SALES
Auto-generate a Loom recap video when a discovery call closes
When a Salesforce opportunity moves to 'Discovery Complete', Hive assembles a personalized Loom recap video covering pain points, next steps, and timeline.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity stage = Discovery CompleteSalesforce
- ActionFetch opportunity, contact, and call notesSalesforce
- ActionDraft personalized recap scriptOpenAI
- ActionRender narration audioElevenLabs
- ActionGenerate Loom recap videoLoom
- OutputEmail Loom link and log to SalesforceGmail
What it does
The moment a rep marks a discovery call as complete in Salesforce, this workflow produces a short, personalized Loom video that recaps what was discussed and emails it straight to the prospect, with no manual editing.
When to use it
Run this if your reps finish discovery calls and want a polished follow-up that reinforces value and momentum within minutes, instead of waiting hours to write a recap email by hand.
How it works
- 1A Salesforce opportunity stage change to 'Discovery Complete' fires the trigger.
- 2Hive pulls the opportunity record, contact details, and the rep's call notes.
- 3An LLM drafts a tight recap script: stated pains, proposed solution, agreed next steps.
- 4ElevenLabs renders the script into natural rep-style narration.
- 5Loom assembles the narration into a shareable recap video and returns the link.
- 6Gmail sends the prospect a personalized follow-up email embedding the Loom link, then logs the activity back on the Salesforce opportunity.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ElevenLabsText-to-speech, voice cloning.
- 4Connect LoomVideo transcripts, libraries.
- 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.