SUMMARIZATION
Uploaded Call Recording → Objection Coaching Notes on the Salesforce Opportunity
Watches a Drive folder for new sales-call recordings, transcribes and summarizes the objections, matches the call to its Salesforce Opportunity.
How it runs
The automated pipeline, trigger to output.
- TriggerNew recording in watched Drive folderGoogle Drive
- ActionTranscribe audio with ElevenLabsElevenLabs
- ActionSummarize objections + reframesOpenAI
- LogicMatch to Salesforce Opportunity, skip if noneSalesforce
- OutputWrite coaching note + objection task to OpportunitySalesforce
What it does
Takes any sales call recording dropped into a shared folder, condenses it into the objections raised and how the rep handled them, then files that coaching summary directly on the matching Salesforce Opportunity so it lives with the deal — not in a rep's inbox.
When to use it
Use this when calls come from mixed sources (dialers, in-person recorders, phone) and land as files rather than Zoom events, and when you want the coaching record attached to the CRM deal for pipeline reviews.
How it works
- 1**Trigger** — a new audio/video file appears in the watched Google Drive folder.
- 2**Action** — transcribe the recording with ElevenLabs speech-to-text.
- 3**Action** — summarize objections, rep responses, and suggested reframes with an LLM.
- 4**Logic** — match the call to an open Salesforce Opportunity by account name or rep + date; skip if no confident match.
- 5**Output** — post the coaching summary as an Opportunity note and create a follow-up objection task on the deal.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SalesforceAccounts, opportunities, cases.
- 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.
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