SUMMARIZATION
Zoom Sales Call Brief with Risk-Based Outlook Escalation
Summarize a finished Zoom sales call, score deal risk and sentiment, and route the brief to the host's Outlook normally or escalate to a manager when the call signals a stalled…
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording.completed webhook firesZoom
- ActionSummarize call and score risk and sentimentOpenAI
- LogicBranch on risk score versus threshold
- OutputSend standard brief to rep's OutlookOutlook
- OutputEscalate at-risk brief to manager's OutlookOutlook
What it does
Reads the room on a sales call. After summarizing the transcript, it scores deal sentiment and flags risk signals like pricing pushback, competitor mentions, or stalled next steps. Healthy calls send a standard brief to the rep's Outlook; at-risk calls escalate the same brief to the sales manager so problems surface before the deal goes quiet.
When to use it
Use it on a sales team where managers want early warning on slipping deals without sitting in every call. Pick this over a plain summary when the decision of who needs to read the brief depends on what was actually said.
How it works
- 1A Zoom `recording.completed` webhook delivers the call transcript.
- 2OpenAI summarizes the call and returns a sentiment score plus a list of risk flags.
- 3A branch checks the score and flags against a risk threshold.
- 4Below threshold, the brief goes to the rep's Outlook as a normal recap.
- 5At or above threshold, Outlook sends the brief to the manager with an at-risk subject prefix and the triggering flags called out at the top.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 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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