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Elastic / FE Copilot Workflow

Workflows live in Elastic.

Three automations running in Kibana. Fire any to see the end-to-end loop close in real time.

Workflow 1
Post-meeting
Transcript lands in Elasticsearch. Kibana fires the webhook. FE Copilot runs the Post-Meeting agent and writes to Salesforce + Slack.
fec-transcript-inbox -> Kibana rule -> Agent -> SFDC + Slack
Workflow 2
Orphan action items
High-impact action items with no owner are detected in post-meeting records. Kibana auto-creates a Salesforce task assigned to the account owner.
fec-post-meetings -> Kibana rule -> SFDC task
Workflow 3
Renewal defense
Three or more risk signals on an account trigger the Renewal Defender. Generates a retention play and creates a Salesforce task for the account owner.
3+ risk signals -> Retention play -> SFDC task
Activity log auto-refreshes every 15s
No activity yet. Fire a workflow above.