SUMMARIZATION
Zoom Sales Call Recap with Talk-Ratio to Salesforce Note
When a Zoom sales call ends, transcribe it, compute rep vs. prospect talk-ratio, extract objections and next steps.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch transcript + participantsZoom
- ActionSummarize, score talk-ratio, extract objectionsOpenAI
- LogicMatch attendee domain to one open opportunitySalesforce
- OutputWrite structured recap as Salesforce noteSalesforce
What it does
Turns every completed Zoom sales call into a clean, structured recap attached to the right Salesforce opportunity. It measures how much the rep talked versus the prospect, pulls out stated objections, and lists agreed next steps.
When to use it
Use it when your reps run discovery and demo calls on Zoom and your CRM hygiene is inconsistent. It removes manual note-taking and gives sales managers a coachable talk-ratio metric without anyone touching a spreadsheet.
How it works
- 1A Zoom recording-completed event fires the workflow with the meeting and recording IDs.
- 2The transcript and participant metadata are fetched from Zoom.
- 3An LLM summarizes the call, computes rep vs. prospect talk-ratio from speaker-labeled segments, and extracts objections and next steps as structured fields.
- 4A lookup matches the meeting attendees' email domains to an open Salesforce opportunity.
- 5If a single opportunity matches, the recap is written as a CRM note; if none or many match, the run routes to a fallback for manual linking.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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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