SUMMARIZATION
Build a shareable objection summary in Coda from any uploaded call recording
When a sales rep submits a call recording link, transcribes it, extracts the objections and how the rep handled each.
How it runs
The automated pipeline, trigger to output.
- TriggerRep submits recording link via webhookHTTP webhook
- ActionRetrieve transcript from ZoomZoom
- ActionExtract objections and rep handlingOpenAI
- LogicFind or create the account deal roomCoda
- OutputAdd objection summary card to deal roomCoda
What it does
This workflow lets a rep drop a Zoom recording link into a form and get back a polished, shareable objection summary for the deal room. For each objection it captures the buyer's concern, the rep's response, and whether the objection was resolved or left open — giving deal teams a coaching-ready artifact.
When to use it
Use it for ad-hoc calls that did not auto-trigger (external meetings, re-recorded sessions) or when you want a rep-initiated, account-facing summary rather than a raw CRM note. Good for deal teams that run their account workspace in Coda.
How it works
- 1A webhook fires when a rep submits the recording link and account name via a form.
- 2The workflow retrieves the recording's transcript from Zoom.
- 3OpenAI extracts each objection along with the rep's handling and a resolved/open status.
- 4The workflow finds or creates the account's deal-room page in Coda.
- 5A formatted summary card — objections, responses, open items — is added to that deal room for the team to review.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ZoomMeetings, recordings, transcripts.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect CodaDocs, packs, automations.
- 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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