SALES
Alert sales managers in Slack when a discovery call surfaces a high-risk objection
Scans each completed Zoom discovery transcript for objection types and, when a deal-threatening objection like budget or competitor appears, posts a coaching alert to the rep's…
How it runs
The automated pipeline, trigger to output.
- TriggerZoom discovery transcript readyZoom
- ActionFetch transcript textZoom
- ActionTag objections with type and severityHugging Face
- LogicPass only high-risk objections
- OutputPost coaching alert to manager in SlackSlack
What it does
This workflow watches discovery-call transcripts and flags only the objections that put a deal at real risk, such as hard budget pushback or a named competitor. When one is detected, it sends the rep's manager a Slack message with the objection type, the verbatim quote, and a suggested coaching prompt, so coaching happens the same day the call occurs.
When to use it
Use it when you want managers to intervene early on at-risk deals without reading every transcript. It suits teams that already log calls but miss the window to coach before a deal stalls.
How it works
The flow triggers when a Zoom transcript is ready. It fetches the transcript and runs a Hugging Face classifier to tag objections by type and severity. A logic gate passes only objections marked high-risk; everything else exits quietly. For each passing objection, the flow resolves the rep's manager from a lookup and posts a threaded Slack alert to the manager's channel containing the deal name, the quote, and a recommended next step.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect Hugging FaceModels, datasets, spaces — the open-source hub.
- 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.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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.