LEAD GENERATION
Compile a Post-Event Reconciliation Digest of Scans, Matches, and Booked Meetings
After the conference ends, this scheduled workflow reads the reconciled Airtable roster, tallies net-new versus existing leads and meetings booked.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled run the morning after event end
- ActionRead reconciled roster and meetings from AirtableAirtable
- LogicTally tags, net-new count, and meetings-booked rate
- OutputEmail leadership the recap with deduped CSV via GmailGmail
What it does
Leadership wants one honest number after a show: how many real, new leads did we get, and how many turned into meetings? This workflow reads the fully reconciled Airtable roster, computes the breakdown — total scans, unique people, net-new, existing contacts, customers, and intro meetings booked — and sends a tidy recap so the team isn't arguing over raw scan counts.
When to use it
Schedule it to run the day after the event closes, once dedupe and meeting-booking flows have finished. Use it to wrap each conference with a defensible ROI summary instead of an inflated badge-scan total.
How it works
- 1A scheduled trigger fires the morning after the event end date.
- 2The flow reads the reconciled roster and meeting records from Airtable.
- 3It tallies scans, unique people, and each lead tag, plus how many intro meetings were booked.
- 4It computes a net-new lead count and a meetings-booked rate against unique attendees met.
- 5It emails leadership a formatted recap via Gmail with the deduped lead list attached as a CSV.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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