SALES
Weekly Zoom talk-ratio rollup report for the sales team
On a weekly schedule, aggregates talk-ratio and call-outcome metrics across all recorded Zoom calls, ranks reps, and posts a coaching leaderboard plus a Notion summary.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionList week's Zoom recordings and fetch transcriptsZoom
- ActionScore and aggregate per-rep metrics with OpenAIOpenAI
- LogicRank reps and detect week-over-week change
- ActionPost leaderboard to SlackSlack
- OutputArchive full report to NotionNotion
What it does
This workflow rolls up a full week of recorded Zoom sales calls into one team report: average talk ratio per rep, calls that advanced a stage, and the biggest coaching themes. It posts a leaderboard to Slack and an archived write-up to Notion.
When to use it
Use it to run a data-driven weekly sales standup or 1:1 prep, instead of manually pulling Zoom analytics and HubSpot stage changes by hand.
How it works
- 1A weekly schedule (for example Monday 7am) triggers the run.
- 2The workflow lists the week's recorded Zoom meetings and fetches each transcript.
- 3OpenAI scores every call for talk ratio and outcome, then aggregates per-rep averages and the top recurring coaching themes.
- 4A logic step ranks reps and identifies who improved versus regressed from the prior week.
- 5It posts a leaderboard and team highlights to a Slack channel.
- 6It writes the full report to a Notion page for the manager's records.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect NotionPages, databases, comments.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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