SALES
Send a Personalized Loom Recap After a Prospect Books a Meeting
When a prospect books a meeting on the calendar, this generates a personalized Loom that previews the agenda and confirms the time, emails it via Outlook.
How it runs
The automated pipeline, trigger to output.
- TriggerNew meeting booked on Google CalendarGoogle Calendar
- ActionPull booker + meeting topicGoogle Calendar
- LogicConfirm external prospect meeting
- ActionGenerate personalized Loom recapLoom
- ActionEmail Loom link via OutlookOutlook
- OutputLog interaction on Attio recordAttio
What it does
Replaces the bland calendar confirmation with a warm, personal video. The instant a prospect books a meeting, the workflow creates a short personalized Loom that names them, previews what you'll cover, and confirms the slot, then sends it so they walk into the call already engaged.
When to use it
Use it to cut no-shows and raise show-quality on booked demos. Best for teams where booked meetings sometimes ghost or arrive unprepared, and a personal video confirmation builds commitment between booking and the call.
How it works
- 1A new event on the sales Google Calendar triggers the workflow.
- 2Pull the booker's name, company, and the meeting topic from the event details.
- 3Confirm it is an external prospect meeting, not an internal block, before proceeding.
- 4Generate a personalized Loom recap previewing the agenda and confirming the time.
- 5Email the Loom link to the prospect via Outlook.
- 6Log the video and confirmation as an interaction on the Attio record.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect LoomVideo transcripts, libraries.
- 3Connect OutlookMail, calendar, contacts.
- 4Connect AttioReal-time CRM with structured data + powerful views.
- 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.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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.