SALES
Reclaim Booth Visitors Who Skipped Their Booked Demo
Each evening during the event, finds badge-scanned visitors who booked a demo slot but never scanned in at the demo station.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule after demo hours
- ActionRead bookings and station scans from AirtableAirtable
- LogicCompute no-show set
- ActionSend re-engagement rebook emailGmail
- ActionCreate rep follow-up calendar reminderGoogle Calendar
- OutputAdd chase card to rep Trello boardTrello
What it does
Visitors who book a booth demo and then no-show are warm leads slipping away. This workflow runs nightly during the event, compares your demo-booking list against actual demo-station scans, and finds the gap. Each no-show gets a friendly re-engagement email offering a virtual rebook, and the assigned rep gets a calendar reminder plus a Trello card to personally chase the lead the next morning.
When to use it
Use at multi-day events where visitors pre-book demo slots and you track demo-station attendance via badge scans. Ideal for recovering high-intent leads who got pulled away on the show floor.
How it works
- 1A nightly schedule trigger fires after demo hours close.
- 2Booked demo slots and actual demo-station scans are read from Airtable.
- 3A logic step computes the no-show set by finding booked visitors with no station scan.
- 4Each no-show receives a tailored re-engagement email with a virtual rebooking link via Gmail.
- 5A follow-up reminder event is created on the rep's Google Calendar for the next morning.
- 6A chase card per no-show is added to the rep's Trello board with visitor context.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Connect Google CalendarEvents, attendees, availability.
- 4Connect TrelloKanban boards for everything.
- 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.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.