CRM
Weekly buying-committee coverage report from Zoom history
On a schedule, aggregates the last 90 days of Zoom call attendees per open Salesforce opportunity, computes a stakeholder-coverage score.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery open opportunities past stageSalesforce
- ActionGather 90-day Zoom participants per dealZoom
- ActionStore coverage scoresPostgres
- LogicRank deals below coverage threshold
- OutputPost risk report to leadershipSlack
What it does
This is a leadership-facing rollup. It walks every open opportunity in Salesforce, gathers all Zoom call participants tied to each deal over the past quarter, and scores how many distinct customer-side stakeholders each deal has touched. Deals with thin coverage are ranked and reported.
When to use it
Run it weekly when sales managers need a forecast-quality view of which late-stage deals are dangerously dependent on a single contact, so they can coach reps to broaden relationships before close.
How it works
- 1A weekly schedule starts the run.
- 2The flow queries open opportunities past a chosen stage from Salesforce.
- 3For each deal it retrieves Zoom recordings and participant lists from the last 90 days.
- 4It computes a coverage score from distinct customer-side attendees and stores results in Postgres.
- 5A branch ranks opportunities below the coverage threshold by deal value.
- 6The ranked single-threaded-risk report is posted to the leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.