CHATBOTS
Daily Voice-Report Rollup Digest
On a schedule, pulls the day's transcribed field reports from Airtable, summarizes themes and flags recurring issues with AI, and posts a digest to Slack for the morning standup.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionFetch last 24h of field reportsAirtable
- LogicAny reports today?
- ActionSummarize themes and recurring issuesOpenAI
- OutputPost digest to operations channelSlack
What it does
Instead of managers scrubbing dozens of individual voice reports, this workflow runs on a schedule, gathers all field reports logged that day in Airtable, and uses AI to roll them up into a digest — top themes, recurring issues across sites, and anything marked high severity. The digest is posted to a Slack channel ahead of standup.
When to use it
Use this as the reporting layer on top of any voice-note intake that already files entries to Airtable. Ideal for operations leads who need a daily pulse on field activity without reading every entry. Pairs naturally with the Airtable intake template.
How it works
- 1A daily schedule triggers the run at a set time.
- 2Airtable returns all field-report rows created in the trailing 24 hours.
- 3A branch checks whether any reports exist; an empty day posts a brief no-activity note.
- 4OpenAI summarizes the reports into themes, recurring cross-site issues, and a high-severity callout list.
- 5The digest is posted to the operations Slack channel for standup.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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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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