CRM
Zoom call recordings transcribed and routed to deal review when a loss is detected
Triggers on a completed Zoom recording, transcribes it with ElevenLabs, scans the transcript for loss or churn signals.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionTranscribe recording with ElevenLabsElevenLabs
- ActionAppend transcript note to deal recordHubSpot
- LogicScan transcript for loss or churn signals
- OutputEscalate lost-deal review to SlackSlack
What it does
When a Zoom call recording finishes processing, this workflow transcribes it with ElevenLabs and scans the text for risk language such as competitor mentions, budget cuts, or stalling. Routine calls just get a transcript note on the deal record. Calls that trip a loss signal get escalated as a review request to a Slack channel so a manager can intervene before the deal slips.
When to use it
Use it when you want every recorded call captured in the CRM but only want human attention on the at-risk ones. Ideal for sales orgs that record on Zoom and want early-warning routing on deals heading sideways.
How it works
- 1A completed Zoom recording event triggers the run.
- 2The recording audio is transcribed by ElevenLabs.
- 3The transcript is appended to the matching deal record as a note.
- 4A logic step scans for loss and churn signals.
- 5If a signal is found, a lost-deal review with the relevant excerpt is escalated to the Slack channel; otherwise the run ends after logging.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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