AI AGENTS
Mine an uploaded recording into a brief plus follow-up email
On webhook upload of a call recording, transcribes it, mines it for an opportunity brief in Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives uploaded recordingHTTP webhook
- ActionTranscribe recording to textOpenAI
- ActionMine transcript for needs and next stepsOpenAI
- ActionCreate opportunity brief in NotionNotion
- OutputDraft tailored follow-up email in GmailGmail
What it does
Drop a call recording at the webhook and the workflow transcribes the audio, mines it for the customer's key needs and next steps, files an opportunity brief in Notion, and drafts a follow-up email in Gmail that directly references what the customer asked for — ready for the rep to review and send.
When to use it
Use it for calls recorded outside Zoom — a phone bridge, an in-person meeting, an ad-hoc upload — where you still want both the internal product brief and a fast, personalized customer follow-up.
How it works
- 1An inbound webhook receives the uploaded recording and account context.
- 2The recording is transcribed to text.
- 3The agent mines the transcript for stated needs, objections, and agreed next steps.
- 4It writes a structured opportunity brief as a new Notion page.
- 5It drafts a follow-up email tailored to the customer's specific points and open questions.
- 6The draft is saved in Gmail addressed to the call participants for rep review before sending.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Connect GmailRead, draft, send, label.
- 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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