SALES
Deal-desk agent reviews Zoom calls and recommends stage moves
An agent listens for finished Zoom calls, reads the transcript against your sales playbook and the deal's CRM history.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch transcript and pull deal history from HubSpotHubSpot
- LogicAgent evaluates call against stage exit criteria
- ActionPost stage recommendation with approve/reject to SlackSlack
- OutputOn approval, update HubSpot stage and log rationaleHubSpot
What it does
This is an agent-driven deal desk. Rather than mechanically advancing a stage, it reasons over the Zoom transcript, the deal's HubSpot history, and your written sales playbook to recommend the correct next stage, flag missing exit criteria, and explain its reasoning for a human to approve.
When to use it
Use it on higher-value or complex deals where stage gates have real criteria (security review, mutual action plan, budget confirmed) and a one-shot classifier is not enough. The human stays in the loop via an approval step.
How it works
- 1A Zoom recording-completed event hands the call to the agent.
- 2The agent fetches the transcript and pulls the deal's current stage, amount, and prior activity from HubSpot.
- 3It evaluates the call against your stage exit criteria, judging which gates were met and which are still open.
- 4It composes a recommendation: target stage, met and unmet criteria, and confidence, then posts it to Slack with approve and reject actions.
- 5On approval, the agent updates the HubSpot deal stage and logs the rationale to the deal record.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 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.