SALES
Archive Narrated Deal Briefs to Dropbox for the Onboarding Team
When a deal closes in HubSpot, generate a narrated audio brief with ElevenLabs, save it to a per-account Dropbox folder, and notify the onboarding team in Slack with the file link.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal enters Closed WonHubSpot
- ActionFetch deal, company, and notesHubSpot
- ActionDraft structured handoff scriptOpenAI
- ActionRender script to MP3ElevenLabs
- LogicBuild dated per-account file path
- ActionUpload MP3 to account's Dropbox folderDropbox
- OutputNotify onboarding in Slack with file linkSlack
What it does
This turns each closed deal into a permanent narrated brief filed in Dropbox under the customer account, then pings onboarding in Slack with the link. Unlike a fleeting DM, the audio lives in the account's document folder so anyone who picks up the relationship later can replay the original sales context.
When to use it
Use it when onboarding and customer success need durable, searchable handoff records rather than ephemeral chat messages. Ideal for teams with high rep turnover or long onboarding cycles where the closing context matters months later.
How it works
- 1A HubSpot deal-stage-change webhook fires on Closed Won.
- 2The flow pulls the deal, company, and key notes from HubSpot.
- 3OpenAI drafts a structured handoff script: stakeholders, scope, promises made, and risks.
- 4ElevenLabs renders the script to an MP3.
- 5A logic step builds a dated, account-named file path.
- 6The MP3 is uploaded to the matching Dropbox account folder.
- 7A Slack message to the onboarding channel links the new file and 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 DropboxFiles and folders.
- 5Connect SlackChannels, DMs, threads, mentions.
- 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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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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