SALES
Generate a Loom demo script when a HubSpot deal enters Demo stage
When a HubSpot deal moves into the Demo stage, drafts a per-prospect Loom walkthrough script from the deal's CRM context and emails it to the assigned rep with a Loom recording…
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal enters Demo stageHubSpot
- LogicConfirm stage match and owner assigned
- ActionFetch deal, company, and recent notesHubSpot
- ActionDraft personalized Loom scriptOpenAI
- ActionCreate Loom recording linkLoom
- OutputEmail script + Loom link to repGmail
What it does
The moment a deal enters your Demo or Evaluation stage in HubSpot, this workflow pulls the prospect's company, industry, deal size, and noted pain points, then writes a tailored 90-second Loom script the rep can read on camera. The script and a fresh Loom recording link land in the rep's inbox so the personalized demo goes out same-day instead of getting buried.
When to use it
Use it if your reps know personalized Loom videos convert but never find time to write the script. It removes the blank-page problem and keeps follow-up speed high right when buying intent peaks.
How it works
- 1A HubSpot deal-stage-change webhook fires when a deal enters the configured stage.
- 2A filter confirms the new stage matches Demo/Evaluation and the deal has an assigned owner.
- 3The deal, associated company, and recent note/activity context are fetched from HubSpot.
- 4OpenAI drafts a structured Loom script: hook, two value points tied to the prospect's stated pains, and a clear CTA.
- 5A Loom recording space is created and its share link captured.
- 6Gmail emails the assigned rep the script plus the Loom link.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect LoomVideo transcripts, libraries.
- 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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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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