AI & RAG
Weekly Lost-Deal Objection Gap Report
Each week it mines newly closed-lost transcripts in Dropbox for objections that had weak or missing rebuttals, clusters the recurring gaps.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionPull recent closed-lost transcripts from DropboxDropbox
- ActionExtract decisive objections with OpenAIOpenAI
- ActionMatch against won-deal corpus in NotionNotion
- LogicKeep unrebutted objections and cluster by theme
- ActionRank clusters by frequency and deal impactOpenAI
- OutputPublish prioritized gap report to NotionNotion
What it does
This workflow analyzes the losing side of the corpus to find where the playbook is thin. On a weekly schedule it pulls recent closed-lost transcripts, isolates the objections that preceded the loss, compares them against the existing won-deal responses, and flags objections that have no strong proven rebuttal. It then clusters these into themes and writes a ranked gap report.
When to use it
Use it when you want your enablement team to close coaching gaps proactively instead of reactively. It answers "which objections are we consistently losing on, and where is our playbook silent?"
How it works
- 1A weekly schedule triggers the run.
- 2Closed-lost transcripts added since the last run are pulled from Dropbox.
- 3OpenAI extracts the decisive objections from each lost call.
- 4Each objection is matched against the Notion won-deal corpus to check whether a strong rebuttal exists.
- 5A logic step keeps only objections with no adequate matching response and clusters them by theme.
- 6OpenAI ranks the clusters by frequency and deal value impact.
- 7The prioritized gap report is published as a new Notion page for the enablement team.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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