SALES
Send a Personalized Loom Welcome Video to Every New Inbound Lead
Watches an Airtable leads table for new inbound rows, records a personalized Loom for each lead.
How it runs
The automated pipeline, trigger to output.
- TriggerNew inbound lead row in AirtableAirtable
- ActionRead lead name, company, interestAirtable
- LogicBranch on high-intent lead source
- ActionGenerate personalized Loom videoLoom
- ActionEmail Loom link via GmailGmail
- OutputLog video URL + timestamp to AirtableAirtable
What it does
Gives every fresh inbound lead a personal video greeting before a human even sees them. A new row in your Airtable lead intake table triggers a tailored Loom recording, then a Gmail send that drops the video into the lead's inbox while they still remember filling out your form.
When to use it
Use it when inbound volume outpaces your reps and speed-to-lead matters. Ideal for demo-request or contact-form leads where a same-minute personalized video beats a templated autoresponder and warms the lead before the first call.
How it works
- 1A new lead row appears in the Airtable intake table and triggers the workflow.
- 2Read the lead's name, company, and stated interest from the row.
- 3Branch on lead source: only high-intent sources (demo, pricing) get a video; others are skipped.
- 4Generate a personalized Loom video referencing the lead's company and interest.
- 5Send the Loom link by Gmail with a short personal note.
- 6Write the send timestamp and video URL back to the Airtable row.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect LoomVideo transcripts, libraries.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.