How Embark Built an AI Early-Warning System for Sales Calls

Scott Graham, Director of Data and Solutions at Embark, a 500-employee finance and accounting consulting firm, discusses his AI-powered executive call elevation automation system. The system processes daily call transcripts from Chorus through Snowflake and N8N, using ChatGPT to identify high-priority calls that need executive attention - filtering from 100+ daily calls down to 4-5 critical ones. These filtered calls are automatically summarized and delivered via Slack each morning to executives, highlighting upset clients or major opportunities. Graham shares insights on AI adoption across Embark, noting unexpected success with sales teams using AI for meeting prep and research. He emphasizes the importance of being specific about pain points, delivering AI solutions where users already work, and iterating quickly on proof-of-concepts. The system has been running for two months and represents a successful blend of rule-based and AI automation that adds pure value without replacing existing human processes.