SUMMARIZATION
Zoom Recap with HubSpot Deal-Stage and Follow-Up Tasks
Transcribe each Zoom sales call, infer the recommended deal stage and follow-up actions, then log the recap on the HubSpot deal and create dated follow-up tasks for the rep.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch transcript + meeting detailsZoom
- ActionSummarize and infer stage + follow-upsOpenAI
- ActionLog recap on matching HubSpot dealHubSpot
- LogicFlag stage change for rep confirmation
- OutputCreate dated follow-up tasks in HubSpotHubSpot
What it does
Converts Zoom sales calls into HubSpot activity: a recap on the deal timeline, an inferred stage recommendation, and concrete follow-up tasks with due dates assigned to the owning rep.
When to use it
Use it when reps forget to advance deal stages or set follow-ups after calls. It keeps the pipeline accurate and ensures every committed next step becomes a tracked task instead of a forgotten promise.
How it works
- 1A Zoom recording-completed event starts the workflow.
- 2The transcript and meeting details are fetched from Zoom.
- 3An LLM produces a recap, a suggested deal stage with rationale, and a list of follow-up actions with relative due dates.
- 4The matching HubSpot deal is located by attendee email; the recap is logged as a timeline note.
- 5A branch decides whether the suggested stage differs from the current one and flags it for rep confirmation rather than auto-moving.
- 6Follow-up tasks are created in HubSpot, assigned to the deal owner with computed due dates.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 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.
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