SALES
Auto-Create Salesforce Tasks from Promised Call Next-Steps
Turns each commitment captured on a Zoom sales call into a dated Salesforce task on the matching opportunity, so promised follow-ups become tracked, assignable work.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording transcript readyZoom
- ActionFetch transcript and extract commitments (OpenAI)OpenAI
- LogicMatch call to a Salesforce opportunitySalesforce
- LogicBranch on match confidence
- ActionCreate dated Salesforce tasks per commitmentSalesforce
- OutputPost confirmation summary to SlackSlack
What it does
This workflow listens for completed Zoom calls, extracts the next-steps each rep promised, matches the call to a Salesforce opportunity, and creates a Salesforce task for every commitment with the promised due date and assignee.
When to use it
Use it when verbal follow-ups die in call recordings instead of becoming CRM tasks. It's built for revenue teams that run pipeline reviews off Salesforce and need every promised action to show up as trackable work tied to the right deal.
How it works
- 1A Zoom recording-completed event triggers the run.
- 2The transcript is fetched and OpenAI extracts commitments with owner, action, and due date.
- 3A logic step matches the call's participants and meeting topic to an open Salesforce opportunity.
- 4If a confident match is found, the workflow branches to task creation; ambiguous matches are flagged for manual review.
- 5For each commitment, a Salesforce task is created on the opportunity with the due date and assigned owner.
- 6A confirmation summary is posted to Slack listing the tasks created.
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 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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