Auto-post AE deal-prep briefs from Nooks meetings to Slack with Gong

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.

Additional information

What does this prompt do?

Checks Nooks every 15 minutes for calls that just got tagged with a positive 'meeting booked' outcome.
Pulls the prospect, company, rep, and booked meeting time from Nooks so the AE sees the full context.
Finds the matching Gong recording for the call and grabs three talking points from the transcript.
Posts a tidy handoff brief to your AE channel in Slack with a direct link to the Gong call.

What do I need to use this?

A Nooks workspace with the dialer in use and meeting dispositions configured.
A Gong account where the SDR's calls are getting recorded.
A Slack workspace and a channel where AEs receive handoffs.

How can I customize it?

Change the check cadence (every 5, 10, or 30 minutes) if your team needs faster or slower handoffs.
Swap which Nooks outcomes count as a positive handoff (for example, only 'meeting booked' vs. also 'demo scheduled').
Pick a different Slack channel, or route to the AE's DM based on the account owner.

Frequently asked questions

Will this work if our team uses custom disposition names in Nooks?

Yes. The agent reads your workspace's actual disposition list from Nooks at runtime, so it adapts to whatever labels your team has set up (like 'Meeting Booked', 'Demo Scheduled', 'Discovery Set').

What if the SDR's call wasn't recorded in Gong?

The agent still posts the handoff with the prospect and company context. The Gong recording link is included only when a matching call is found, so the AE always gets the brief either way.

How does it match the Nooks call to the right Gong recording?

It looks up Gong calls by the SDR's email and the wall-clock time the Nooks call actually happened, then picks the closest match so you get the right recording.

Can we route handoffs to different channels by team or territory?

Yes. You can tell the agent to look at the account owner, region, or product line and post to the matching AE channel instead of a single shared one.

Will it post duplicate briefs if the disposition changes later?

No. The 15-minute window only catches calls whose meeting was booked in that interval, so each handoff fires once at the moment the SDR marks the outcome.