SALES
Build a tailored post-demo follow-up packet from a Drive asset library
When a HubSpot deal moves to 'Demo Completed', it picks the right assets from your Google Drive library based on the prospect's industry and use case.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal moves to 'Demo Completed'HubSpot
- LogicMap industry + use case to target asset set
- ActionSearch Drive library for matching assets and get linksGoogle Drive
- ActionDraft tailored recap emailOpenAI
- OutputSend packet to contact, CC repGmail
What it does
Automatically produces a personalized post-demo follow-up for each prospect: the right one-pagers, case studies, and pricing sheets from your Google Drive library, wrapped in a tailored recap email. No more rep-by-rep guessing about which collateral to send.
When to use it
Use it when your reps run a lot of demos and the follow-up quality is inconsistent — wrong assets, slow turnaround, or generic emails. Best for teams that keep a curated collateral library in Google Drive and track deal stages in HubSpot.
How it works
- 1A HubSpot deal-stage change to 'Demo Completed' fires the trigger, carrying the deal, contact, industry, and use-case properties.
- 2Logic maps the prospect's industry and use case to a target asset set (e.g. fintech + compliance → SOC2 brief, fintech case study, ROI sheet).
- 3Google Drive is searched for the matching files in the library folder, and their shareable links are collected.
- 4OpenAI drafts a concise recap email referencing what was shown in the demo and why each linked asset is relevant.
- 5Gmail sends the packet to the contact, CC'ing the owning rep.
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.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.