SUMMARIZATION

CAB Feature Requests to Deduplicated Linear Backlog Entries

Extracts explicit feature requests from a CAB Zoom recording, checks each against existing Linear issues.

CategorySummarization
Enginesim
Difficultyintermediate
Triggerevent
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerZoom recording completed for CAB meetingZoomZoom
  • ActionExtract discrete feature requests from transcriptOpenAI
  • ActionSearch Linear backlog for matching open issueLinearLinear
  • LogicBranch: existing match vs. new request
  • ActionComment customer evidence and bump priority on matchLinearLinear
  • OutputCreate fresh cab-sourced Linear issue for new asksLinearLinear

What it does

This workflow narrows the lens to explicit feature asks. From a CAB Zoom recording it extracts each concrete feature request, searches the Linear backlog for an existing matching issue, and either appends the new customer as evidence on the existing issue or creates a new backlog entry. It prevents duplicate tickets while compounding demand signal on real ones.

When to use it

Use it when your CAB calls generate lots of feature requests and your backlog is already cluttered with near-duplicates. It keeps one canonical issue per ask and tracks which customers requested each.

How it works

  1. 1A Zoom recording-completed event triggers the workflow.
  2. 2The transcript is fetched and an LLM extracts a clean list of discrete feature requests with the requesting customer's context.
  3. 3For each request, the workflow searches Linear for a semantically matching open issue.
  4. 4A logic branch decides: if a match exists, comment on it with the new customer evidence and bump priority; if not, route to creation.
  5. 5New requests become fresh Linear issues tagged 'cab-sourced'.
  6. 6A summary of matched-vs-new outcomes is returned for review.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ZoomMeetings, recordings, transcripts.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect LinearIssues, projects, cycles, triage.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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