SALES
Draft a demo follow-up packet and route it for rep approval in Slack
Assembles a tailored asset bundle and draft email after a demo, then posts it to the rep in Slack for one-click approval before Gmail sends it.
How it runs
The automated pipeline, trigger to output.
- TriggerHigh-value deal hits 'Demo Completed'HubSpot
- ActionSearch Drive for segment-matched assetsGoogle Drive
- ActionDraft email and per-asset rationaleOpenAI
- ActionPost packet to rep with Approve/Edit buttonsSlack
- LogicOn approval, proceed to send; else hold
- OutputSend approved packet to prospectGmail
What it does
Prepares the full follow-up (matched Drive assets plus a drafted email) but stops short of sending. It posts the proposed packet to the owning rep in Slack so they can approve, edit, or swap assets before anything goes to the prospect.
When to use it
Use it on larger or sensitive deals where an autonomous send is too risky, but you still want the grunt work of picking assets and drafting copy done for the rep. Ideal for teams that want speed without giving up final say.
How it works
- 1A HubSpot deal crossing a 'Demo Completed' stage above a deal-amount threshold fires the trigger.
- 2Google Drive is searched for assets matching the deal's product line and segment, returning candidate files.
- 3OpenAI drafts the recap email and a short rationale for each chosen asset.
- 4The draft, asset list, and Approve/Edit buttons are posted to the rep's Slack channel.
- 5Logic waits for the rep's response; on Approve, Gmail sends the packet, otherwise it logs the edit request and holds.
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 SlackChannels, DMs, threads, mentions.
- 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.