SALES
Pair the demo recording with matched assets in a follow-up email
When a Zoom demo recording finishes processing, it pulls the recording link, picks relevant assets from the Google Drive library, drafts a recap with timestamped highlights.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom demo recording completesZoom
- LogicMatch meeting + deal to collateral categoryHubSpot
- ActionSearch Drive for matching assetsGoogle Drive
- ActionDraft recap with timestamped highlightsOpenAI
- OutputEmail recording link plus asset bundleGmail
What it does
Turns a finished demo recording into a complete follow-up. It grabs the Zoom recording, selects supporting collateral from Drive, and sends the prospect a recap email that links the recording alongside the assets that reinforce what they saw.
When to use it
Use it when you record demos in Zoom and want prospects to rewatch with the right supporting material in hand. Great for technical or multi-stakeholder sales where buyers share the recording internally.
How it works
- 1A Zoom 'recording completed' event triggers the flow with the meeting and recording metadata.
- 2Logic matches the meeting topic and the linked HubSpot deal to a collateral category.
- 3Google Drive is searched for the matching assets and their links are gathered.
- 4OpenAI writes a recap email with a few timestamped highlights and a sentence per linked asset.
- 5Gmail sends the prospect the recording link plus the asset bundle, CC'ing the rep.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 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.
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