SUMMARIZATION
Weekly Multi-CAB Theme Rollup with Cross-Call Trend Digest
On a weekly schedule, gathers all CAB Zoom recordings from the past week, merges them into one ranked theme digest showing recurring vs. one-off feedback.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule (Monday morning)
- ActionList and fetch all CAB recordings from past weekZoom
- ActionSummarize each call then merge and dedupe themesOpenAI
- LogicRank by recurrence; flag 3+ call mentions as trends
- ActionWrite ranked trend digest to NotionNotion
- OutputPost top-themes digest to product Slack channelSlack
What it does
This workflow aggregates a week's worth of customer advisory board calls instead of one. It collects every CAB recording from the past seven days, summarizes each, then performs a cross-call rollup that surfaces which product themes recurred across multiple sessions versus one-off mentions, ranks them by frequency and severity, and ships a single trend digest.
When to use it
Use it when you run several CAB or customer interview calls per week and leadership wants one signal-dense digest rather than scattered per-call notes. Ideal for product leads preparing Monday prioritization reviews.
How it works
- 1A weekly schedule triggers the workflow each Monday morning.
- 2The workflow lists all CAB-tagged Zoom recordings from the prior week and fetches each transcript.
- 3An LLM summarizes each call into themes, then a second pass merges them, deduplicating and counting how many distinct calls mentioned each theme.
- 4A logic step ranks themes by recurrence and severity, flagging anything mentioned in three or more calls as a trend.
- 5The ranked digest is written to a Notion weekly-trends page.
- 6A summary with the top themes is posted to the product Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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.
Run this workflow in your colony.
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