Sales workflows

Scores each closed discovery call's notes for completeness; if rich enough, auto-builds and sends a Loom recap.

Every weekday morning, Hive finds discovery calls closed the prior day, generates a Loom recap for each, sends them to prospects.

Two weeks before each scheduled QBR, pulls account usage, support, and CRM signals and drafts a one-page save-deal brief in Coda so the account team walks in prepared.

Triggered manually on a chosen HubSpot list, this researches each account with Brave Search, generates a one-of-one ElevenLabs voice memo per prospect, files the clips to Dropbox.

Manually launched against a chosen Attio account, researches the company with Exa, scripts a relevant intro, renders a Replicate avatar clip onto your Loom pitch.

When a Zoom call recording transcript is ready, Hive summarizes it, narrates the summary, generates a Loom recap video, and emails it to the matched Salesforce contact.

An agent that investigates a flagged drifting mutual action plan end to end — reading the deal history, deciding the right recovery move per silent milestone, and executing nudges.

Runs each morning, finds every HubSpot deal marked demo-complete in the last 24 hours, builds a tailored Drive asset bundle for each.

Assembles a tailored asset bundle and draft email after a demo, then posts it to the rep in Slack for one-click approval before Gmail sends it.

On a webhook intent signal that an account has repeatedly visited the pricing page, this researches the company with Brave Search, scripts a tailored ElevenLabs voice memo.

When a deal closes in HubSpot, generate a narrated audio brief with ElevenLabs, save it to a per-account Dropbox folder, and notify the onboarding team in Slack with the file link.

Detects funding rounds, branches on round size to assign a play (AE-led vs. nurture).

Receives a funding alert via webhook, runs deep research on the company, and delivers a structured pre-call brief to the rep in Slack with an Attio task linking back…

When a buyer replies to a deal thread in Gmail, an agent extracts any commitments or next steps and adds them as owned, due-dated items on the Monday mutual-action-plan board.

On a daily schedule, transcribes every voice memo captured that day, logs each as an Attio activity.

Transcribes a post-meeting voice memo, scores deal risk from the language used, always logs the recap to Attio.

Receives a usage-anomaly webhook from your product analytics, confirms the account is in a renewal window and the drop is real.

Routes incoming demo requests by deal-size signal: enterprise leads get a rep Slack handoff, SMB leads get an auto-generated Loom emailed and logged to Salesforce.

When an AE tags a Front conversation as closed-won, this builds a structured handoff packet in Notion from the deal's Salesforce record and emails the assigned CSM a link.

An agent takes the top whitespace accounts from the TAM gap analysis, researches each company live on the web, and writes a one-page outreach brief into Notion for the owning AE.

When a Zoom demo recording finishes processing, it pulls the recording link, picks relevant assets from the Google Drive library, drafts a recap with timestamped highlights.

When a pricing revisit signal arrives, an agent researches the company, scores fit and intent, books the meeting on the best-matched AE's calendar, and updates the HubSpot deal.

Detects enterprise-sized buying signals in Intercom, enriches the company with web research, and creates a high-value Attio deal routed to the enterprise team in Slack.

When a prospect replies to outreach via a webhook, classifies the reply intent and, for warm or objection replies.

When a HubSpot contact's job-change property updates, this verifies the new role with Brave Search, scripts a congratulatory ElevenLabs voice memo.

When a prospect replies asking for a demo or pricing, parses the email, enriches the sender against HubSpot, drafts a Loom script answering their specific question.

When a Salesforce opportunity moves to 'Discovery Complete', Hive assembles a personalized Loom recap video covering pain points, next steps, and timeline.

Transcribes a rep's voice memo, pulls out every committed next step with its owner and due date, logs the call in Attio.

An agent researches the prospect's company, intelligently curates the best-fit assets from the Drive library, writes a recap that addresses their stated objections.

