Sales workflow · transcript to deal package
Every sales call ends with a deal package you can review
ZeroTwo reads the call transcript and extracts deal signals and next steps. It updates the Salesforce fields you name, drafts the follow-up in Gmail and posts a summary for your team. Anything it is unsure of is listed for a person to check.
Gong
Transcript with speaker labels
Salesforce
Field updates and next-step tasks
Gmail
Follow-up saved as a draft
Slack
Deal summary for the team
What it does, and where we would put a person
A call produces four different kinds of action, and they carry different risk. Defaults and our advice are separate columns on purpose. For a record-only version, see meeting notes to CRM.
| Action | What it does by default | What we recommend |
|---|---|---|
| CRM field updates | Writes the fields you list in your prompt: MEDDPICC fields, custom fields, call notes. | Write fields the transcript states outright. Queue secondhand claims and inferred roles, as in the run above. |
| Stage changes | Moves the stage forward based on what was discussed. | Gate it. Have the summary propose the stage and a person move it, because forecasts read off this field. |
| Slack notification | Posts the deal summary to the channel you name, such as #deals. | Start in a private channel. Keep a separate Needs review list so a shaky extract is never presented as fact. |
| Follow-up email | Saved as a Gmail draft. It can be configured to send automatically. | Leave it as a draft. The message goes out under your name and carries your commitments. Our sales prospecting page takes the same line: it drafts, you send. |
One call, traced to the transcript
MEDDPICC is a sales qualification framework: Metrics, Economic buyer, Decision criteria, Decision process, Paper process, Identify pain, Champion, Competition. Each field below points to who said it and when, and a field with no evidence stays empty.
Call header
Northwind Logistics · discovery call · 38 min · AE Dana, prospect Raj (VP Sales Ops)
- Write
Metrics
What number do they want to move?
Raj, 04:12
“We want forecast variance under 10% by Q4.”
Salesforce value: Forecast variance under 10% by Q4
- Needs review
Economic buyer
Who signs?
Raj, 11:40
“Final sign-off is our CRO, Elena Voss.”
Salesforce value: Elena Voss (CRO), not yet on the call
- Write
Decision criteria
What must the solution do?
Raj, 17:05
“It has to write back to Salesforce without our admins rebuilding anything.”
Salesforce value: Writes back to Salesforce without admin rework
- Write
Decision process
What are the steps to a yes?
Raj, 22:30
“Security review, then legal, then the CRO.”
Salesforce value: Security review, then legal, then CRO
- No evidence
Paper process
How will the contract be handled?
Not discussed
Nothing in the transcript.
Salesforce value: Left empty: no evidence in the transcript
- Write
Identify pain
What is going wrong today?
Raj, 06:50
“Reps update the CRM on Friday afternoons, if at all.”
Salesforce value: CRM updated late and unevenly by reps
- Needs review
Champion
Who is selling this internally?
Raj, 30:15
“I'll set up the intro with Elena.”
Salesforce value: Raj, inferred from an offer to make an intro
- Needs review
Competition
Who else are they considering?
Raj, 26:02
“We have a quote from another vendor.”
Salesforce value: Another vendor quoted, name not given
Illustrative example. The company, people, timestamps, quotes and figures are made up to show the shape of a traced run, not output from a recorded call. “Needs review” marks the rows we would queue for a person: a secondhand claim, an inferred role and an unnamed vendor.
What happens in order
Pulls the transcript with speaker labels
Every quote and commitment is attributed to a speaker, so a statement from the prospect is not mistaken for one from your rep.
Extracts signals, objections and next steps
It looks for MEDDPICC evidence, competing vendors and the next steps each side agreed to, and notes what has no evidence.
Updates the fields you named
It logs call notes and updates the opportunity fields in your prompt. Advancing the stage is the one change we would gate.
Drafts a follow-up that references the call
A draft with the specific discussion points sits in Gmail for you to read, edit and send.
Posts a summary for sales leadership
Key signals, committed next steps and flagged risks go to the channel you choose, with anything uncertain listed separately.
