SALES
Call Sentiment Scoring with Deal-Risk Routing
Analyzes each recorded sales call for buying signals and risk language, updates a deal health score in HubSpot, and escalates at-risk deals to the sales manager.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch transcriptZoom
- ActionScore sentiment and riskOpenAI
- LogicBranch on at-risk threshold
- ActionUpdate HubSpot deal health scoreHubSpot
- OutputEscalate at-risk deals to managerSlack
What it does
Scores the temperature of every sales call. An LLM reads the transcript for positive buying signals and risk language (price objections, stalling, competitor mentions), computes a deal-health score, writes it to HubSpot, and flags deals trending the wrong way.
When to use it
Use it when managers can't tell which deals in the pipeline are actually slipping until it's too late. This surfaces risk from the words on the call rather than from the rep's optimistic notes.
How it works
- 1A Zoom recording-completed event starts the flow.
- 2The transcript is fetched from Zoom.
- 3An OpenAI step returns a 0-100 deal-health score plus the signals and risks it found.
- 4A logic branch checks whether the score dropped below the at-risk threshold.
- 5Either path updates the matching HubSpot deal's health-score property and logs the call notes.
- 6If the deal is at risk, it escalates a summary to the sales manager's channel for intervention.
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 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.
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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.