and transcripts, extracting key information, scoring calls for quality and conversion potential, and then manually creating HubSpot contacts and deals from the findings, a time-intensive post-call process that delayed pipeline updates and produced inconsistent evaluation quality.

Solution:

Built an n8n workflow triggered on demand that downloads a sales call PDF from Google Drive, runs parallel dual-path AI processing, OpenAI Message Model extracts the prospect's name and email while the BAX Sales AI Agent (powered by RVSCL v1.2 with structured output parsing) performs deep call analysis and scoring, both outputs are merged and field-mapped, then a Gmail notification is sent with the full analysis summary, and the HubSpot integration upserts the contact and creates a new deal record automatically from the extracted data.

Result:

Automated the entire post-call workflow, every sales call PDF is analyzed, scored, and actioned within seconds: the team receives an email summary, the prospect is added to HubSpot as a contact, and a deal is created in the pipeline automatically, ensuring no call insight is lost and no CRM update is missed.