Daily sales call debrief digest in Slack from Dialpad

By General Input

Every weekday at 6pm, roll up the day's Dialpad calls into a Slack digest grouped by rep, with flagged calls and concrete follow-ups.

Integrations

  • Dialpad
  • Slack Bot

Type

Agentic Task

Categories

  • Sales
  • Operations

Every weekday at 6pm in the configured timezone, pull the day's completed Dialpad calls and post a sales debrief digest to Slack.

Use Dialpad List Calls to fetch the calls that started or ended today, filtered to completed calls. For each call id, use Dialpad Get Call to pull the AI recap, transcript, direction, duration, and participants. A single Get Call returns all of these together, so one Get Call per call id is enough, no separate transcript or recap calls needed.

Skip any call shorter than the configured minimum duration (default 60 seconds) so misdials do not clutter the digest. If there are zero qualifying calls after filtering, do not post to Slack at all, just exit quietly.

Group qualifying calls by the internal Dialpad user (the rep). For each rep, flag the calls that mattered: new logos or first-time external numbers, unusually long calls versus that rep's own day, callbacks explicitly requested by the caller, and calls whose transcript or recap contains deal-stage language (pricing, contract, procurement, security review, next steps, decision maker, POC, pilot, renewal, redlines, MSA). Summarize themes across the whole day, including recurring objections, competitors named, and product feedback that came up on more than one call. Pull out the concrete follow-ups the reps committed to on the calls.

Post one message to the configured Slack channel using Slack (bot) Send a Message. Format the message with three sections: a single headline line summarizing the day (total qualifying calls, active reps, count flagged); a per-rep block with the rep's name and bullet points for their flagged calls (duration, who they spoke to, one-line takeaway from the AI recap); and a top follow-ups section listing the concrete next actions across the team.

Let the user configure the Slack channel to post into, the timezone the 6pm schedule runs in, and the minimum call duration in seconds to include (default 60).

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