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Elastic / FE Copilot Workflow

Workflow live in Elastic.

FE Copilot ships with a Kibana alerting rule that watches the fec-transcript-inbox Elasticsearch index. When a transcript document lands, the rule fires a .webhook connector back to this backend, which invokes the Post-Meeting agent and writes the deal record to the Salesforce + Slack mocks. End-to-end: doc to workflow to agent to SFDC + Slack.

1.Demo button indexes a synthetic transcript into fec-transcript-inbox.
2.Kibana ES-query alerting rule (.es-query, 1-minute schedule) detects the new doc and fires a .webhook action.
3.Webhook hits /api/v1/workflows/triggered; backend looks up the doc, runs the Post-Meeting agent.
4.Agent writes Account, Opportunity, MEDDPICC, deal-health, ContentNote, Slack post to the SFDC + Slack mocks.

Kibana workflow status

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Fire a demo transcript

Indexes a Northwind Bank discovery transcript into fec-transcript-inbox. The rule polls every 60 seconds; a webhook fire should arrive within ~1 minute.

Renewal defense

Workflow #3. Three or more risk signals on an account in the last 14 days triggers Sage, the Renewal Defender. Posts a retention play to fec-renewal-plays and auto-creates a Salesforce task for the account owner.

Recent webhook fires (auto-refreshes every 15s)

No fires yet.