SALES
Send a Loom deal-recap and create a follow-up task in HubSpot
On a HubSpot deal advancing past discovery, Hive builds a personalized Loom recap, emails it to the prospect via Outlook.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal advances past discoveryHubSpot
- ActionFetch deal, contact, and notesHubSpot
- ActionDraft and narrate recapElevenLabs
- ActionGenerate Loom recap videoLoom
- ActionEmail Loom link to prospectOutlook
- OutputCreate follow-up task on dealHubSpot
What it does
For HubSpot-based teams, this workflow turns a deal-stage advance into both a prospect-facing Loom recap and an internal next-action. The prospect gets a personalized video; the rep gets an automatically scheduled follow-up task so nothing slips.
When to use it
Use this when your pipeline lives in HubSpot and you want recap delivery and follow-up discipline handled in one motion, rather than relying on reps to do either manually after every discovery call.
How it works
- 1A HubSpot deal moving into the post-discovery stage triggers the run.
- 2Hive pulls the deal, primary contact, and the rep's logged notes.
- 3An LLM drafts a personalized recap script tailored to the contact's role.
- 4ElevenLabs narrates it and Loom produces the recap video.
- 5Outlook emails the Loom link to the prospect from the deal owner's mailbox.
- 6A follow-up task dated three business days out is created on the HubSpot deal.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ElevenLabsText-to-speech, voice cloning.
- 4Connect LoomVideo transcripts, libraries.
- 5Connect OutlookMail, calendar, contacts.
- 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.
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