SALES
Closed-Won Voice Brief to AE Slack for Onboarding Handoff
When a HubSpot deal flips to Closed Won, generate a short narrated audio brief from the deal summary with ElevenLabs and post it to the AE's Slack so they can hand off context…
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal enters Closed WonHubSpot
- ActionFetch deal, contact, and recent notesHubSpot
- LogicBranch script template by deal size and contract type
- ActionDraft narratable recap scriptOpenAI
- ActionRender script to MP3 voice briefElevenLabs
- OutputPost audio brief to owning AE's Slack DMSlack
What it does
The moment a deal closes, this builds a 60-90 second narrated audio recap of the win and drops it directly into the account executive's Slack DM. Instead of typing a handoff note, the AE gets a ready-to-forward voice brief covering who bought, what they bought, why, and the next step for onboarding.
When to use it
Use it when your AEs habitually skip written handoffs and onboarding starts cold. A spoken brief is faster to consume than a wall of CRM notes and carries the nuance (tone, urgency, gotchas) that fields lose. Best for teams running HubSpot deals with a clear Closed Won stage.
How it works
- 1A HubSpot deal-stage-change webhook fires when a deal enters Closed Won.
- 2The flow pulls the full deal record, primary contact, and recent notes from HubSpot.
- 3A logic step checks the deal amount and contract type to pick the right script template (SMB vs. enterprise framing).
- 4OpenAI drafts a tight, narratable script from the deal facts.
- 5ElevenLabs renders the script to an MP3 in the AE's chosen voice.
- 6The audio file is posted to the owning AE's Slack DM with a one-line text summary and a link to the deal.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ElevenLabsText-to-speech, voice cloning.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
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