We do not promise 90 seconds, so measure it yourself
An earlier version of this page promised a full package in 90 seconds and zero manual work. We have no measured run behind either claim, so both are gone. Here is how to get your own numbers.
- Pick five recorded calls from last month and run the workflow on each.
- Time how long each takes from the transcript being available to the package being ready. Note what it was waiting on.
- Compare every written field with what the rep would have entered, and count the corrections.
- Check each queued item: was it right to hold it back, or did it hold back something plainly stated?
What changes at 5pm
Picture eight back-to-back calls. The rep heard buying signals, learned about a competitor and agreed next steps with two prospects, and none of it reached Salesforce. That is a scenario, not a statistic, and it is a workflow problem rather than a discipline problem.
- Admin after each call
- TodayManual CRM entry once the day's calls are done.
- With ZeroTwoNo typing for the fields you mapped. You review what is flagged.
- Follow-up
- TodaySent hours or days later, if at all.
- With ZeroTwoA draft that references the call is waiting in Gmail to edit and send.
- Data for forecasting
- TodayIncomplete fields and stale stages.
- With ZeroTwoFilled where the transcript has evidence, left empty where it does not.
- Manager visibility
- TodayManagers chase reps for call context.
- With ZeroTwoA summary with signals, next steps and risks lands in the channel you choose.
A starting prompt with the gates built in
Paste it into the Work agent and adjust the field list. The Work agent comes with Plus ($14.99/month) and above; see pricing. Confirm the connectors you need on the connectors page first, since availability changes.
After every recorded sales call, read the transcript with speaker labels.
Fill the MEDDPICC fields in Salesforce only where a speaker said it, and cite the speaker and timestamp in the activity note. Leave a field empty if there is no evidence.
Do not change the deal stage. Propose it in the summary instead.
Create next-step tasks for commitments either side made.
Save a follow-up email to my Gmail drafts. Do not send it.
Post a summary to #deals with signals, next steps and risks, and list anything you were unsure about under "Needs review".Run it after each call, or put it on a schedule with scheduled tasks.
Questions before you automate post-call work
Does this work with call recorders other than Gong?
Gong is the example in this workflow. Fireflies.ai is in ZeroTwo's connector list, and a transcript you can export as text can be given to ZeroTwo directly. Check the connectors page for which recorders connect in your workspace.
How accurate is the extraction?
ZeroTwo uses the full transcript with speaker labels, so it can tell who said what and separate commitments from general discussion, and it flags low-confidence extractions for review. We have not published an accuracy measurement, so test it on a sample of your own calls using the steps above.
Can I choose which CRM fields get updated?
Yes. You define which Salesforce fields to update in your prompt: MEDDPICC fields, custom fields, deal stage logic or any combination. A field the transcript gives no evidence for should stay empty.
Does it send the follow-up email or save a draft?
By default ZeroTwo saves the follow-up as a Gmail draft for you to review and send. It can be configured to send automatically. We recommend leaving it as a draft, since the message goes out under your name.
Will it change records without my approval?
It writes the fields you name. If you would rather approve each change, the review mode described on the meeting-to-CRM page queues updates instead of writing them. Stage changes are the field we would gate first.
How is this different from the meeting-to-CRM workflow?
The meeting-to-CRM workflow is the narrow job: Granola notes to Salesforce field updates. This one starts from a call transcript and adds the MEDDPICC extraction, a drafted follow-up and a summary for the team.
What if we use two CRMs or one that is not listed?
ZeroTwo can write to more than one system in a single workflow. If your CRM is not in the connector list, contact sales about a custom setup.
How fast is it?
We have not published a measured timing for this workflow, so this page makes no speed or zero-effort promise. Speed depends on when the transcript is available and how many systems are involved. Measure it on your own calls.
What plan does this need?
It runs in the Work agent, which is included from the Plus plan ($14.99/month) upward. The Free plan does not include the Work agent. See the pricing page for current plans.
Related workflows
Only need the record updated? The narrow Granola-notes-to-Salesforce workflow, with its field mapping and write modes.
Turn the cleaner pipeline data into a brief on which deals need a person this week.
Prepare for the next call with the account's history in front of you.
The paper process step: a brief on what changed in the contract and why it matters.