When
Every day at 07:00 AM UTC, fetch yesterday's call transcripts from Gong.
Workflow template
Coach reps on their Gong calls
Turns yesterday's recorded calls into written coaching feedback for each rep.
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
Then
- For each call, write coaching feedback covering what the rep did well, what to improve and how closely the call followed my sales methodology.
- Append a row with the call, the rep and the feedback to the Google Sheets spreadsheet id you choose in setup, skipping calls already in the sheet.
- Send each rep their feedback as a Slack direct message.
Apps it connects
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Build this workflow
All templatesBuild this workflowRoute large expense claims to a managerLogs every expense submission in a sheet and alerts a manager in Slack when the amount is over the approval limit.Build this workflowAcknowledge contact form leads within minutesLogs each contact form submission, sends an acknowledgement within minutes, and alerts the on-duty rep in Slack.Build this workflowRun one pipeline for leads from every channelMerges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.Build this workflowAgents should build your automations, not be them
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