SALES
Turn a finished Zoom discovery call into a Loom recap automatically
When a Zoom call recording transcript is ready, Hive summarizes it, narrates the summary, generates a Loom recap video, and emails it to the matched Salesforce contact.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom transcript readyZoom
- ActionMatch participants to Salesforce contactSalesforce
- ActionSummarize transcriptOpenAI
- ActionNarrate recap audioElevenLabs
- ActionGenerate Loom recap videoLoom
- OutputEmail Loom link and update CRMGmail
What it does
This workflow starts from the call itself rather than a CRM stage change. As soon as Zoom finishes transcribing a discovery call, Hive distills the transcript into a recap, produces a Loom video, and sends it to the right prospect, closing the loop without anyone touching the CRM.
When to use it
Ideal for teams whose source of truth is the call recording, not a manually updated opportunity stage, and who want recaps to fire even when reps forget to update Salesforce.
How it works
- 1A Zoom recording-completed event with a ready transcript triggers the run.
- 2Hive matches the meeting participants to a Salesforce contact and opportunity.
- 3An LLM summarizes the transcript into key decisions, objections, and next steps.
- 4ElevenLabs narrates the recap in a consistent brand voice.
- 5Loom renders the narrated recap into a shareable video.
- 6Gmail emails the prospect the Loom link and writes the summary back to Salesforce.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect ElevenLabsText-to-speech, voice cloning.
- 5Connect LoomVideo transcripts, libraries.
- 6Connect GmailRead, draft, send, label.
- 7Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 8Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 9Test, 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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