Summarize call from Microsoft Teams to Salesforce

• Automatically summarize Microsoft Teams calls for better record-keeping
• Enhance Salesforce data with AI-generated call summaries
• Streamline communication between Microsoft Teams and Salesforce

Trigger the workflow with an incoming call data from Microsoft Teams Fetch the relevant call data using an HTTP request Use AI to summarize the call details Send the summarized information to Salesforce for record-keeping Handle errors by notifying the team via Slack

1. 1
   Import the workflow template into n8n
2. 2
   Set up the webhook URL in Microsoft Teams to trigger the workflow
3. 3
   Configure the Microsoft Teams and Salesforce API endpoints
4. 4
   Test the workflow with a sample call to ensure data is processed correctly