SALES
Call Recording to Next-Step Task in Asana
Parses a finished sales call recording for committed next steps and owners, then creates dated follow-up tasks in Asana assigned to the right rep.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Zoom recordingZoom
- ActionRetrieve transcriptZoom
- ActionExtract next-step commitmentsOpenAI
- LogicKeep only actionable items
- ActionCreate Asana follow-up tasksAsana
- OutputSend task summary to repSlack
What it does
Reads what was actually promised on a sales call and turns it into accountable work. The LLM finds every commitment — send pricing, loop in legal, schedule a technical review — along with who owns it and by when, then files each as an Asana task.
When to use it
Use it when next steps agreed on calls get lost between the conversation and the CRM, and follow-ups slip. It guarantees each commitment becomes a tracked task with an owner and due date.
How it works
- 1A new Zoom call recording triggers the flow.
- 2The transcript is retrieved from Zoom.
- 3An OpenAI step extracts a list of next-step actions, each with owner and due date.
- 4A logic step filters out vague or non-actionable items, keeping only concrete commitments.
- 5For each commitment, it creates an Asana task in the account's follow-up project with the parsed due date.
- 6It posts the created task list to the rep so nothing falls through.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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.