SALES
Score every sales call for deal risk and DM the rep a next-best-action
When a Zoom sales call finishes recording, transcribe it, score deal risk (1-100) against MEDDIC signals.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch call transcriptZoom
- ActionScore deal risk + extract top driverOpenAI
- LogicBranch on risk score (skip low-risk)
- ActionResolve deal + owner from participantsHubSpot
- OutputDM rep score + next-best-actionSlack
What it does
Turns every recorded sales call into a risk score and a single recommended next move, delivered to the rep within minutes of hangup. It reads the transcript for buying signals, objections, competitor mentions, and stalled-decision language, then tells the rep exactly what to do next.
When to use it
Run this when reps take discovery and demo calls over Zoom and your pipeline hygiene depends on humans remembering to log follow-ups. Best for teams that want coaching-grade signal on every call without a manager listening to all of them.
How it works
- 1Zoom fires a recording-completed event for the call.
- 2The flow pulls the cloud transcript from Zoom.
- 3OpenAI scores deal risk 1-100 from MEDDIC signals (metrics, economic buyer, decision criteria, pain, champion) and extracts the top risk driver.
- 4A branch checks the score: low-risk calls log silently; medium-and-high risk continue.
- 5HubSpot looks up the deal and its owner from the call's participant emails.
- 6Slack DMs the rep the score, the single biggest risk, and one concrete next-best-action (e.g. "book a multithread call with the CFO this week").
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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Zoom Discovery-Call MEDDIC Gap Detector
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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.
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