Nooks "meeting booked" deal-prep brief to Slack with Gong recording

By General Input

Every 15 minutes, an agent watches Nooks for newly booked meetings and drops a handoff brief in Slack with the Gong recording and talking points.

Integrations

  • Nooks
  • Gong
  • Slack Bot

Type

Agentic Task

Categories

  • Sales

Build an agent that runs every 15 minutes and posts a deal-prep handoff to our AE Slack channel whenever an SDR books a meeting in Nooks. The goal is to close the loop between the SDR dialer and the AE so the AE has the prospect context and the Gong recording before they ever follow up.

Trigger: a cron every 15 minutes.

Step 1. Resolve the positive outcomes. Call Nooks List Call Dispositions and pick out the dispositions that represent a booked meeting (for example labels like 'Meeting Booked', 'Demo Scheduled', 'Discovery Set'). Each workspace defines its own labels, so do not hard-code strings. Match on the disposition name and a positive outcome flag if the workspace exposes one.

Step 2. Find calls that just got that outcome. Call Nooks List Calls with filter[time][gte] set to fifteen minutes ago and filter[disposition] restricted to the disposition IDs from Step 1. Use the call's wall-clock 'time' field, not 'createdAt' (which is when Nooks ingested it). Paginate if needed.

Step 3. Hydrate prospect and account context. For each call, call Nooks Get Prospect for the prospect on the call. The Prospect endpoint does not support include=account, so follow the account._href reference and call Nooks Get Account to load the company. Also resolve the rep (the call owner) so you have their name and email.

Step 4. Find the Gong recording. Call Gong Get Call Transcripts filtered by a date range matching the Nooks call's wall-clock time (a small window around it) and the rep's email. Pick the closest matching call and capture its Gong call ID, transcript, and Gong call link.

Step 5. Draft three short talking points from the Gong transcript. Focus on what the prospect actually cares about, objections they raised, and any commitments the SDR or prospect made. Keep each bullet to one line.

Step 6. Post the handoff in Slack using the Slack Bot Send a Message action to the AE handoff channel. The message should include: prospect name, company, the rep who booked it, the booked meeting time if it is known, three bullet talking points pulled from the Gong transcript, and the Gong call link. Use Slack mrkdwn (single asterisks for bold). Do not use em dashes anywhere in the message. If no Gong recording is found, post the handoff without the recording link instead of skipping the message.

Configurable inputs: the Slack channel to post to, the cadence (default 15 minutes), and which Nooks disposition labels count as a positive handoff.

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