SUMMARIZATION
Weekly Roll-Up of Zoom Call Risk Memos into a Notion Pipeline Digest
On a weekly schedule, pulls the week's Zoom call recordings, summarizes each into a deal-risk memo, and compiles them into a single ranked Notion digest for pipeline review.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule before review
- ActionFetch week's Zoom recordingsZoom
- ActionSummarize each call into a memoOpenAI
- LogicRank by risk and filter low-signal calls
- OutputPublish ranked digest to NotionNotion
What it does
Gathers every Zoom sales call from the past week, condenses each into a deal-risk memo, and assembles them into one ranked Notion page so the team walks into pipeline review with the risky deals already surfaced.
When to use it
Use this for a recurring revenue or deal-desk review. Instead of per-call noise, you get a single weekly artifact ranking deals by risk with the evidence attached.
How it works
- 1A weekly schedule triggers the run before the pipeline meeting.
- 2Zoom returns the cloud recordings and transcripts from the trailing seven days.
- 3OpenAI summarizes each transcript into a memo: account name, risk rating, key objections, and recommended next step.
- 4A logic step sorts and ranks the memos by risk and drops calls below a relevance floor.
- 5The ranked set is published as a structured Notion page with a section per deal, ready to screen-share in review.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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.