SALES
Post-Demo Loom Recap Logged to Attio After Calendar Call
After a Google Calendar demo event ends, generates a personalized Loom recap, logs it on the Attio deal, and emails the prospect the recap with next steps.
How it runs
The automated pipeline, trigger to output.
- TriggerDemo calendar event endsGoogle Calendar
- LogicConfirm event is a demo with a linked record
- ActionGenerate personalized Loom recapLoom
- ActionLog Loom recap on the Attio dealAttio
- OutputEmail recap and next steps to prospectGmail
What it does
Closes the loop after a live demo. When a scheduled demo meeting ends, it produces a short personalized Loom that recaps what was covered and the agreed next steps, records it on the Attio deal, and sends the prospect a tidy follow-up — replacing the recap email reps often forget to send.
When to use it
Use it when reps run live demos but follow-up is inconsistent. Best for teams using Attio as CRM and Google Calendar for scheduling who want every demo to end with a polished, on-brand recap.
How it works
- 1A Google Calendar event-ended trigger fires for meetings tagged as demos.
- 2A filter confirms the event is a demo and has an attached prospect record.
- 3A personalized Loom recap is generated from the meeting title, attendees, and notes.
- 4The Loom link is written to the matching Attio deal as a note and activity.
- 5A Gmail follow-up emails the prospect the recap with proposed next steps.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect LoomVideo transcripts, libraries.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Connect GmailRead, draft, send, label.
- 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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