SALES
Zoom talk-ratio coaching scorecard to Slack
Analyzes each recorded Zoom sales call for rep-vs-prospect talk ratio, monologue length, and question count, then posts a private coaching scorecard to the rep in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch speaker-labeled transcript and score talk ratio with OpenAIOpenAI
- LogicGrade against coaching targets
- ActionResolve rep Slack user from host emailSlack
- OutputSend private coaching scorecard DM in SlackSlack
What it does
This workflow turns every Zoom sales call into a quick coaching moment. It measures how much the rep talked versus the prospect, flags long monologues, and counts discovery questions, then delivers a friendly scorecard directly to the rep in Slack.
When to use it
Use it for ramping reps or any team trying to shift from pitching to listening. It works best when you want lightweight, per-call nudges instead of waiting for a weekly call-review session.
How it works
- 1A Zoom recording-completed event triggers the run.
- 2The transcript with speaker labels is fetched and passed to OpenAI, which computes talk ratio, longest uninterrupted monologue, and number of open questions asked.
- 3A logic step grades the call against your targets (for example, rep talk under 55 percent and at least five discovery questions).
- 4The workflow resolves the rep's Slack user from the meeting host email.
- 5It sends a private Slack DM with the scorecard, the single biggest improvement tip, and a green or amber flag.
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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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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.