Post-Call Deal Updater
Transform sales call transcripts into structured deal intelligence, CRM updates, and follow-up tasks — automatically.
The Post-Call Deal Updater is a 17-node n8n workflow that receives a call transcript via webhook, extracts key information (commitments, objections, buying signals, next steps), scores deal health on a 1-10 scale, generates CRM-ready outputs, and writes results directly to Pipedrive. Three specialized AI agents work in sequence: Extractor identifies structured data from raw conversation, Analyst scores deal health across 4 weighted criteria, and Scribe generates actionable CRM content with at-risk flagging. ITP-certified: 20/20 PASS (100%), $0.085/call average.
Three Agents. One Transcript. Complete Deal Intelligence.
Step 1 — The Extractor
Tier 1 Reasoning
Parses raw call transcript to identify commitments (with party, specificity, timeline), objections (severity, status, context), buying signals, and next steps. Structured extraction — no interpretation yet.
Step 2 — The Analyst
Tier 1 Reasoning
Scores Deal Health (DHS 1–10) across 4 weighted criteria: Commitment Quality (30%), Objection Severity (25%), Momentum Signals (25%), and Next Step Clarity (20%). Sets at_risk flag when DHS < 5.
Step 3 — The Scribe
Tier 1 Reasoning
Generates CRM-ready content: call summary, deal note, and follow-up task with due date. When at_risk is true, prefixes tasks with URGENT and frames output around risk signals. Writes 5 custom Pipedrive deal fields + creates a follow-up activity.
What It Does NOT Do
Does not transcribe calls — you provide the transcript text via webhook
Does not access external data sources — all intelligence extracted from the transcript only
Does not change Pipedrive deal stages — output is custom field updates and a follow-up activity
Does not use web_search — cheapest product in the lineup at $0.09/call
The Complete Customer Success Bundle
9 files. Workflow, 3 system prompts, error handling, and complete documentation.
Tested. Measured. Documented.
All values below are from ITP testing — not estimates, not projections. Measured across 20 test transcripts spanning strong calls, weak calls, stalled deals, competitive mentions, and edge cases.
Workflow Nodes
17 specialized n8n nodes
Blueprint Quality Standard
BQS v2 — 12/12 PASS
Agent Roles
3 (Extractor, Analyst, Scribe)
Credentials Required
Anthropic API + Pipedrive API
Bundle Files
9 files
Cost Advantage
No web_search costs — cheapest product in lineup
Cost per Call (ITP-Measured)
$0.085 (ITP-measured average)
Inspection & Test Plan
PCDU-01 through PCDU-06 — ALL PASS
DHS Consistency (3 Runs)
[9, 9, 9] variance=0
n8n Versions Tested
Self-hosted
Architecture: Modular Agentic Swarm (3 agents, linear pipeline) Pipeline: Webhook → Extractor → Analyst (DHS) → Scribe → Pipedrive Deal Update + Activity Nodes: 17 specialized n8n nodes Reasoning: Tier 1 Reasoning for all 3 agents (Extractor, Analyst, Scribe) Routing: No IF node — pipeline always runs to completion. at_risk flag modifies Scribe behavior via reasoning-layer conditioning. Error Handling: 33 documented failure modes with retry, fallback, dead letter Test Evidence: ITP 20/20 PASS (100%) Cost: $0.085 per call (ITP-measured average). No web_search costs. Cheapest product in ForgeWorkflows lineup. Platform: n8n (self-hosted) Quality Audit: BQS v2 — 12/12 PASS
Post-Call Deal Updater v1.0.0
$199
one-time purchase
What you get:
- ✓17-node n8n workflow (.json) — you own it
- ✓3 production-ready agent system prompts
- ✓Error handling matrix (33 failure modes documented)
- ✓5 Pipedrive custom field setup instructions (fw_ prefix)
- ✓Dependency matrix with ITP-measured costs
- ✓README setup guide (10 minutes)
- ✓14-day refund policy
Frequently Asked Questions
What is DHS (Deal Health Score)?+
DHS is a 1–10 composite score across four weighted criteria: Commitment Quality (30%), Objection Severity (25%), Momentum Signals (25%), and Next Step Clarity (20%). Higher scores indicate stronger deal health. The Analyst agent evaluates each criterion independently with explicit reasoning.
What happens when a deal scores below 5?+
The Analyst sets at_risk: true in its output. The Scribe detects this flag and adapts: follow-up task subject is prefixed with URGENT, the deal note highlights risk factors, and the call summary frames the conversation around warning signals. No separate routing node — the behavior change is reasoning-layer conditioning.
What Pipedrive custom fields does this write?+
Five custom deal fields with the fw_ prefix: fw_dhs (Deal Health Score), fw_key_commitments (extracted commitments), fw_objections_raised (objections with severity), fw_last_call_summary (Scribe-generated summary), and fw_call_analyzed_at (ISO 8601 timestamp). The README includes step-by-step creation instructions.
Does this product use web_search?+
No. The Post-Call Deal Updater processes transcript text only — no web searches, no external data lookups. This makes it the cheapest product in the ForgeWorkflows lineup at $0.085 per call.
What triggers the workflow?+
A webhook POST with two required fields: deal_id (Pipedrive deal ID) and transcript (call transcript text, minimum 50 characters). Optional fields: call_duration_minutes, participants, and call_date. Connect your call recording platform to the webhook URL after activation.
What credentials are required?+
Two credentials: Anthropic API key (used by all 3 agents) and Pipedrive API token (for deal field updates and activity creation). Pipedrive Professional plan or higher required for custom deal fields.
How consistent is the DHS scoring?+
ITP consistency test: the same transcript scored [9, 9, 9] across 3 consecutive runs. Variance = 0. The Analyst uses Tier 1 Reasoning for maximum scoring reliability.
What does this blueprint NOT do?+
It does not transcribe calls — you provide the transcript text. It does not access external data sources — all intelligence comes from the transcript. It does not route deals automatically — output is Pipedrive field updates and a follow-up activity, not pipeline stage changes.
How much does each call analysis cost?+
Approximately $0.085 per call. No web_search costs. At 200 calls per month, total API cost is approximately $17. All costs are ITP-measured across 20 test transcripts.
What's the refund policy?+
14-day refund window from purchase date. You must demonstrate attempted deployment and identify a specific failure not covered by the documentation. Full terms at forgeworkflows.com/legal.
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