What teams see
- Work waits between receive notes and parse transcript.
- Owners reconstruct status from Microsoft 365 and Salesforce.
Sales
Sales discovery to structured CRM
Important details from discovery calls and notes do not reach the CRM consistently, weakening follow-up and forecasting.
Business problem
Important details from discovery calls and notes do not reach the CRM consistently, weakening follow-up and forecasting.
Why it happens
- No shared state spans Microsoft 365, Salesforce, Jira.
- Decision and exception rules are applied inconsistently.
Why it becomes expensive
- Capacity is consumed by coordination and rework.
- Late exceptions weaken visibility and service quality.
Business outcomes
- Shorter record audit cycle
- Fewer handoff and missing-information exceptions
- Clear ownership from receive notes to record audit
- Inspectable decisions and recovery
Measurable KPIs
- Turnaround time: Elapsed time from receive notes to record audit.
- Manual intervention rate: Share of items needing a person outside defined review conditions.
- Exception age: Time unresolved exceptions remain without a completed action.
- Successful completion rate: Share of valid workflow items completing without terminal failure.
How the workflow works
- Receive notes — Accept and identify the sales discovery to structured crm trigger. Microsoft 365
- Parse transcript — Execute parse transcript with validated sample data and an auditable result. Microsoft 365
- Extract discovery fields — Execute extract discovery fields with validated sample data and an auditable result. Salesforce
- Check missing facts — Execute check missing facts with validated sample data and an auditable result. Jira
- Rep review — Execute rep review with validated sample data and an auditable result. SEIDO Review Queue
- Update opportunity — Execute update opportunity with validated sample data and an auditable result. Salesforce
- Create follow-up tasks — Execute create follow-up tasks with validated sample data and an auditable result. Jira
- Record audit — Execute record audit with validated sample data and an auditable result. Microsoft 365
- Audit and KPI update — Persist the execution outcome, audit facts and workflow measurement events. SEIDO execution store
Integrations and ownership
- Microsoft 365: Provide workflow input
- Salesforce: Lookup and update context
- Jira: Receive controlled outcome
Human responsibility: Revenue operations manager
Failure and recovery
Microsoft 365 is temporarily unavailable.
Retry with capped exponential backoff; preserve the run and move it to the inspectable failure queue after the limit.
Required data for parse transcript is malformed or missing.
Stop downstream actions and show the missing fields, source evidence and correction action to the named reviewer.
The trigger or provider event is delivered more than once.
Return the existing execution identified by the idempotency key and do not repeat downstream business actions.
The human decision expires before completion.
Escalate to the configured substitute, retain the original request and record both expiry and reassignment.
When not to build this
- Monthly volume is too low to justify integrating Microsoft 365, Salesforce, Jira.
- An existing configured platform already handles sales discovery to structured crm with adequate ownership and reporting.
- Reliable source data or supported API access is unavailable.
- No business owner has authority to define the decision and exception rules.
Related workflows
Intelligent inbound lead routingLeads arrive through disconnected forms, inboxes and campaigns and are assigned too slowly or to the wrong owner.Lead qualification and account-fit workflowSales representatives spend valuable time manually investigating prospects that do not match the commercial profile.Proposal and scope generation workflowSales teams repeatedly copy opportunity data, notes and commercial terms into proposals, creating delay and inconsistency.