SUMMARIZATION
Weekly voice-of-customer theme brief from discovery calls
Every Friday, pulls the week's Zoom discovery-call transcripts, clusters them into recurring customer themes.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Friday schedule fires
- ActionFetch week's Zoom recordings + transcriptsZoom
- ActionExtract pains, requests, objections per callOpenAI
- LogicCluster signals into named themes, count calls
- LogicRank themes by frequency, drop singletons
- OutputPublish ranked VoC brief to NotionNotion
What it does
Turns a week of raw discovery-call transcripts into one digestible theme brief your product team can read in five minutes. It collects every Zoom recording from the past seven days, extracts pains, requests, and objections, then groups them into named themes ranked by how many distinct calls mentioned each one. The output is a clean Notion page: top themes, representative quotes, and a frequency count per theme.
When to use it
Run this when discovery calls happen faster than anyone can synthesize them, and product decisions are being made on the loudest anecdote rather than the actual pattern. It is built for PMs and founders who want a recurring, evidence-backed pulse instead of a one-off readout.
How it works
- 1A Friday-afternoon schedule fires the workflow.
- 2It fetches the week's Zoom cloud recordings and their transcripts.
- 3OpenAI extracts structured signals (pain, request, objection, quote) from each transcript.
- 4A clustering step merges similar signals into named themes and counts distinct calls per theme.
- 5It ranks themes by call frequency and drops singletons below threshold.
- 6The ranked brief, with quotes and counts, is written to a Notion product page.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 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 this workflow in your colony.
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