SALES
Weekly MEDDIC Pipeline Audit from Zoom Calls
On a schedule, scans the week's Zoom discovery calls, scores each against MEDDIC.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule (Monday AM)
- ActionList week's Zoom recordings and transcriptsZoom
- ActionScore each call against MEDDICOpenAI
- ActionJoin scores to open Salesforce opportunitiesSalesforce
- LogicRank deals by amount and missing-field count
- OutputPost ranked gap report to sales channelSlack
What it does
This scheduled workflow batches every discovery call recorded in the last seven days, scores each one against MEDDIC, joins the scores to their Salesforce opportunities, and publishes a single ranked report of the most under-qualified deals weighted by amount and stage.
When to use it
Run it before weekly pipeline review when managers need a defensible, repeatable view of qualification health across the team rather than a per-call ping. It answers "which open deals have the weakest MEDDIC and the most money on the line."
How it works
- 1A weekly schedule fires Monday morning.
- 2The workflow lists all Zoom recordings from the past week and fetches their transcripts.
- 3Each transcript is scored across the six MEDDIC fields by an OpenAI prompt that returns a 0-6 coverage score.
- 4Scores are joined to open Salesforce opportunities and ranked by amount times missing-field count.
- 5A formatted report of the top under-qualified deals is posted to the sales Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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 this workflow in your colony.
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