SUMMARIZATION
On-Demand Manager Digest from the Latest All-Hands
On a manual run, pull the most recent Zoom all-hands transcript and generate a manager-focused digest highlighting items that need cascading to direct reports.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run (optional meeting ID)
- ActionFind latest all-hands and fetch transcriptZoom
- ActionGenerate manager cascade digestOpenAI
- LogicStrip confidential / leadership-only items
- OutputSend digest to manager in TeamsMicrosoft Teams
What it does
Gives people-managers a focused digest of the latest all-hands that calls out exactly what they need to relay or action with their teams, on demand rather than on a fixed schedule.
When to use it
A manager missed the live all-hands or wants a manager-lens summary before their next 1:1s. They trigger this manually and get a Teams message tuned for cascading, not a raw recap.
How it works
- 1A manual trigger starts the run (optionally accepting a meeting ID; otherwise uses the latest all-hands).
- 2Query Zoom for the most recent all-hands recording and fetch its transcript.
- 3OpenAI generates a manager digest: what to communicate to reports, what may raise concerns, and suggested talking points.
- 4A logic step flags any items marked confidential or leadership-only and strips them from the cascade section.
- 5Deliver the digest as a Microsoft Teams message to the requesting manager.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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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