1.Catch Hook and map payload
Integrate Webhooks by Zapier and webhook endpoints to map call reference fields and transcript text into structured inputs.
Grade sales calls and log structured reports for agents
Automatically capture and structure call payloads across Webhooks by Zapier, Manus, ChatGPT (OpenAI), Zapier Tables, and Slack. Create and update when call payload arrives, call reference maps, or agent metadata updatesβso you can grade calls, create table records, and send summaries without manual reporting.
How this automation protects agent coaching quality
When call payloads arrive without consistent grading, coaching reviews stall and scores stay unreliable. This automation filters qualifying calls, extracts transcript facts, grades performance, creates table records, and notifies your teamβso your agents get same day feedback.
Webhooks by Zapieror swap with your favorite app
2.Continue only for qualifying calls
Integrate Filter by Zapier and validation rules to check minimum call duration and transcript or recording presence.
Filter by Zapieror swap with your favorite app
3.Create extraction task for transcript
Integrate Manus and AI extraction tools to request speaker count, duration, topics, sentiment, objections, and outcomes.
Manusor swap with your favorite app
4.Extract grading JSON from transcript facts
Integrate ChatGPT (OpenAI) and structured data to return overall score, category scores, strengths, gaps, and coaching recommendations.
ChatGPT (OpenAI)or swap with your favorite app
5.Create record for graded call
Integrate Zapier Tables and record storage to create a structured row with scores, notes, and transcript facts metadata.
Zapier Tablesor swap with your favorite app
6.Send same day grading summary
Integrate Slack and team notifications to post call score highlights and a link to the table record for review.
Slackor swap with your favorite app
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Improve sales performance visibility with automated metric alerts, rep activity tracking, and dashboard updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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