CUSTOMER SUPPORT
Weekly per-agent Zoom sentiment coaching digest
Every Monday, aggregates the past week's Zoom support calls by agent, computes sentiment-dip trends.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule on Monday morning
- ActionList prior-week Zoom calls and fetch transcriptsZoom
- ActionScore and cluster dips into patterns with OpenAIOpenAI
- LogicRank agents by severity and trend
- OutputEmail per-lead coaching digest via OutlookOutlook
What it does
On a weekly schedule, this workflow rolls up every Zoom support call from the prior week, scores each for sentiment dips, and builds a per-agent trend view. It identifies recurring patterns, such as an agent repeatedly losing customers during pricing pushback, and emails each team lead a prioritized coaching digest grouped by agent.
When to use it
Use this for managers who run weekly one-on-ones and want data to anchor them. Instead of reacting to single bad calls, it shows whether an agent's sentiment dips are trending up or down and which conversation moments cause them most often.
How it works
- 1A weekly schedule kicks off Monday morning.
- 2The flow lists all of the prior week's Zoom support recordings and fetches their transcripts.
- 3OpenAI scores each call and clusters dips into recurring coaching patterns per agent.
- 4A logic step ranks agents by severity and trend direction.
- 5An Outlook email digest goes to each team lead with their agents' patterns, example clips, and recommended focus areas.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 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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