SALES
Quality-gate discovery recaps and route weak calls to a human
Scores each closed discovery call's notes for completeness; if rich enough, auto-builds and sends a Loom recap.
How it runs
The automated pipeline, trigger to output.
- TriggerOpportunity reaches Discovery CompleteSalesforce
- ActionScore call-note completenessOpenAI
- LogicBranch on quality threshold
- ActionDM rep to fill gaps (low score)Slack
- ActionNarrate and build Loom recap (high score)Loom
- OutputEmail prospect and post to SlackGmail
What it does
This workflow protects prospect experience by checking that call notes are substantive before a recap video is generated. Strong calls get an automatic Loom recap; thin calls get bounced back to the rep so a low-quality video never reaches a prospect.
When to use it
Use this when recap automation is rolling out across a team with uneven note-taking habits, and you want guardrails so only well-documented calls produce customer-facing videos.
How it works
- 1A Salesforce opportunity reaching 'Discovery Complete' triggers the run.
- 2An LLM scores the call notes for coverage of pain, budget, timeline, and next steps.
- 3A logic branch checks the score against a threshold.
- 4If below threshold, Slack DMs the rep the missing items and the run stops.
- 5If above threshold, ElevenLabs narrates the LLM-drafted script and Loom builds the recap video.
- 6Gmail delivers the Loom link to the prospect and posts the outcome to the team Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
More Sales workflows
Weekly MEDDIC Pipeline Audit from Zoom Calls
On a schedule, scans the week's Zoom discovery calls, scores each against MEDDIC.
Nudge stalled mutual action plan steps from a Trello board
Scans a shared mutual action plan Trello board on a schedule and emails the owner of any step whose due date has passed without movement, then flags it in Slack for the AE.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Self-Serve Spike to CSM Handoff
When a self-serve account's usage crosses an enterprise-grade threshold in the product DB, it flags the account in Airtable, drafts a sales-assist outreach email.
Zoom Discovery-Call MEDDIC Gap Detector
After a Zoom discovery call ends, transcribes it, scores the conversation against the six MEDDIC fields.
MEDDIC Gap Sync to HubSpot Deal Properties
Transcribes a finished Zoom discovery call, extracts MEDDIC details, and writes structured values into custom HubSpot deal properties while logging the call as a timeline note.
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.