SUMMARIZATION
Zoom Call Objection Alert to Slack for Live Coaching
After each Zoom sales call, extract the top objections and competitor mentions, then post a coaching-ready alert to the deal's Slack channel only when high-risk signals appear.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch call transcriptZoom
- ActionExtract objections, competitors, risk scoreOpenAI
- LogicOnly continue if risk score above threshold
- OutputPost coaching alert to Slack channelSlack
What it does
Scans finished Zoom sales calls for objections, pricing pushback, and competitor mentions, then drops a concise coaching alert into Slack so managers can intervene fast. Low-risk calls stay quiet to avoid noise.
When to use it
Use it when sales leadership wants to catch at-risk deals the same day a call happens, instead of discovering churn-signal objections weeks later in a pipeline review. Ideal for teams running a deal-room Slack channel per opportunity.
How it works
- 1A Zoom recording-completed event triggers the run.
- 2The transcript is pulled from Zoom.
- 3An LLM extracts objections, sentiment, and any named competitors, then assigns a risk score.
- 4A filter checks whether the risk score crosses the alert threshold; below it, the run ends silently.
- 5For high-risk calls, a formatted alert with the top objections, competitor names, and a suggested coaching prompt is posted to the relevant Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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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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