SALES
Spin up a per-prospect Drive folder of tailored assets and share it
After a demo, it creates a dedicated Google Drive folder for the prospect, copies the relevant library assets into it, sets sharing permissions.
How it runs
The automated pipeline, trigger to output.
- TriggerDeal reaches post-demo stage in HubSpotHubSpot
- LogicResolve asset set from segment + product interest
- ActionCreate prospect folder, copy assets, set sharingGoogle Drive
- ActionDraft recap email referencing the folderOpenAI
- OutputSend folder link via Outlook and log URL to dealOutlook
What it does
Gives each prospect their own branded asset hub instead of a wall of attachments. It builds a per-prospect Google Drive folder, copies in the matched collateral, opens the right sharing access, and sends one clean folder link.
When to use it
Use it when prospects ask for 'everything in one place' or when buying committees need a shared space. Better than email attachments for deals with many stakeholders or long evaluation cycles.
How it works
- 1A HubSpot deal reaching the post-demo stage triggers the flow with company and contact details.
- 2Logic resolves the asset set from the deal's segment and product interest.
- 3Google Drive creates a new folder named for the prospect, copies the matched library files into it, and applies view permissions for the contact's domain.
- 4OpenAI drafts a short recap email pointing to the shared folder.
- 5Outlook sends the contact the folder link, CC'ing the rep, and the folder URL is written back to the HubSpot deal.
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 OutlookMail, calendar, contacts.
- 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.