Create a workflow that runs when a meeting transcript is completed. Read the transcript, identify key discussion points, action items, owners, and next steps, then draft a concise follow-up email for review. Do not invent dates or owners.
Daily meeting prep
Create a workflow that runs on a schedule every evening. Look at tomorrow’s customer meetings, pull prior meeting summaries and recent emails, and generate a concise prep brief for each meeting.
Deal risk alert
Create a workflow that runs when a deal changes stage. Review recent activity, identify risk signals, and send a short summary with recommended next steps.
Weekly summary
Create a workflow that runs every Friday at 4 PM. Review meetings, emails, and deal changes from the week, then send a summary highlighting important updates and suggested follow-ups.
Webhook-triggered Slack alert
Create a workflow that runs when a webhook is called. Read the payload, summarize the event, and send a Slack message with the most important information.
