MARKET RESEARCH
Zoom Interview Batch: Extract Jobs-to-be-Done Themes
When a batch of user-research Zoom recordings finishes processing, transcribes each call, clusters recurring jobs-to-be-done themes across the whole batch.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom batch recording completedZoom
- ActionFetch transcripts for each recordingZoom
- ActionExtract JTBD statements per callOpenAI
- ActionCluster statements into themes across batchOpenAI
- LogicDrop single-mention themes as noise
- OutputWrite ranked theme summary to NotionNotion
What it does
Turns a week's worth of raw Zoom user-research calls into a single ranked list of recurring jobs-to-be-done (JTBD) themes, so you stop re-listening to recordings to remember what people actually wanted.
When to use it
Run this after a discovery sprint where you've recorded 5-20 interviews. Ideal for PMs and researchers who need a defensible synthesis instead of cherry-picked quotes.
How it works
- 1A Zoom cloud-recording-completed event fires once the batch's recordings are ready.
- 2The flow pulls each recording's transcript via the Zoom API.
- 3An OpenAI step extracts candidate JTBD statements per transcript in a consistent "When I [situation], I want to [motivation], so I can [outcome]" shape.
- 4A second OpenAI pass clusters statements across all calls into deduplicated themes and counts how many interviews mention each.
- 5A logic step drops themes mentioned in only one call as noise.
- 6The ranked themes, with frequency and confidence, are written to a Notion research database page for the sprint.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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.
More Market Research workflows
Enrich Inbound Accounts with BigQuery Firmographics and Score Fit
When a new account row lands in Airtable, joins it against BigQuery public business datasets to attach firmographic attributes.
Blend BigQuery TAM with Live Competitor Signals into a Notion Brief
On demand, sizes a chosen segment from BigQuery public data, gathers current competitor signals via Brave Search, and synthesizes a one-page market brief into Notion.
Allocate Sales Territory TAM from BigQuery Geo Data to HubSpot
When triggered by a webhook, queries BigQuery public ZIP-level business data to compute TAM per sales territory.
Hiring Surge Detector with Slack Alert
Detects when a target account's open-role count jumps above its recent baseline and posts a ranked Slack alert to the GTM channel so reps can act on a company that is clearly…
Tech-Stack Shift Inference from Job Descriptions
Reads new job descriptions for target accounts, uses an LLM to extract named technologies and infer stack changes.
Weekly Hiring-Intel Briefing for GTM
An agent reviews the week's accumulated hiring signals across all target accounts, writes a narrative briefing that infers each account's likely initiatives.
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.
