CUSTOMER SUPPORT
Flag missed onboarding topics from a Zoom kickoff call
When a Zoom kickoff recording finishes, compares the call transcript against your onboarding checklist and posts the list of uncovered topics to the CSM's Slack channel.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom kickoff recording completedZoom
- ActionFetch call transcript from ZoomZoom
- ActionMatch transcript against checklist with LLMOpenAI
- LogicKeep only uncovered topics; exit if none
- OutputPost missed topics to CSM Slack channelSlack
What it does
After a customer kickoff call ends on Zoom, this workflow reads the call transcript, checks it against your standard onboarding checklist, and tells the CSM exactly which topics were skipped — before the customer notices the gap.
When to use it
Run this when your team does live onboarding calls and you want every account to leave the kickoff with the same baseline covered (account setup, key features, billing, success metrics, next steps). It catches the items that get dropped when calls run long or go off-script.
How it works
- 1A completed Zoom cloud recording with transcript triggers the flow.
- 2The transcript text is pulled from the Zoom recording.
- 3An LLM step matches each checklist item against the transcript and labels it covered or missed, with a one-line justification.
- 4A logic step keeps only the missed items; if everything was covered, the flow exits quietly.
- 5The missed topics, the customer name, and the recording link are posted to the assigned CSM's Slack channel as an actionable summary.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 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.
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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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