SUMMARIZATION
Weekly Customer-Call Theme Rollup to Notion Digest
Every Friday, pulls the week's call transcripts from Google Drive, clusters them into recurring themes with an LLM, and publishes a ranked product-insights digest to Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires Friday 3pm
- ActionList week's transcripts in Drive folderGoogle Drive
- ActionRead transcript text and metadataGoogle Drive
- ActionCluster calls into named themes with countsOpenAI
- LogicDrop single-mention themes as noise
- OutputPublish ranked digest to Notion databaseNotion
What it does
Turns a week of raw sales- and success-call transcripts into a single, skimmable product-insights digest. It reads every transcript saved to a Drive folder during the week, extracts the topics customers actually raised, groups them into themes (pricing pushback, missing integrations, onboarding friction, etc.), counts how often each theme appeared, and writes a ranked summary page to Notion.
When to use it
Run it when your team records customer calls (Gong, Fireflies, Zoom) and the transcripts land in a shared Drive folder, but nobody has time to read 30 of them. Ideal for PMs and founders who want a Monday-ready read on what customers are asking for, without manual tagging.
How it works
- 1A weekly schedule fires Friday afternoon.
- 2Google Drive lists every transcript modified in the last 7 days from the calls folder.
- 3Each transcript's text is read and concatenated with call metadata.
- 4OpenAI clusters the corpus into named themes with example quotes and a frequency count.
- 5A logic step drops themes mentioned in only one call as noise.
- 6The ranked digest is published as a new dated Notion page under the Product Insights database.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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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