MARKETING
End-of-Day Booth Lead Digest to Gmail and Slack
On a daily schedule, pulls the day's OCR'd badge leads from Airtable, summarizes counts and top accounts.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires at end-of-day time
- ActionQuery Airtable for today's badge leadsAirtable
- ActionSummarize counts, tiers, top accounts, per-rep totalsOpenAI
- LogicSkip delivery if zero leads captured
- ActionEmail recap to the sales leadGmail
- OutputPost condensed summary to booth team SlackSlack
What it does
Wraps up each show day by compiling every badge scanned into a single recap — total leads, hot-lead breakdown, and notable companies — then delivers it by email and Slack so nobody reconstructs the day from memory.
When to use it
Run this once an evening during a multi-day event. It's for sales managers who want a reliable daily pulse on booth performance and a shareable summary for the wider team without opening the CRM.
How it works
- 1A scheduled trigger fires at the configured end-of-day time.
- 2The flow queries Airtable for all lead records created since the previous run.
- 3A summarization step rolls the records into counts by tier, top companies, and per-rep totals.
- 4A logic gate skips delivery on zero-lead days to avoid noise.
- 5The recap is emailed to the sales lead via Gmail.
- 6A condensed version is posted to the booth team's Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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