SALES
Turn an inbound demo-request reply into a tailored Loom script
When a prospect replies asking for a demo or pricing, parses the email, enriches the sender against HubSpot, drafts a Loom script answering their specific question.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound email to sales inboxGmail
- LogicClassify demo/pricing intentOpenAI
- ActionEnrich sender from HubSpotHubSpot
- ActionDraft tailored Loom scriptOpenAI
- ActionCreate Loom recording linkLoom
- OutputNotify rep in TeamsMicrosoft Teams
What it does
This workflow watches an inbound sales inbox for replies signaling demo or pricing interest. It reads the message, looks up the sender in HubSpot for company and deal context, and uses that plus the question they actually asked to draft a focused Loom script answering it directly. The rep is notified in Microsoft Teams with the script, the prospect's context, and a Loom recording link so they can respond personally within minutes.
When to use it
Use it when speed-to-lead matters and you want demo-intent replies answered with a personal video rather than a generic deck. It captures the question while it is fresh.
How it works
- 1A Gmail trigger fires on new inbound messages to the monitored sales address.
- 2OpenAI classifies whether the reply expresses demo or pricing intent; non-matching mail is ignored.
- 3The sender email is enriched against HubSpot for company, deal, and stage.
- 4OpenAI drafts a Loom script answering the specific question using the enriched context.
- 5A Loom recording link is created.
- 6The assigned rep gets a Microsoft Teams message with context, script, and Loom link.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect LoomVideo transcripts, libraries.
- 5Connect Microsoft TeamsChannels, chats, files.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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