SUMMARIZATION
Agent-Driven Zoom Recap with Account Research to Attio
After a Zoom sales call, an agent reads the transcript, researches the prospect's company on the web, drafts a recap with talk-ratio and objection handling.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionAgent retrieves transcript + companyZoom
- ActionResearch prospect company on the webExa
- LogicAgent drafts recap with research + talk-ratio
- OutputWrite enriched recap to Attio recordAttio
What it does
Goes beyond summarizing the call: an agent enriches the recap with fresh web research on the prospect's company, then composes a recap covering talk-ratio, objections, buying signals, and recommended next moves, and files it on the Attio company record.
When to use it
Use it for high-value or complex deals where context from the wider web (recent funding, news, hiring) sharpens follow-up. Best when you want judgment and synthesis, not a fixed template.
How it works
- 1A Zoom recording-completed event triggers the workflow.
- 2The agent retrieves the transcript and attendee company from Zoom.
- 3It runs targeted web research on the prospect's company for recent, relevant signals.
- 4The agent reasons over the call plus research to draft a recap with talk-ratio, objection handling notes, and prioritized next steps.
- 5It locates or creates the matching Attio company record.
- 6The completed recap and enrichment are written to the Attio record for the account team.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect ExaNeural search across the web.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 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
On-submit Loom standup roll-up archived to Confluence
When a standup video is submitted via webhook, transcribes it, generates a per-person written summary, and appends it to a running team standup page in Confluence.
Front Escalation Handoff Doc in Notion
When a Front escalation closes, drafts a structured handoff document in Notion capturing the resolution, customer commitments, and open follow-ups, then alerts the AE in Slack.
Front Escalation War-Room Brief to Slack
On a Front escalation, posts a concise threat-assessment brief to a Slack channel only when the AI judges the situation high-severity.
VIP Front Escalation Instant Exec Page-Out
Detects escalations from VIP accounts in Front, generates a one-paragraph executive recap, and pages the named account exec via Slack and Salesforce task within minutes.
Release health note per Vercel deploy
When a Vercel deploy goes live, summarizes the Sentry errors observed in the release window into a plain-English health note that separates brand-new error classes…
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.