PROJECT MANAGEMENT
Sprint-Retro Recap to Slack with Owner DMs
After a Zoom retro, posts a themed recap to the team Slack channel and direct-messages each owner the specific action items they committed to during the call.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom retro recording completedZoom
- ActionFetch recording transcriptZoom
- ActionSummarize into themes and per-owner itemsOpenAI
- LogicResolve owner names to Slack users
- ActionPost themed recap to team channelSlack
- OutputDM each owner their personal action itemsSlack
What it does
This workflow listens for a completed Zoom retro, summarizes the call into themed sections, and publishes a clean recap to your team's Slack channel. It then resolves each action-item owner to their Slack handle and sends them a personal DM listing only the items they own, so nobody has to scan the full board to find their own commitments.
When to use it
Use it when retro follow-through is the problem, not capture. The channel recap keeps the whole squad aligned, and the targeted DMs make each person's commitments unmissable the moment the meeting wraps.
How it works
- 1A Zoom recording-completed event fires for the retro session.
- 2The transcript is retrieved from Zoom.
- 3OpenAI produces a themed recap and a per-owner list of action items with due hints.
- 4A logic step matches each spoken owner name to a Slack user.
- 5The themed recap is posted to the team retro channel.
- 6Each owner receives a Slack DM containing only their own action items and the theme they came from.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 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.
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