Transcribes a rep's voice memo, researches the mentioned account on the web for fresh signals, merges both into an enriched account brief.

On a HubSpot deal advancing past discovery, Hive builds a personalized Loom recap, emails it to the prospect via Outlook.

When a new account is created in Attio, generates a Replicate avatar intro clip tailored to that company, stitches it onto your base Loom pitch.

When a HubSpot contact hits a lifecycle stage, generates an ElevenLabs voiceover and Replicate avatar clip in your brand voice, stitches it onto your Loom pitch.

Watches for completed Zoom win/loss interview recordings, extracts the objections and competitor mentions from each transcript.

On a weekly schedule, aggregates talk-ratio and call-outcome metrics across all recorded Zoom calls, ranks reps, and posts a coaching leaderboard plus a Notion summary.

Scans each finished sales call transcript for named competitors, and when one is flagged as a real threat.

Listens for a website activity webhook, checks whether the visitor maps to a stalled HubSpot deal.

When an Outlook email asks for pricing, an AI step summarizes the deal context from the thread, drafts quote inputs into a Postgres pipeline table.

When a high-risk call has no follow-up activity logged after a set window, drafts a personalized recovery email from the call's commitments and queues it in Gmail as a draft…

Every Monday it ranks open deals by how badly their mutual action plans have drifted and delivers a leadership digest to Slack and Notion.

Right after a Zoom sales call, drafts a clear recap email of the mutual commitments both sides made and sends it to the prospect via Gmail with the rep cc'd.

Cross-references Salesforce open deals against recent Gmail thread activity, flags deals with no buyer contact in N days.

When a contact from a closed-lost account replies to a re-engagement email, it classifies intent, re-opens warm deals in HubSpot.

When a buyer-owned close-plan step goes overdue, an OpenAI model drafts a tactful nudge email referencing the specific task and saves it to the AE's Gmail drafts for one-click…

OCRs a scanned badge, scores the lead by job title and company against your ICP, and either fires an instant personalized Gmail intro for hot prospects or queues warm leads…

An agent enriches each closed discovery call with fresh web research on the prospect's company, writes a tailored recap referencing their context.

Watches outbound Gmail threads to key prospects and, when a contact goes silent for too many days, drafts a context-aware follow-up and alerts the rep so no warm thread dies…

Tracks declining license seat utilization across accounts heading into renewal, builds a weekly prioritized risk report.

Watches for accounts that have stopped using the features most correlated with retention.

Detects accounts whose weekly product usage has dropped sharply ahead of renewal, drafts a tailored save-play, and assigns the owning AE a ClickUp task with the talking points.

When an outbound sales email goes unanswered past a set window, drafts follow-ups to additional contacts on the Salesforce opportunity and posts the plan to the deal's Slack…

On a daily schedule, scans recent win/loss interview entries in Salesforce, detects when any objection theme is trending sharply above its baseline.

Detects accounts whose product usage jumps sharply week-over-week in Snowflake, enriches them with Salesforce context.

Every Friday this compiles each active mutual action plan's progress from Monday into a personalized status email per customer over Gmail.

Every Friday, compile all of the week's Closed Won deals from HubSpot into a single narrated audio digest with ElevenLabs and post it to the team's sales-wins Slack channel.

When a HubSpot deal flips to Closed Won, generate a short narrated audio brief from the deal summary with ElevenLabs and post it to the AE's Slack so they can hand off context…

An AE triggers a Slack command with a HubSpot deal ID, and the flow generates an ElevenLabs narrated recap on demand and replies in-thread with the audio file.

When a HubSpot deal closes above a revenue threshold, ElevenLabs narrates a concise executive brief and posts it to the leadership Slack channel.

When a Zoom sales call finishes recording, transcribe it, score deal risk (1-100) against MEDDIC signals.

Analyzes each recorded sales call for buying signals and risk language, updates a deal health score in HubSpot, and escalates at-risk deals to the sales manager.