SUMMARIZATION
Per-Account Call Sentiment Trendline in Airtable
Weekly, transcribes recorded customer calls, attributes each to its account, and logs a timestamped sentiment score per account in Airtable so success teams can chart each…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionFetch Zoom recordings, participants, transcriptsZoom
- ActionSummarize and score each callOpenAI
- LogicMatch call to account by email domain
- OutputLog dated sentiment row per account in AirtableAirtable
What it does
Builds a longitudinal sentiment record per customer. Rather than one team-wide number, it tracks whether each individual account is trending up or down across its calls.
When to use it
When you do quarterly business reviews or renewal forecasting and need evidence of how a specific account has felt over months, not a single snapshot.
How it works
- 1A weekly schedule starts the run.
- 2The Zoom step retrieves the week's recordings with participant metadata and transcripts.
- 3An OpenAI step summarizes each call and produces a sentiment score plus the dominant theme.
- 4A logic step matches each call to an account record using participant email domains.
- 5The Airtable step writes one row per call: account, date, score, theme, and summary, into a table that powers a per-account trend chart.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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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