SALES
Research-enriched Loom recaps with an agent that tailors every send
An agent enriches each closed discovery call with fresh web research on the prospect's company, writes a tailored recap referencing their context.
How it runs
The automated pipeline, trigger to output.
- TriggerOpportunity reaches Discovery CompleteSalesforce
- ActionRead call notes and contact contextSalesforce
- ActionResearch prospect companyPerplexity
- LogicCompose tailored recap from call + research
- ActionNarrate and generate Loom videoLoom
- OutputEmail Loom link and log CRM noteGmail
What it does
This is the agent-driven version of recap automation. Beyond summarizing the call, an agent researches the prospect's company in real time, weaves relevant context into the recap narrative, and produces a Loom video that feels genuinely bespoke before sending and logging it.
When to use it
Use this for high-value or enterprise deals where a generic recap is not enough and you want each video to reference the prospect's recent news, priorities, or market context to deepen the relationship.
How it works
- 1A Salesforce opportunity reaching 'Discovery Complete' triggers the agent.
- 2The agent reads the call notes and contact record for context.
- 3It runs targeted web research on the prospect's company and recent developments.
- 4It composes a tailored recap script blending call content with researched context.
- 5ElevenLabs narrates the script and Loom renders the personalized recap video.
- 6Gmail delivers the Loom link and the agent logs a detailed activity note to Salesforce.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect ElevenLabsText-to-speech, voice cloning.
- 4Connect LoomVideo transcripts, libraries.
- 5Connect GmailRead, draft, send, label.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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.