MARKET RESEARCH
Build a Tagged Quote Evidence Library from Zoom Calls
Transcribes a finished Zoom interview, extracts verbatim customer quotes, tags each with theme, sentiment, and persona.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionPull transcript with speaker labelsZoom
- ActionSegment into atomic customer quotesOpenAI
- ActionTag quotes with theme, sentiment, personaOpenAI
- LogicSkip low-relevance quotes
- OutputWrite tagged quotes to Airtable libraryAirtable
What it does
Turns every research call into a searchable library of atomic, tagged quotes. Each quote becomes one Airtable row you can filter by theme, sentiment, or persona, so claims in a deck always trace back to a real customer and timestamp.
When to use it
Use it when stakeholders keep asking "who said that?" and you need evidence on demand. Great for ongoing continuous-discovery programs rather than one-off studies.
How it works
- 1A single Zoom recording-completed event triggers the flow.
- 2The transcript is pulled from Zoom with speaker labels and timestamps.
- 3An OpenAI step segments the transcript into self-contained customer quotes, discarding interviewer talk and filler.
- 4A second OpenAI step tags each quote with a theme, sentiment, and inferred persona.
- 5A logic step skips quotes below a relevance threshold so the library stays signal-rich.
- 6Each surviving quote is written as its own Airtable row with theme, sentiment, persona, timestamp, and a deep link back to the Zoom recording.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.
