SALES
Record a personalized Loom recap when a deal moves to Demo Done
When a HubSpot opportunity moves into the post-demo stage, this prompts a rep to record a tailored Loom recap and emails it to the buyer with the deal's specific next steps.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal moves to Demo Done stageHubSpot
- ActionFetch deal, contact, and demo notesHubSpot
- ActionCreate Loom recording with auto outlineLoom
- ActionCapture published Loom share linkLoom
- OutputEmail recap to buyer and log to dealGmail
What it does
This workflow turns a HubSpot deal stage change into a structured, personalized follow-up. The moment an opportunity reaches your "Demo Done" stage, it gathers the deal context, generates a Loom recording task pre-filled with talking points, and sends the finished video to the primary contact via Gmail with the agreed next steps.
When to use it
Use it if reps run live demos and follow-up quality is inconsistent. It guarantees every demoed buyer gets a same-day, on-brand recap video instead of a generic email, without the rep retyping deal details each time.
How it works
- 1A HubSpot deal stage change to "Demo Done" fires the trigger.
- 2The flow pulls deal properties, the primary contact, and the demo notes from HubSpot.
- 3It creates a Loom recording with an auto-generated outline (pain points, features shown, pricing discussed) for the rep to record against.
- 4Once the Loom is published, the share link is captured.
- 5Gmail sends the contact a personalized recap email embedding the Loom link and the next-step CTA, then logs the activity back on the HubSpot deal.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 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.
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