🦙 Call Transcript to Scope - n8n Workflow
Turn any call into a ready-to-quote project scope in minutes.
 Stop losing hours to note-taking and messy meeting recaps—let this automation extract clear requirements, risks, and next steps instantly.
Benefits
Automate Tedious Scoping
 No more scrambling through transcripts or rewatching Zoom recordings. This automation runs deep analysis to identify exactly what needs to be built—so every meeting leaves you with clarity, not confusion.
- Eliminates manual note-taking and formatting
- Produces structured, sharable scopes
Win Clients with Speed & Precision
 Impress clients by sending an executive summary within minutes—capturing objectives, requirements, and deliverables in a format ready to quote or delegate.
- Beat competitors to the follow-up
- Minimize scope ambiguity and rework
Save Time, Reduce Risk
 Extracts essential details like constraints, risks, and open questions you might otherwise miss. More accurate project plans, less back-and-forth.
- Surface unknowns and client pain points early
- Spot risks and challenges automatically
Customizable & Up-to-Date
 Include project context and even real-time web research via Tavily to enrich recommendations. Tailor summaries to any workflow or tool.
- Plug in your company/project background
- Web search for modern best practices
Ready for Slack, Notion, or Email
 Get a markdown export you can send anywhere. Keep everything organized—no more messy files or screenshots.
- Perfectly formatted for team sharing
- No tech skills needed
How It Works
 1. Paste Your Transcript
 Add your full client or team call transcript into the provided input field—keep it sequential for best results.
2. Add Context (Optional)
 Fill in your company description or project background. Optionally, provide a Tavily API key if you want web-based research.
3. Run the Workflow
 Start the workflow manually or trigger it automatically via a chat message.
4. AI Analysis Unleashed
 The automation parses your transcript, pinpointing the MVP/POC scope, extracting client requirements, risks, modules, and more.
5. Get Instant Summaries
 Receive a structured JSON analysis and a beautifully formatted markdown summary—ready to share or quote.
Ideal For
- Freelancers & Agencies: Quickly turn discovery calls into detailed project scopes clients love.
- Founders & Product Managers: Document discussions, clarify build priorities, and prevent scope creep—automatically.
- Consultants & Solution Architects: Deliver impressive, organized recaps after every call—without manual effort.
- Sales & Account Managers: Move prospects forward with instant, clear proposals and next steps.
Features
- End-to-end transcript analysis
- Automatic technical scope extraction
- Client requirements & risks surfaced
- Web search tool integration (Tavily)
- Markdown & JSON output for sharing
- No-code n8n workflow (fully editable)