SALES
Load every scored call into a warehouse table for deal-risk trend analysis
After each scored sales call, appends a normalized row (deal, rep, stage, risk score, sentiment.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch call transcriptZoom
- ActionExtract structured risk recordOpenAI
- ActionEnrich with deal + stage + ownerHubSpot
- OutputUpsert row into warehouse tablePostgres
What it does
Builds the analytics backbone for your call-scoring program. Every scored call becomes a clean, queryable row, so you can track how risk moves across a deal's life, compare reps, and correlate risk drivers with eventual win rates.
When to use it
Use this when leadership wants to move past per-call alerts to cohort and trend analysis: which risk drivers predict losses, how scores change between discovery and close, and which reps de-risk deals fastest. Pairs with any call-scoring workflow.
How it works
- 1Zoom fires a recording-completed event.
- 2The transcript is fetched from Zoom.
- 3OpenAI returns a structured risk record: score, sentiment, top driver, objections, and committed next steps.
- 4HubSpot enriches the row with deal id, stage, value, owner, and close date.
- 5The flow upserts a normalized row into the Postgres warehouse table keyed by call id, so re-runs never duplicate. The resulting table feeds your BI dashboards directly.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect PostgresAny Postgres URL — query, write, migrate.
- 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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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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