SALES
Weekly digest of why deals were lost from interview notes
On a weekly schedule, reads the past week's win/loss interview notes from Notion, clusters the loss reasons into themes.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule (Monday morning)
- ActionQuery last 7 days of interview notesNotion
- LogicSkip run if no new interviews
- ActionCluster loss reasons into ranked themesOpenAI
- OutputPost ranked loss-theme digest to SlackSlack
What it does
Individual interviews are noise; the pattern across a week is signal. This workflow gathers every win/loss note logged in the last seven days, has an LLM cluster the loss reasons into named themes with frequency counts, and delivers a ranked digest to a leadership Slack channel.
When to use it
Run it when you already capture interview notes but nobody synthesizes them. Gives sales and product leadership a recurring, evidence-backed view of top loss drivers without a manual roll-up.
How it works
- 1A weekly schedule trigger fires every Monday morning.
- 2The workflow queries the Notion interview-notes database for entries created in the last seven days.
- 3A logic step skips the run gracefully if no new interviews were logged.
- 4An OpenAI step clusters the loss reasons into themes and ranks them by frequency, pulling a representative quote for each.
- 5The ranked digest with theme counts and quotes is posted to the leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.