SUMMARIZATION
CAB Themes to Airtable Tracker with Severity Escalation Alerts
Logs every CAB Zoom recording's product themes as rows in an Airtable tracker with severity and segment fields.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completed for CAB meetingZoom
- ActionExtract themes with severity, segment, account fieldsOpenAI
- ActionAppend themes as rows in Airtable CAB trackerAirtable
- LogicEvaluate severity against churn-risk threshold
- OutputEscalate critical themes to leadership SlackSlack
What it does
This workflow treats CAB feedback as a tracked dataset. From each Zoom recording it extracts product themes with a severity score and customer segment, appends them as rows in an Airtable tracker that accumulates across all calls, and if any theme scores as a critical churn risk, it immediately alerts product leadership rather than waiting for the next review.
When to use it
Use it when you want a queryable, longitudinal record of CAB feedback and can't afford to miss a high-severity signal — for example a strategic account voicing a deal-threatening gap. The Airtable base becomes the system of record; the alert is the safety net.
How it works
- 1A Zoom recording-completed event triggers the workflow.
- 2The transcript is fetched and an LLM extracts themes with severity, segment, and affected-account fields.
- 3Each theme is appended as a structured row in the Airtable CAB tracker.
- 4A logic step evaluates severity against a critical churn-risk threshold.
- 5If any theme crosses the threshold, an escalation alert with the account and quote is posted to the product leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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