SALES
Zoom Discovery-Call MEDDIC Gap Detector
After a Zoom discovery call ends, transcribes it, scores the conversation against the six MEDDIC fields.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completed for discovery callZoom
- ActionFetch call transcript from ZoomZoom
- ActionScore six MEDDIC fields with LLMOpenAI
- LogicMatch meeting to Salesforce opportunity
- OutputWrite gaps and follow-up tasks to opportunitySalesforce
What it does
When a Zoom discovery call finishes, this workflow pulls the recording transcript, uses an LLM to judge whether each MEDDIC element — Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion — was actually established, and pushes the gaps straight onto the deal in Salesforce so reps never lose a qualification thread.
When to use it
Run this on every first discovery call when your team sells on MEDDIC and your pipeline reviews keep surfacing deals that were never properly qualified. It turns a 45-minute call into a structured scorecard automatically.
How it works
- 1A Zoom recording-completed event fires when the discovery call ends.
- 2The workflow fetches the cloud recording transcript from Zoom.
- 3An OpenAI prompt scores each of the six MEDDIC fields as captured, partial, or missing, with a one-line justification and a suggested follow-up question.
- 4A logic step matches the Zoom meeting topic or invitee email to the right Salesforce opportunity.
- 5It updates the opportunity's MEDDIC fields and appends a task listing each gap as a next step.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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.
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