SALES
MEDDIC Gap Slack Nudge for the Call Owner
Right after a Zoom call wraps, evaluates MEDDIC coverage and DMs the rep on Slack only when a critical field (Economic Buyer or Champion) is still missing.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom call recording completedZoom
- ActionPull transcript and classify MEDDIC fieldsOpenAI
- LogicOnly continue if Economic Buyer or Champion missing
- ActionResolve rep Slack handle from Zoom emailSlack
- OutputDM rep the missing field and next questionSlack
What it does
This workflow watches finished Zoom calls, runs a fast MEDDIC check on the transcript, and pings the call owner in Slack only when a deal-blocking field is absent. It is deliberately noise-light: no alert fires on a clean call.
When to use it
Use it when reps ignore CRM dashboards but live in Slack, and your biggest qualification leak is calls that end without an Economic Buyer or Champion identified. It coaches in the moment instead of at the quarterly review.
How it works
- 1A Zoom recording-completed event triggers the run.
- 2The transcript is retrieved from Zoom and passed to an OpenAI prompt that classifies each MEDDIC field.
- 3A logic gate checks specifically whether Economic Buyer or Champion is missing; if both are present the run exits quietly.
- 4The workflow resolves the call host's Slack handle from their Zoom email.
- 5It sends a direct Slack message naming the missing field and a ready-to-use discovery question to recover it on the next touch.
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.
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