SUMMARIZATION
Send a rep private objection-handling feedback email when a deal is lost
When a deal is marked Closed Lost in HubSpot, pulls the call recordings for that deal, analyzes how objections were handled, and emails the rep a private.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal moves to Closed LostHubSpot
- ActionFind and fetch the deal's Zoom call transcriptsZoom
- LogicSkip deals with no recorded calls
- ActionAnalyze objection handling and gapsOpenAI
- OutputEmail the rep private coaching feedbackGmail
What it does
Turns a lost deal into a targeted coaching moment. When HubSpot marks a deal Closed Lost, the workflow finds the Zoom calls tied to that deal, transcribes them, analyzes how the prospect's objections were handled across the conversation, and sends the rep a private email with concrete, kind feedback and the exact timestamps to revisit.
When to use it
Use this when you want loss-driven coaching that's immediate and specific rather than waiting for a quarterly review. Best for teams where reps own their own development and respond well to private, evidence-based notes.
How it works
- 1A HubSpot deal-stage-change event fires when a deal becomes Closed Lost.
- 2The workflow looks up the Zoom recordings associated with that deal and fetches their transcripts.
- 3An AI pass identifies the key objections, how the rep handled each, and where handling fell short.
- 4A logic step skips deals with no recorded calls so reps only get feedback when there's something to review.
- 5A private coaching email goes to the rep with takeaways and timestamped moments.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ZoomMeetings, recordings, transcripts.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 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 this workflow in your colony.
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