SALES
Route high-value demo recaps to Loom plus a Slack deal room
On stage change to post-demo for deals above a value threshold, generates a Loom recap, emails the buyer.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal reaches post-demo stageHubSpot
- LogicBranch on deal value threshold
- ActionFetch deal, contact, and stakeholdersHubSpot
- ActionCreate Loom recap and capture linkLoom
- ActionEmail recap to buyerGmail
- OutputOpen Slack deal-room thread tagging teamSlack
What it does
This workflow gives large opportunities white-glove treatment after a demo. When a deal above your value threshold reaches the post-demo stage, it produces a personalized Loom recap for the buyer and simultaneously spins up an internal Slack deal-room thread so the account team, sales engineer, and manager coordinate the next steps in one place.
When to use it
Use it for enterprise or strategic pipeline where a single rep emailing a recap isn't enough — multiple internal stakeholders need visibility and the buyer expects a polished, multi-threaded follow-up.
How it works
- 1A HubSpot deal stage change to post-demo fires the trigger.
- 2A logic step checks the deal amount against the high-value threshold; small deals exit here.
- 3The flow gathers deal, contact, and stakeholder data from HubSpot.
- 4It creates a Loom recap recording for the rep, then captures the share link.
- 5Gmail sends the buyer the recap, and Slack opens a deal-room thread with the Loom link, deal summary, and @-mentions for the account team.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect LoomVideo transcripts, libraries.
- 3Connect GmailRead, draft, send, label.
- 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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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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