SALES
Rep-Requested Objection Kit via Slack Slash Command
A rep types a Slack command with a deal name; the workflow finds the last demo transcript, builds a custom objection-handling kit, and posts it back in Slack plus the ClickUp task.
How it runs
The automated pipeline, trigger to output.
- TriggerRep runs Slack slash command with deal nameSlack
- ActionLook up ClickUp deal task and linked transcriptClickUp
- LogicConfirm a demo transcript exists
- ActionGenerate tailored objection kit with OpenAIOpenAI
- OutputPost kit to Slack thread and ClickUp commentSlack
What it does
This workflow lets a rep pull together an objection kit on demand. From Slack, the rep names a deal; the workflow finds the most recent demo transcript for that account, generates tailored rebuttals and proof assets, and delivers them both in the Slack thread and on the ClickUp deal task.
When to use it
Use it when reps want control over timing rather than an automatic post-call dump, or when they prep for a follow-up days later. Good for teams that live in Slack and want kits both in-channel and on their task board.
How it works
- 1A Slack slash command with a deal name triggers the workflow.
- 2The workflow looks up the matching ClickUp deal task and its linked Zoom transcript.
- 3A logic step confirms a demo transcript exists; if not, it replies asking the rep to specify the call.
- 4OpenAI drafts an objection kit: each concern gets a rebuttal, a relevant case study, and a one-line talk track.
- 5The kit posts as a threaded Slack reply and is appended to the ClickUp task as a comment.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect ClickUpDocs + tasks + chats in one workspace.
- 3Connect ZoomMeetings, recordings, transcripts.
- 4Connect OpenAIModels, embeddings, files.
- 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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