CUSTOMER SUPPORT
Weekly digest of onboarding topics missed across all kickoff calls
On a weekly schedule, pulls the past week's Zoom kickoff transcripts, scores each against the onboarding checklist.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionList past week's Zoom kickoffs and transcriptsZoom
- ActionScore each transcript against checklist with LLMOpenAI
- LogicAggregate and rank most-missed topics
- OutputPost weekly gap digest to team SlackSlack
What it does
Gives onboarding leads a weekly view of where calls consistently fall short. It aggregates every kickoff from the past week, finds the missed checklist items, and ranks them so you can fix the script or coach the team on the topics that get skipped most.
When to use it
Use this for trend-spotting rather than per-call alerts. If you run many onboarding calls and want to know whether "billing setup" or "success metrics" keeps getting dropped across the whole team, this surfaces the pattern.
How it works
- 1A weekly schedule triggers the flow (e.g. Monday morning).
- 2The past week's completed kickoff recordings are listed from Zoom and their transcripts fetched.
- 3An LLM step scores each transcript against the onboarding checklist and records which items were missed.
- 4A logic step aggregates results across all calls and ranks topics by how often they were missed.
- 5The digest — total calls, completion rate, and the top missed topics — is posted to the team's Slack channel.
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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