SUMMARIZATION
Weekly Customer-Call Digest to Notion with Sentiment Trendline
Every Friday, transcribes the week's recorded Zoom customer calls, scores each for sentiment.
How it runs
The automated pipeline, trigger to output.
- TriggerFriday 4pm weekly schedule
- ActionFetch last 7 days of Zoom recordings + transcriptsZoom
- ActionSummarize and score sentiment per callOpenAI
- ActionAppend weekly average to sentiment historyPostgres
- OutputPublish digest page with trendline to NotionNotion
What it does
Turns a week of recorded customer calls into one readable Notion page: each call gets a tight summary, key topics, and a sentiment score, plus a trendline showing how customer sentiment moved week over week.
When to use it
When your team runs many customer or success calls on Zoom and nobody has time to rewatch recordings. Good for CS leads and founders who want a Friday pulse-check without sitting through hours of video.
How it works
- 1A Friday-afternoon schedule fires the workflow.
- 2The Zoom step pulls all cloud recordings from the past 7 days and their transcripts.
- 3An OpenAI step summarizes each call, extracts topics, and assigns a -1 to +1 sentiment score.
- 4A Postgres step appends this week's average score so the trendline has history to draw from.
- 5The Notion step creates a dated digest page: a sentiment sparkline up top, then one collapsible block per call with summary and score.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect NotionPages, databases, comments.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.