SALES
Weekly Zoom Objection Trend Roll-Up Across All Discovery Calls
On a weekly schedule, it reads the past week of stored objection extractions from Postgres, aggregates the most common objections and competitor mentions across the team.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule on Monday morning
- ActionQuery last week's objection records from PostgresPostgres
- LogicAggregate by category and compute week-over-week change
- ActionWrite trend narrative and coaching focus with OpenAIOpenAI
- OutputEmail digest to sales leadership via GmailGmail
What it does
This template turns per-call objection data into a team-level signal. Once a week it aggregates every objection captured from discovery calls, ranks the most frequent themes and competitors, flags week-over-week movement, and emails sales leadership a digest they can use in pipeline reviews.
When to use it
Use it when individual call cheat sheets already exist but no one is watching the pattern. If pricing objections spiked or a new competitor keeps surfacing, leadership should see it without manually reading dozens of call notes.
How it works
- 1A weekly schedule triggers the flow on Monday morning.
- 2The flow queries Postgres for all objection records logged in the prior seven days.
- 3A logic step aggregates objections by category, counts competitor mentions, and computes the change versus the previous week.
- 4OpenAI writes a concise narrative digest highlighting the biggest shifts and one recommended coaching focus.
- 5The digest is emailed to the sales leadership distribution list via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 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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