CRM
Discover unlogged stakeholders from Zoom transcripts
Reads each Zoom call transcript with an LLM to extract names and roles of people mentioned but not in Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch call transcriptZoom
- ActionExtract mentioned stakeholdersOpenAI
- LogicDiff against existing contacts
- ActionCreate new contacts on opportunitySalesforce
- OutputNudge rep if still under-threadedSlack
What it does
Attendee lists only show who joined the call, not who matters. This workflow uses an LLM to read the Zoom transcript and pull out referenced people ("I'll need to loop in our CFO", "my manager owns this budget") who aren't yet contacts on the Salesforce opportunity, then creates them and assesses threading.
When to use it
Use it when reps verbally surface other stakeholders on calls but never enter them in the CRM, leaving deals that look single-threaded on paper even when a path to multi-thread already exists.
How it works
- 1A Zoom recording-completed event triggers with the transcript reference.
- 2The flow fetches the transcript text from Zoom.
- 3An OpenAI step extracts mentioned people, their titles, and intent to involve them.
- 4It compares extracted people against existing Salesforce contact roles on the matched deal.
- 5New stakeholders are created as contacts and linked to the opportunity.
- 6If the deal still has fewer than two customer contacts, a Slack nudge asks the rep to set up an intro.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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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