SALES
Post-Call CRM Update with Drafted Follow-Up Email
After a sales call ends, updates the Salesforce opportunity with extracted details and drafts a personalized follow-up email in Gmail for the rep to review and send.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionFetch transcriptZoom
- ActionExtract outcome and next stepOpenAI
- LogicMatch and update opportunitySalesforce
- ActionCompose follow-up emailOpenAI
- OutputSave Gmail draft for reviewGmail
What it does
Closes the loop after a call in one pass: it logs the structured outcome to Salesforce and writes the follow-up email the rep would have written anyway. The draft references what was actually discussed and the agreed next step, so the rep just reviews and hits send.
When to use it
Use it when reps lose momentum because post-call admin and writing follow-ups eat their selling time. This collapses both into a single automated step that keeps a human in the loop on the outgoing message.
How it works
- 1A Zoom recording-completed event triggers the flow.
- 2The transcript is fetched from Zoom.
- 3An OpenAI step extracts the call outcome, next step, and key talking points.
- 4A logic step matches the call to a Salesforce opportunity and updates its stage and notes.
- 5A second OpenAI step composes a personalized follow-up email referencing the discussion.
- 6It saves the email as a Gmail draft addressed to the prospect for the rep to review and send.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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.
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.