SALES
End-of-Day Booth Scan Recap and Team Digest
At the close of each show day, aggregates that day's badge scans from Airtable into a metrics digest with top accounts and station performance.
How it runs
The automated pipeline, trigger to output.
- TriggerEnd-of-day schedule fires the recap
- ActionPull today's scans from AirtableAirtable
- LogicAggregate totals, hot count, top stations and accounts
- ActionPost recap digest to team Slack channelSlack
- OutputEmail the digest to the event lead via GmailGmail
What it does
Gives the team a clean read on each event day: how many leads, how many hot, which booth stations and reps scanned the most, and the notable companies captured. It posts the recap to Slack and emails the lead.
When to use it
Use it nightly during a multi-day conference so leadership can adjust staffing and messaging tomorrow based on what worked today, instead of waiting for a post-show report.
How it works
- 1An evening schedule trigger fires at the end of the show day.
- 2The day's scans are pulled from Airtable, filtered to today's date.
- 3A summarization step computes totals, hot-lead count, top scanning stations and reps, and a list of notable companies.
- 4A formatted recap is posted to the team Slack channel.
- 5The same digest is emailed to the event lead via Gmail as the closing output.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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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