SUMMARIZATION
Post a weekly best-objection-handling digest to Slack from the coaching library
On a weekly schedule, pulls the highest-scored objection clips logged in the coaching library, summarizes why each handling worked.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionQuery top-scored clips from the last 7 daysCoda
- LogicKeep only clips above the quality threshold
- ActionWrite a coaching takeaway per clipOpenAI
- OutputPost best-handling digest to SlackSlack
What it does
Closes the loop on the coaching library by spotlighting the week's best objection handling. On a set schedule it queries the library for the top-rated clips, has AI write a one-line takeaway for each (what the rep did that worked), and posts a tidy digest to a Slack channel with deep links to each clip.
When to use it
Use this once you already have an objection library accumulating rows and want passive, recurring coaching that reaches every rep, not just the ones in 1:1s. Replaces the manual "call of the week" Slack post.
How it works
- 1A weekly schedule kicks off the run (e.g., Friday afternoon).
- 2The workflow queries the Coda coaching library for clips logged in the last seven days, ranked by score.
- 3A logic step keeps only the top handful above a quality threshold.
- 4An AI pass writes a short, specific takeaway for each selected clip.
- 5The digest posts to the sales Slack channel with rep names, objection types, and clip links.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.