AI AGENTS
Zoom Demo Low-Score Objection Escalation to Manager
Scores how well a rep handled objections in each Zoom demo, and only when the handling score falls below a threshold does it create a coaching task in ClickUp and alert the rep's…
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completed for a demo callZoom
- ActionFetch transcript and identify repZoom
- ActionScore objection handling on the callOpenAI
- LogicStop unless handling score is below threshold
- ActionCreate coaching task assigned to managerClickUp
- OutputAlert manager in Slack with specificsSlack
What it does
Acts as an exception-based coaching trigger. Most demos pass quietly; only calls where objection handling was weak get escalated. The workflow grades each rep's rebuttals, and below a configurable score it opens a ClickUp coaching task assigned to the manager and pings them in Slack with the specifics.
When to use it
Use it when managers are drowning and can't review every call, but you still want guaranteed follow-up on the demos that went poorly. Ideal for keeping coaching focused on the calls that actually need intervention.
How it works
- 1Zoom fires its recording-completed event for a demo.
- 2The flow fetches the transcript and identifies the hosting rep.
- 3An OpenAI step extracts objections and scores how well each was handled, returning an overall handling score.
- 4A logic gate checks the score against a threshold and stops if the demo passed.
- 5For failing demos, the workflow creates a ClickUp coaching task with the weak moments and assigns the rep's manager.
- 6It posts a Slack alert to the manager linking the task and summarizing what went wrong.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 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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