Use Cases
- Automatically summarize Microsoft Teams calls for better record-keeping
- Enhance Salesforce data with AI-generated call summaries
- Streamline communication between Microsoft Teams and Salesforce
How It Works
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
Setup Steps
- 1Import the workflow template into n8n
- 2Set up the webhook URL in Microsoft Teams to trigger the workflow
- 3Configure the Microsoft Teams and Salesforce API endpoints
- 4Test the workflow with a sample call to ensure data is processed correctly
Apps Used
Microsoft Teams
Salesforce
OpenAI
Slack
Categories
Target Roles
Industries
Tags
#ai content generation
#process automation
#workflow management