Event id: deal.meeting_processed
The deal-scoped version of After a meeting. It only fires for meetings that Doris matched to a deal, and it hands the flow both the meeting and the deal.
When it fires
After a meeting finishes processing, once for each deal the meeting is linked to. A call that covers two opportunities fires the flow twice, once per deal, each run carrying its own deal.
What the flow receives
- Meeting — The processed meeting, expandable into transcript, summary, attendees, and extracted signal
- Deal — The linked deal, expandable into stakeholders, commitments, objections, competitors, and prior meetings
- Owner — The Doris user the meeting belongs to
- Deal state — Whether the deal is currently active, and whether it is already closed
Good uses
- Update deal fields in the CRM from what was said on the call
- Re-score the deal against a qualification framework after every conversation
- Notify the deal owner when a new risk or objection surfaced
- Append a call recap to the deal’s CRM notes
Things to know
- A meeting with no deal link does not fire this trigger at all. Use After a meeting if you need those calls too.
- Both this and After a meeting fire for a deal-linked call. Building a flow on each means two runs for one meeting.
- The event tells you whether the deal is closed. Add a Continue if on that field if the flow should skip closed deals.
- Deal linking depends on your CRM connection and on Doris matching attendees to the account. A meeting that has not been matched yet will not fire this trigger.
This is the right trigger for most post-call automation. It gives you the deal without a lookup step, and it never runs on internal calls.
