SUMMARIZATION
Customer Advisory Board Recording to PM-Routed Product Themes Brief
Turns a finished Zoom customer-advisory-board recording into a structured product-themes brief in Notion, then opens one Linear issue per theme assigned to the owning PM.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completed for CAB meetingZoom
- ActionFetch transcript and meeting metadataZoom
- ActionCluster discussion into product themes with quotesOpenAI
- LogicMap each theme to owning PM via product-area lookup
- ActionPublish structured brief to Notion CAB databaseNotion
- OutputOpen one Linear issue per theme assigned to PMLinear
What it does
After a customer advisory board (CAB) call ends, this workflow pulls the Zoom cloud recording transcript, distills the conversation into named product themes (each with verbatim customer quotes, affected segment, and frequency), publishes a clean brief in Notion, and files one Linear issue per theme routed to the right PM.
When to use it
Run it after every CAB session when raw transcripts pile up and the synthesis-to-action handoff stalls. It replaces the manual evening of re-watching the recording and copy-pasting notes into tickets nobody owns.
How it works
- 1Zoom fires a recording-completed event for the CAB meeting.
- 2The workflow fetches the transcript and meeting metadata from Zoom.
- 3An LLM clusters the discussion into discrete product themes with supporting quotes and an urgency score.
- 4A logic step maps each theme to a PM owner via a product-area lookup table.
- 5The structured brief is written to a Notion page in the CAB database.
- 6One Linear issue per theme is created and assigned to the mapped PM, linked back to the Notion brief.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Connect LinearIssues, projects, cycles, triage.
- 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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