Flag churn and expansion signals from Google Meet calls in Salesforce
Every weekday at 8am, scan yesterday's customer calls for risk and growth signals, log a Salesforce task on the account, and ping the right CSM in Slack.
Google Meet
Salesforce
SlackCustomer SupportSalesNotifications & AlertsMeeting WorkflowsFeedback TriageEvery weekday at 8am, scan yesterday's Google Meet customer calls for churn and expansion signals, then push the findings into Salesforce and ping the right CSM in Slack.
Use Google Meet List Conference Records to find calls that ended in the last 24 hours, then List Transcripts and List Transcript Entries to read what was actually said on each call.
For each call, match the external attendee's email domain to a Salesforce account using a SOQL Query (or Get Many Accounts). Then have the agent classify the call as healthy, at risk, or expansion opportunity by looking for concrete signals like budget cuts, sponsor changes, competitive mentions, contract complaints, missed value moments, or buy more requests.
Create a Salesforce Task on the matching account with the risk level, the two or three most telling quoted signals from the transcript, and a recommended next step for the CSM.
For any call rated at risk, also Send a Slack Message to the account owner in a configurable channel summarizing the call and tagging them so they see it.
Skip internal only meetings where every attendee is on the same workspace domain. Skip accounts that already have an open Task from this workflow in the last 7 days so the CSM does not get duplicate noise.
Additional information
What does this prompt do?
- Pulls yesterday's customer Google Meet calls and reads the transcripts.
- Classifies every call as healthy, at risk, or expansion opportunity using concrete signals like budget cuts, sponsor changes, competitive mentions, or buy more requests.
- Files a Salesforce task on the matching account with the risk level, two or three quoted signals, and a recommended next step for the CSM.
- Pings the account owner in Slack on any at risk call so they can act before the renewal slips.
What do I need to use this?
- A Google Workspace account with access to Google Meet transcripts.
- A Salesforce login with permission to read accounts and create tasks.
- A Slack workspace and a channel where customer success alerts should land.
How can I customize it?
- Change what time it runs or how far back it looks for calls.
- Adjust the signals the agent watches for, like adding pricing pushback or feature gaps your team cares about.
- Pick which Slack channel gets at risk alerts and whether the account owner is tagged by name.
Frequently asked questions
Will this work if my team uses Zoom instead of Google Meet?
What happens for internal meetings where no customer was on the call?
How does it avoid spamming the CSM with duplicate tasks?
Does it need every meeting to be recorded?
Can I send the at risk alert as a direct message instead of to a channel?
Related templates
Catch churn before renewal week.
Connect Google Meet, Salesforce, and Slack once, and Geni reads every customer call for risk and expansion signals each morning.