SALES
Daily batch: send follow-up packets for all demos completed yesterday
Runs each morning, finds every HubSpot deal marked demo-complete in the last 24 hours, builds a tailored Drive asset bundle for each.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionQuery HubSpot for demos completed in last 24hHubSpot
- LogicLoop deals and map to target asset sets
- ActionSearch Drive per deal for matching assetsGoogle Drive
- ActionDraft tailored recap emailsOpenAI
- OutputSend packets and post Slack summaryGmail
What it does
Processes all of yesterday's demos in a single scheduled run. For each completed demo it assembles the right asset bundle from Drive and sends a tailored follow-up, so no demo slips through the cracks overnight.
When to use it
Use it when you'd rather batch follow-ups once a day than fire them in real time — useful for teams that want to review the morning queue, or when demos cluster at the end of the day. A reliable safety net against forgotten follow-ups.
How it works
- 1A daily morning schedule triggers the run.
- 2HubSpot is queried for all deals that entered the 'Demo Completed' stage in the last 24 hours.
- 3Logic loops over each deal, mapping its industry and use case to a target asset set.
- 4Google Drive is searched per deal for the matching assets and links.
- 5OpenAI drafts each tailored recap email.
- 6Gmail sends every packet, and a summary of sends is posted to the sales channel in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 5Connect SlackChannels, DMs, threads, mentions.
- 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.