SUMMARIZATION
Route uploaded VoC transcripts to teams by objection severity
Accepts an uploaded call transcript via webhook, clusters its objections by theme.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives uploaded transcript and metadataHTTP webhook
- ActionExtract and cluster objections by theme with OpenAIOpenAI
- LogicScore cluster severity per product line
- ActionPost deal-blocking objections to Slack channelSlack
- OutputLog all objections to Airtable for trendsAirtable
What it does
Takes a posted transcript, identifies the objections raised, clusters them by theme and product line, then decides what to do based on severity. Deal-blocking objections get pushed to the right Slack channel immediately; everything else is logged quietly to Airtable so the team can watch trends without alert fatigue.
When to use it
Use it when transcripts arrive from an external recorder or CRM via webhook and you want fast routing of the objections that actually threaten revenue, while still capturing the long tail for analysis.
How it works
- 1A webhook receives an uploaded transcript with deal and product-line metadata.
- 2OpenAI extracts objections and clusters them into named themes.
- 3A logic branch scores each cluster's severity for the named product line.
- 4Deal-blocking objections post to the matching Slack channel with the deal context.
- 5All objections, severe or not, write to Airtable for ongoing trend reporting.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect AirtableBases, tables, views, automations.
- 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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