SALES
MEDDIC Discovery Coaching Agent
An agent reviews each Zoom discovery transcript against the full MEDDIC framework, drafts a personalized coaching writeup with quoted moments.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom discovery recording completedZoom
- ActionRetrieve full transcriptZoom
- ActionAgent evaluates MEDDIC with quoted evidenceOpenAI
- ActionSave coaching note to NotionNotion
- OutputEmail rep the coaching summaryGmail
What it does
This is an agent-driven coaching workflow. Rather than a fixed score, the agent reads the whole Zoom discovery transcript, reasons about how well the rep ran a MEDDIC-style conversation, quotes specific moments where a field was missed or fumbled, and produces a narrative coaching writeup with concrete rephrasings the rep can reuse.
When to use it
Use it for enablement and ramp, when you want qualitative call coaching at scale — not just a checkbox of missing fields, but "here is where you could have pinned down the Economic Buyer and exactly what to say next time."
How it works
- 1A Zoom recording-completed event triggers the agent.
- 2The agent retrieves the full transcript from Zoom.
- 3It evaluates each MEDDIC dimension, pulling supporting quotes and identifying the highest-leverage missed opportunity.
- 4It drafts a structured coaching note and saves it to a Notion enablement database.
- 5It emails the rep a concise summary with two suggested phrasings for next time.
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.