SUMMARIZATION
Per-Rep Objection Handling Scorecard from Zoom Calls
On a weekly schedule, reviews all recorded Zoom calls per rep, scores how each rep handled the top objection categories.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionList and fetch each rep's Zoom transcriptsZoom
- LogicGroup transcripts by rep
- ActionScore objection handling on rubric with OpenAIOpenAI
- OutputWrite per-rep scorecard to NotionNotion
What it does
Builds a per-rep objection-handling scorecard by reviewing the week's Zoom calls for each rep. It rates handling of common objection categories (price, timing, authority, competitor) and produces a focused development note per person.
When to use it
Use this when you run formal 1:1 coaching and want consistent, evidence-based scores instead of subjective impressions. It gives every rep a comparable rubric and a single prioritized next skill to practice.
How it works
- 1A weekly schedule starts the run.
- 2The flow lists each rep's Zoom recordings from the past week and fetches their transcripts.
- 3A logic step groups transcripts by rep so each scorecard is built from that rep's calls only.
- 4OpenAI scores each objection category on a defined rubric, citing example moments, and names the single highest-leverage skill to drill.
- 5An individual scorecard is created as a Notion page in each rep's coaching folder.
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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