Use Case

Turn conversations into actionable pipeline data

Stop listening to 45-minute call recordings to find out why deals stall. The Call Analysis Agent connects to Gong, Zoom, or Google Meet, extracts competitive intel, objections, and next steps, and updates Salesforce or HubSpot automatically. Real CRM hygiene without the manual data entry.

slack / #sales-intel
1You: Which competitors came up most often in
2 lost enterprise deals this month?
3
4Agent7:
5
6 Competitor Mentions Win Rate vs Them
7 ---------- -------- ----------------
8 1. AcmeCorp 24 15% (Critical risk)
9 2. TechFlow 12 40%
10 3. InnovateX 8 65%
11
12 Insight: AcmeCorp is beating us on 'SOC2'
13 and 'Enterprise SSO' objections. 80% of lost
14 deals where AcmeCorp was mentioned stalled
15 at the Security Review stage.
16
17 Sources: gong.calls, salesforce.opportunities
Ready
0hspent listening to call replays
100%CRM fields populated automatically
10+supported meeting & call platforms
24/7competitive intel gathering

Without Agent7

Valuable intel dies in Zoom recordings

  • Sales reps hate data entry, so CRM fields like 'Competitors' and 'Objections' stay empty
  • Product teams don't hear direct user feedback unless they sit on 20 sales calls a week
  • Managers spend hours reviewing calls to coach reps, bottlenecking deal momentum
  • Marketing has no idea what messaging is actually resonating in live conversations
  • Crucial next steps get forgotten immediately after the meeting ends

With Agent7

Every call becomes structured data

  • Agent7 listens, categorizes, and logs competitors and objections directly to Salesforce/HubSpot
  • Product teams get a weekly automated digest of feature requests from live sales calls
  • Managers get instant deal-risk alerts in Slack when budget pushback is detected
  • Marketing queries exact phrases prospects use to describe their pain points
  • Next steps are extracted and pushed as tasks to Linear or Asana instantly
How it works

From raw audio to CRM data in four steps

Step 01

Connect your meeting tools

Link Gong, Zoom, Google Meet, or Chorus. Agent7 securely accesses transcripts or audio files after calls finish.

Step 02

Define your extraction rules

Tell Agent7 what matters to your business: 'Extract MEDDIC criteria', 'Identify feature requests', or 'Flag pricing objections'.

Step 03

Agent analyzes and structures

Agent7 processes the transcript, structuring messy conversations into clean JSON data according to your schema.

Step 04

Update CRM & notify team

The agent drafts CRM updates (custom fields, notes, tasks) and asks for approval before pushing. Urgent risks get pinged to Slack.

agent7 · run log
1Trigger: New Gong recording completed
2Call: 'AcmeCorp x Demo / Discovery'
3
4Discovering skills...
5 ✓ transcript-analyzer (score: 0.96)
6 ✓ meddic-extractor (score: 0.92)
7 ✓ hubspot-updater (score: 0.89)
8
9Plan:
10 1. Fetch transcript from Gong
11 2. Extract MEDDIC fields
12 3. Identify competitor mentions
13 4. Draft Hubspot Opportunity update
14 5. Post summary to #sales-updates
15
16Execution:
17 • Found Competitor: 'TechFlow'
18 • Found Objection: 'Budget frozen until Q3'
19 • Extracted Next Step: 'Send security doc'
20
21Risk: MEDIUM (CRM Write)
22Approval needed: update hubspot.opportunity
23
24Status: ⏸ Waiting for user approval
Ready

What you can ask your calls

Stop guessing why deals are slipping or what features users actually want. Query your conversations directly.

prompt

What are the top 3 reasons prospects say 'no' to our Pro tier?

gong · transcripts
prompt

Show me all calls this week where a prospect mentioned 'Stripe migration'

zoom · transcripts
prompt

Generate a bulleted summary of next steps from my last 5 meetings.

meet · transcripts
prompt

Update the Salesforce 'Competitor' field for all of John's deals based on his calls.

salesforce · gong
prompt

Which reps are successfully handling the 'too expensive' objection?

gong · insights
prompt

Draft follow-up emails for all meetings I had today.

meet · gmail

Connects to your sales stack

Agent7 pulls transcripts from where you meet and pushes insights to where you work.

Call & Meeting Sources

Gong
Zoom
Google Meet
Chorus
Otter.ai
Fireflies
Microsoft Teams
Raw Audio/Video

CRM & Workflow Targets

Salesforce
HubSpot
Slack
Linear
Notion
Pipedrive
Asana
Email Drafts
Safety

CRM hygiene, without the risk of bad data.

  • Read-only meeting access

    The agent only reads transcripts. It never joins live calls or records without permission.

  • Approval before updating CRM

    Agent7 drafts the CRM updates (like setting 'Closed Lost Reason') and asks for your click before saving.

  • Full trace back to the source

    Every data point extracted links directly back to the exact quote in the transcript.

safety policy
1Risk classification: MEDIUM
2
3Allowed (no approval needed):
4 ✓ Fetch transcripts via API
5 ✓ Analyze call sentiment
6 ✓ Extract keywords & objections
7 ✓ Query historical call data
8
9Blocked (always):
10 ✗ Delete recordings
11 ✗ Modify transcripts
12 ✗ Change deal amounts
13
14Requires approval:
15 ⚠ Update Salesforce Opportunity
16 ⚠ Create Linear task
17 ⚠ Send follow-up email
18 ⚠ Post summary to #general
Ready

Stop losing data in Zoom recordings

Connect your meetings. Define what you want extracted. Get perfect CRM hygiene and competitive intel on autopilot.