SUMMARIZATION
Zoom Call to Deal-Risk Memo on the Salesforce Opportunity
When a Zoom sales call recording finishes processing, it summarizes the transcript into a structured deal-risk memo and posts it to the matching Salesforce opportunity as a note.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionSummarize transcript into risk memoOpenAI
- ActionMatch Salesforce opportunity by topic + domainSalesforce
- LogicConfirm single opportunity match
- OutputWrite memo as note on opportunitySalesforce
What it does
Turns a finished Zoom sales call into a structured deal-risk memo and files it directly on the right Salesforce opportunity, so reps and managers see risk signals without re-watching the call.
When to use it
Run this when your team takes discovery and negotiation calls on Zoom and you want every recorded call to leave a consistent, scannable risk summary on the deal record instead of scattered rep notes.
How it works
- 1Zoom fires a recording-completed event with the transcript and meeting metadata.
- 2OpenAI summarizes the transcript into a fixed memo schema: deal stage signals, objections raised, competitor mentions, budget/timeline language, and an overall risk rating.
- 3A match step looks up the Salesforce opportunity using the meeting topic and invitee email domain.
- 4A logic gate confirms exactly one opportunity matched; ambiguous or missing matches are routed to a fallback queue rather than guessing.
- 5The memo is written to the matched opportunity as a timestamped note linked back to the recording.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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.
More Summarization workflows
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Rollback recommendation when a deploy spikes errors
When a Sentry alert fires for an error spike, attributes it to the most recent deploy, summarizes whether the spike is dominated by new error classes introduced by that release.
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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