Turn recorded sales calls into AI coaching summaries in Slack

Analyzes every sales call with AI and posts a coaching summary to Slack while logging the details to a spreadsheet.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"new call recording appears"]:::trig s0["analyze call transcript"]:::task s1["post summary to slack"]:::svc trig --> s0 gx{"+ where to send insights"}:::gate s0 --> gx p00["post summary to slack"]:::task gx -->|"slack notification"| p00 p10["log call details"]:::task gx -->|"spreadsheet log"| p10 p00 --> s1 p10 --> s1 out[/"coaching summary posted and logged"/]:::out pay{{"consistent coaching without listening to calls"}}:::pay s1 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsVoice & PhoneKnowledge Base & RAGEmail AutomationMessaging & NotificationsSpreadsheet & Database Ops
Connects
FathomOpenRouterSlackGoogle Sheets

The problem it solves

Sales managers rarely have time to listen to every call, so coaching feedback is inconsistent and often too late to matter. Good insights from a call get lost instead of shaping the next conversation.

Who it fits

A sales manager or team lead who wants consistent coaching without listening to every call.

How it works

  1. A new call recording appears in Fathom
  2. AI reviews the transcript and pulls out key insights and coaching points
  3. A summary is posted to your sales team's Slack channel
  4. The call details and insights are logged to a spreadsheet for tracking over time
What you get

Coaching points your team can act on fast

You get every sales call turned into a coaching summary posted to Slack and logged for tracking over time.

What you get

A Slack coaching summary for every sales call, plus a running log in a spreadsheet.

What you need

Accounts with Fathom, OpenRouter, Slack, and Google Sheets.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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