SALES
MEDDIC Stage-Gate Block on Opportunity Advance
When a Salesforce opportunity is moved to a later stage, checks whether the linked Zoom discovery call covered the required MEDDIC fields and posts a blocking warning if…
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity stage changedSalesforce
- LogicOnly enforce on post-discovery stages
- ActionFetch latest Zoom transcript for the dealZoom
- ActionVerify required MEDDIC fields presentOpenAI
- OutputPost blocking warning to Slack and flag dealSlack
What it does
This workflow enforces MEDDIC as a stage gate. When a rep advances a Salesforce opportunity past discovery, it looks back at the deal's most recent Zoom call, confirms whether the mandatory MEDDIC fields for that stage were actually established, and raises a flag if the deal is jumping ahead under-qualified.
When to use it
Use it when deals routinely skip into late stages without qualification and your forecast suffers for it. It catches premature stage moves at the moment they happen instead of in a cleanup pass.
How it works
- 1A Salesforce opportunity stage-change event triggers the run.
- 2A logic step checks whether the new stage requires full MEDDIC coverage; earlier stages exit immediately.
- 3The workflow finds the opportunity's latest associated Zoom recording and fetches its transcript.
- 4An OpenAI prompt verifies the stage's required MEDDIC fields are present in the conversation.
- 5If any mandatory field is missing, it posts a blocking warning to Slack tagging the rep and manager and adds an at-risk note on the opportunity.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ZoomMeetings, recordings, transcripts.
- 3Connect OpenAIModels, embeddings, files.
- 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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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.
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