RevOps Intelligence Engine
Overview
Sales calls contain a lot of deal insight, but most of it never makes it into the CRM. I built this system to turn call transcripts into structured deal data and trigger the right follow-up workflows automatically.
Problem
Reps take notes differently, CRM updates get skipped, and leadership ends up with incomplete data about what’s actually happening in the pipeline.
Important signals like objections, deal health, and next steps get lost inside transcripts or scattered notes.
Results
• ~90% reduction in manual call notes and CRM updates
• Every call generates standardized deal intelligence
• Automated follow-up workflows based on deal outcome
• Clearer pipeline visibility for sales leadership
How it Works
Fathom sends the call transcript via webhook
AI analyzes the conversation and extracts deal insights
Structured deal data is written to Airtable
Rep reviews and confirms the outcome via Slack
Automation triggers onboarding, follow-up, or nurture workflows
Tech Stack
Zoom • Fathom • Make • OpenAI • Airtable • Slack • Gmail
