SALES
Zoom Call Commitment Tracker with Daily Slack Digest
Pulls finished Zoom sales-call transcripts, extracts every next-step the rep or prospect promised, and posts a daily Slack digest of commitments grouped by owner and due date.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording transcript readyZoom
- ActionFetch call transcript from ZoomZoom
- ActionExtract dated commitments with OpenAIOpenAI
- LogicKeep only concrete, dated next-steps
- LogicGroup commitments by owner and due date
- OutputPost owner-tagged digest to SlackSlack
What it does
After each Zoom sales call ends, this workflow reads the transcript, identifies explicit commitments ("I'll send the contract Friday", "we'll loop in security next week"), and assembles them into a single Slack digest so nothing falls through the cracks.
When to use it
Run this when your team closes calls with verbal promises that never make it into the CRM. It's ideal for AEs and sales managers who want a daily, owner-tagged list of outstanding next-steps without manually re-listening to recordings.
How it works
- 1A Zoom recording-completed event fires when a meeting transcript is ready.
- 2The transcript is fetched from Zoom and passed to an OpenAI extraction step that returns a structured list of commitments, each with an owner, action, and stated due date.
- 3A logic step filters out vague statements and keeps only concrete, dated promises.
- 4Commitments are grouped by owner and sorted by due date.
- 5The formatted digest is posted to a sales Slack channel, tagging each owner.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.