SALES
Real-Time Slack Alert for Hot Booth Leads
Watches the incoming badge-scan stream and, the instant a high-value lead is scanned.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge scan received via webhookHTTP webhook
- LogicQualify as hot by title, size, priority list
- ActionPost claimable alert to sales Slack channelSlack
- OutputRecord claiming rep to scan log in AirtableAirtable
What it does
Gives your floor team a live tap on the shoulder. When a scan matches your hot-lead criteria, it fires a Slack message with the lead's name, title, company, and booth station, plus a claim button so one rep owns the follow-up.
When to use it
Use it during the show itself, not after. It is for teams who want to catch decision-makers while they are still standing at the booth rather than emailing them next week.
How it works
- 1A webhook receives each badge scan as it happens.
- 2A qualification branch checks title, company size, and any priority-account list to decide if the lead is hot.
- 3Non-hot scans are dropped so the channel stays signal-only.
- 4For hot leads, Slack posts a rich message to the sales channel with lead details and a Claim action.
- 5The claim response writes the owning rep back to the scan log as the output, preventing two reps chasing the same person.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect AirtableBases, tables, views, automations.
- 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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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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