SUMMARIZATION
Alert sales leaders in Teams when a new or rising objection pattern appears
After each Zoom call is analyzed, compares the objection types against recent history and pings a Microsoft Teams channel when a new objection or a sharp rise in an existing one…
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionExtract objection types from transcriptOpenAI
- ActionPull trailing objection baselinePostgres
- LogicDetect new or rising objection patterns
- OutputPost pattern alert to Teams channelMicrosoft Teams
What it does
Gives sales leadership an early-warning system for shifting buyer pushback. As each call's objections are logged, the workflow compares them to the trailing baseline and flags when an objection type is brand new or spiking in frequency. When it detects a meaningful shift, it posts a concise alert to a Microsoft Teams channel with the objection, example quotes, and the affected deals.
When to use it
Use this when market conditions, pricing changes, or a new competitor can suddenly change what prospects object to, and you want to know within days rather than at the next QBR. Best for revenue leaders who steer messaging.
How it works
- 1A Zoom recording-completed event triggers the run for a finished call.
- 2The workflow fetches the transcript and extracts the call's objection types via AI.
- 3It queries recent objection counts from the Postgres history store to establish a baseline.
- 4A logic step decides whether anything is new or rising past the alert threshold.
- 5When a pattern crosses the threshold, an alert with quotes and context posts to Teams; otherwise the run records the data and exits quietly.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect Microsoft TeamsChannels, chats, files.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.