SALES
Batch yesterday's closed discovery calls into Loom recaps each morning
Every weekday morning, Hive finds discovery calls closed the prior day, generates a Loom recap for each, sends them to prospects.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionQuery yesterday's closed discovery callsSalesforce
- ActionDraft and narrate per-call recapElevenLabs
- ActionGenerate Loom recap per prospectLoom
- ActionEmail each prospect their Loom linkGmail
- OutputPost completion digest to SlackSlack
What it does
Instead of firing per-call, this workflow runs once each morning, sweeps up every discovery call closed the previous day, and produces a Loom recap for each prospect in one batch. It finishes with a single digest so managers see all recaps that went out.
When to use it
Use this when you prefer a predictable daily cadence over real-time sends, or when reps wrap up CRM notes at end of day and you want recaps to go out clean the next morning rather than mid-edit.
How it works
- 1A weekday-morning schedule triggers the run.
- 2Hive queries Salesforce for opportunities closed to discovery the prior day.
- 3For each, an LLM drafts a recap script and ElevenLabs narrates it.
- 4Loom generates a personalized recap video per prospect.
- 5Gmail emails each prospect their Loom link individually.
- 6A consolidated digest of all recaps sent is posted to the sales Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ElevenLabsText-to-speech, voice cloning.
- 4Connect LoomVideo transcripts, libraries.
- 5Connect GmailRead, draft, send, label.
- 6Connect SlackChannels, DMs, threads, mentions.
- 7Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 8Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 9Test, 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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