SUMMARIZATION
On-demand Loom clip finder over the Coda transcript index
A teammate asks in chat for the demo that covers a topic; this searches the Coda transcript index, has OpenAI pick the best-matching chapter.
How it runs
The automated pipeline, trigger to output.
- TriggerChat request in demo-finder channelSlack
- ActionSearch Coda index for candidate chaptersCoda
- ActionRank best-matching clip with OpenAIOpenAI
- LogicHandle no-match case gracefully
- OutputReply with deep-linked timestamp in SlackSlack
What it does
A teammate types a natural-language request like "where do we show SSO setup?" and the workflow searches the Coda transcript index, lets OpenAI rank which video and chapter best answers it, and replies in chat with the exact deep-linked Loom timestamp.
When to use it
Use this when sales reps and CSMs need the right demo clip mid-conversation and can't wait to scrub a library. It turns your chaptered Coda index into an instant, conversational clip-retrieval assistant.
How it works
- 1A chat message in the demo-finder channel triggers the flow with the requester's question.
- 2A Coda query pulls candidate rows whose transcripts or chapter titles match the query terms.
- 3OpenAI reads the candidate chapters and selects the single best video + timestamp, explaining why in one line.
- 4A logic step handles the no-match case with a graceful "nothing found" reply.
- 5A Slack reply posts the matched chapter title, the one-line reason, and the deep-linked Loom URL back to the requester.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect CodaDocs, packs, automations.
- 3Connect OpenAIModels, embeddings, files.
- 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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