LEAD GENERATION
Auto-Draft Post-Event Follow-Ups for Qualified Attendees
After the event, takes the deduped qualified attendee list, logs each as a Salesforce lead.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run on finalized attendee list
- ActionCreate or update lead in SalesforceSalesforce
- ActionDraft personalized follow-up copyOpenAI
- LogicSkip attendees missing a business email
- OutputCreate reviewable draft in GmailGmail
What it does
The deals you lose after a conference are usually the ones nobody followed up with fast enough. This workflow takes your cleaned, qualified attendee list, creates each person as a lead in Salesforce, and generates a tailored follow-up email draft in Gmail that references the specific event and the attendee's role — leaving every draft ready in the rep's outbox for a quick human review before sending.
When to use it
Run it the day after the event closes, once your attendee list is deduped and ICP-scored, when you want personalized outreach drafted at scale without reps writing each one from scratch.
How it works
- 1A manual run kicks off against the finalized qualified-attendee table in Airtable.
- 2For each attendee, a Salesforce step creates or updates the lead with event source and score.
- 3An OpenAI step drafts a personalized follow-up referencing the event, the booth topic, and the attendee's title.
- 4A logic step skips anyone missing a valid business email so no broken drafts are produced.
- 5A Gmail draft is created for each valid attendee, ready for the rep to review and send.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 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.
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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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.