SUMMARIZATION
Renewal-Risk Memos from Zoom Calls into HubSpot Deals with Owner Tasks
Summarizes a completed Zoom customer call into a renewal-risk memo, attaches it to the HubSpot deal, and creates a follow-up task for the deal owner when churn signals appear.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionBuild renewal-risk memoOpenAI
- ActionAttach memo to HubSpot dealHubSpot
- LogicEvaluate churn-risk flag
- OutputCreate owner follow-up taskHubSpot
What it does
Converts a recorded Zoom customer or renewal call into a renewal-risk memo on the HubSpot deal, and when the call shows churn signals it auto-creates a follow-up task for the deal owner so nothing slips.
When to use it
Use this for customer success and renewal motions where calls live in Zoom and deals live in HubSpot. It keeps renewal health visible on the record and forces a human follow-up exactly when risk shows up.
How it works
- 1Zoom fires a recording-completed event for the call.
- 2OpenAI produces a renewal-focused memo: sentiment, adoption blockers, expansion signals, and a churn-risk flag.
- 3The memo is written to the matching HubSpot deal as a note.
- 4A logic gate evaluates the churn-risk flag.
- 5If churn risk is present, a follow-up task is created for the deal owner with a due date and the memo highlights; otherwise the memo is filed with no task.
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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