SALES
Research-Enriched Loom Video for High-Value Attio Accounts
Manually launched against a chosen Attio account, researches the company with Exa, scripts a relevant intro, renders a Replicate avatar clip onto your Loom pitch.
How it runs
The automated pipeline, trigger to output.
- TriggerRep manually triggers for an accountAttio
- ActionResearch company signals with ExaExa
- ActionDraft research-grounded intro scriptOpenAI
- ActionRender avatar clip in ReplicateReplicate
- ActionStitch onto Loom pitch videoLoom
- OutputNotify owner in Slack with link and summarySlack
What it does
Produces a deeply personalized video for a single high-value account on demand. It researches the company first, weaves a specific hook into the script, then assembles a Loom video and tells the rep in Slack it is ready to send.
When to use it
Use it for whale or strategic accounts where a generic intro is not enough. A rep triggers it for one account and gets a research-grounded personalized video without doing the recording or the homework themselves.
How it works
- 1A rep manually triggers the flow for a selected Attio account.
- 2Exa pulls recent company signals such as news, hiring, or product launches.
- 3The flow drafts an intro script that opens with a specific, researched hook.
- 4Replicate renders the avatar clip from that script.
- 5The clip is stitched onto your evergreen Loom pitch into one video.
- 6Slack notifies the account owner with the Loom link and the research summary for review before sending.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect ReplicateImage, video, and model inference.
- 5Connect LoomVideo transcripts, libraries.
- 6Connect SlackChannels, DMs, threads, mentions.
- 7Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 8Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 9Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Sales workflows
Weekly MEDDIC Pipeline Audit from Zoom Calls
On a schedule, scans the week's Zoom discovery calls, scores each against MEDDIC.
Nudge stalled mutual action plan steps from a Trello board
Scans a shared mutual action plan Trello board on a schedule and emails the owner of any step whose due date has passed without movement, then flags it in Slack for the AE.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Self-Serve Spike to CSM Handoff
When a self-serve account's usage crosses an enterprise-grade threshold in the product DB, it flags the account in Airtable, drafts a sales-assist outreach email.
Zoom Discovery-Call MEDDIC Gap Detector
After a Zoom discovery call ends, transcribes it, scores the conversation against the six MEDDIC fields.
MEDDIC Gap Sync to HubSpot Deal Properties
Transcribes a finished Zoom discovery call, extracts MEDDIC details, and writes structured values into custom HubSpot deal properties while logging the call as a timeline note.
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.