AI & RAG

Index Won/Lost Call Transcripts into a Searchable Objection Playbook

Watches a Dropbox folder for new sales-call transcripts, splits each into objection/response pairs, embeds them, and writes a searchable.

CategoryAI & RAG
Enginesim
Difficultyintermediate
Triggerevent
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew transcript added to Dropbox folderDropboxDropbox
  • ActionDownload and read transcript textDropboxDropbox
  • ActionExtract objection/response pairs + outcome with OpenAIOpenAI
  • ActionGenerate embeddings for each snippetOpenAI
  • LogicDrop low-quality fragments below length threshold
  • OutputUpsert indexed snippets into Notion playbook DBNotionNotion

What it does

This is the ingestion half of an objection-handling RAG system. Every time a new call transcript lands in Dropbox, it extracts the moments where a prospect raised an objection and the rep responded, tags each pair with the deal outcome (won or lost), generates embeddings, and stores the indexed snippets in a Notion database. The result is a clean, queryable corpus that downstream retrieval workflows draw from.

When to use it

Run this once to stand up the knowledge base, then leave it on. Use it when your team records calls (Gong, Zoom, Fireflies) and exports transcripts to Dropbox, and you want every conversation to feed a living playbook instead of dying in a folder.

How it works

  1. 1A new file in the watched Dropbox folder triggers the flow.
  2. 2The transcript text is downloaded and read.
  3. 3OpenAI segments the call into objection -> response pairs and labels the deal outcome and topic.
  4. 4Each pair is embedded for semantic search.
  5. 5A filter drops fragments shorter than a usable threshold so noise never enters the index.
  6. 6The clean, embedded snippets are upserted into the Notion playbook database, one row per objection with a link back to the source transcript.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect DropboxFiles and folders.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect NotionPages, databases, comments.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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