SUMMARIZATION
Escalate High-Risk Deal Calls to Slack After Zoom Recordings
Summarizes each completed Zoom call into a risk-scored memo, logs it on the Salesforce account, and pings the deal team in Slack only when the call scores as high risk.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionScore call and build risk memoOpenAI
- ActionLog memo on Salesforce accountSalesforce
- LogicCheck high-risk threshold
- OutputEscalate to Slack deal channelSlack
What it does
Reviews every recorded Zoom call for deal-risk signals, attaches the memo to the Salesforce account, and escalates to Slack only when a call crosses a high-risk threshold, so managers act on the deals that actually need attention.
When to use it
Use this when your pipeline review meetings surface risk too late. It catches churn language, stalled-buyer signals, and pricing pushback the moment a call ends and routes only the urgent ones to humans.
How it works
- 1Zoom sends a recording-completed event with the transcript.
- 2OpenAI scores the call and produces a memo with a numeric risk score plus the top three risk drivers.
- 3The memo is logged to the related Salesforce account record.
- 4A logic gate checks whether the risk score exceeds the configured high-risk threshold.
- 5If it does, a Slack message goes to the deal channel with the score, drivers, and a link to the recording; lower-risk calls are filed silently.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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