SALES
Research-driven follow-up packet with AI-curated assets and competitor framing
An agent researches the prospect's company, intelligently curates the best-fit assets from the Drive library, writes a recap that addresses their stated objections.
How it runs
The automated pipeline, trigger to output.
- TriggerStrategic deal moves to post-demo with notesHubSpot
- ActionResearch prospect company and competitorsPerplexity
- ActionEvaluate and curate best-fit Drive assetsGoogle Drive
- ActionCompose objection-aware recap emailOpenAI
- OutputSend packet and log rationale to HubSpotGmail
What it does
Goes beyond rule-based matching: an agent reads the deal notes and call recap, researches the prospect's company and likely priorities, then reasons over the Drive library to pick and order the most persuasive assets — framing the email around the prospect's actual objections.
When to use it
Use it for competitive or complex deals where a templated bundle isn't enough and the follow-up needs real judgment about which proof points will move the deal. Best for strategic accounts where one great follow-up is worth the extra compute.
How it works
- 1A HubSpot deal moving to post-demo with notes attached triggers the agent.
- 2The agent reads the deal notes and uses Perplexity to research the prospect's company, market, and competitors.
- 3It browses the Google Drive library, evaluating each asset against the prospect's stated needs and objections.
- 4OpenAI composes a recap email that directly answers objections and explains why each curated asset matters.
- 5Gmail sends the packet, and the agent logs its asset rationale back to the HubSpot deal as a note.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.