CUSTOMER SUPPORT
Update the onboarding checklist in Airtable from the kickoff transcript
Reads a finished Zoom kickoff transcript, checks off the onboarding items that were actually covered in that account's Airtable checklist.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom kickoff recording completedZoom
- ActionFetch transcript and find Airtable accountZoom
- ActionRead pending checklist items from AirtableAirtable
- ActionCompare items to transcript with LLMOpenAI
- LogicSplit covered vs missed items
- OutputMark covered done and add follow-up rows in AirtableAirtable
What it does
Keeps your per-account onboarding checklist in Airtable honest by updating it straight from what was said on the call. Covered items get checked off automatically; missed items become follow-up rows assigned to the account owner.
When to use it
Use this if Airtable is your system of record for onboarding progress and you're tired of CSMs manually ticking boxes after every call. It removes the gap between "what we talked about" and "what the tracker says."
How it works
- 1A completed Zoom kickoff recording triggers the flow.
- 2The transcript is fetched from Zoom and the matching account record is looked up in Airtable by meeting topic or customer email.
- 3The account's current checklist items are read from Airtable.
- 4An LLM step compares each pending item to the transcript and returns a covered/missed verdict per item.
- 5A logic step splits the results: covered items get marked complete in Airtable; missed items become new follow-up rows.
- 6Both updates are written back to the account's Airtable records, leaving an accurate onboarding tracker.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect OpenAIModels, embeddings, files.
- 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 Customer Support workflows
Send a tailored Loom onboarding sequence on Front first-reply
When a new customer's first email lands in Front, this picks the Loom onboarding walkthroughs matching their plan and use case, builds a friendly sequenced reply.
Suggest the right Loom video by classifying Intercom message intent
Reads each new inbound Intercom conversation, classifies what the customer is trying to do, and surfaces the best-matching Loom walkthrough to the agent as an internal note.
Draft personalized fix-live replies for support to review
When a Sentry issue resolves, an agent reads each linked ticket's full thread and drafts a tailored 'your fix is live' reply per requester.
Close the loop with requesters when a Linear bug moves to Done
When a Linear issue created from a support escalation moves to Done after deploy, look up the originating Zendesk tickets and notify each requester that their reported bug is…
Reopen and notify Front conversations when their bug fix deploys
When a deploy resolves a Sentry issue, find the snoozed or closed Front conversations linked to it, reopen them, and send the customer a reply that the fix is now live.
Tell Intercom users their reported bug shipped after a Vercel deploy
On a successful Vercel production deployment, match the release's resolved Sentry issues to Intercom conversations and message each affected user that their reported issue is…
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.