SALES
Weekly Sales Call Coaching Digest
On a weekly schedule, pulls the week's recorded calls, scores each rep against the sales methodology with an LLM, and emails managers a per-rep coaching digest.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionList week's Zoom recordingsZoom
- ActionScore calls against rubricOpenAI
- LogicGroup by rep and compute trends
- ActionWrite results to Notion databaseNotion
- OutputEmail coaching digest to managersGmail
What it does
Reviews the week's sales calls in bulk and turns them into coaching. It scores each call against your methodology — discovery depth, objection handling, next-step clarity — rolls the scores up per rep, and delivers a digest managers can act on in their 1:1s.
When to use it
Use it when managers don't have time to listen to call recordings and coaching is inconsistent. This produces objective, transcript-based feedback every week without anyone manually reviewing hours of audio.
How it works
- 1A weekly schedule triggers the flow.
- 2The flow lists all completed Zoom recordings from the past seven days.
- 3Each transcript is fetched and scored by OpenAI against the coaching rubric.
- 4A logic step groups scores by rep and computes trends versus the prior week.
- 5It writes the per-rep results into a Notion coaching database for the record.
- 6It emails each manager a formatted digest of their team's scores and top coaching moments.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Connect GmailRead, draft, send, label.
- 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.