SUMMARIZATION
Weekly Call-Theme Brief to Slack Leadership Channel
Summarizes the week's customer calls into the top five recurring themes with trend deltas versus last week and posts a tight executive brief to a Slack channel.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires Monday 8am
- ActionPull last 7 days of transcriptsGoogle Drive
- ActionRank top five themes with countsOpenAI
- LogicCompute week-over-week deltas from stored countsPostgres
- OutputPost executive brief to Slack channelSlack
- ActionStore this week's counts for next runPostgres
What it does
Produces a punchy weekly leadership brief from customer-call transcripts. It identifies the five most-discussed themes, compares each against the prior week's counts to show whether a topic is rising or fading, and posts the result as a formatted Slack message leadership can read in under a minute.
When to use it
Use it when execs want the pulse of customer conversations in Slack without opening a doc. Best for fast-moving teams that already live in Slack and care about trend direction ("churn-risk mentions doubled") more than exhaustive detail.
How it works
- 1A weekly schedule triggers Monday morning.
- 2Google Drive returns the last 7 days of transcripts.
- 3OpenAI ranks the top five themes with frequency counts and a representative quote each.
- 4A logic step reads last week's stored counts and computes the week-over-week delta per theme.
- 5The brief is formatted with up/down arrows and posted to the leadership Slack channel.
- 6This week's counts are written to a Postgres table so next week's run can compute deltas.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.