SALES
Stage-Triggered Loom Follow-Up Video on Deal Movement
When an Attio deal advances to a chosen stage, builds a Replicate avatar recap video matching that stage and emails it to the contact to keep momentum.
How it runs
The automated pipeline, trigger to output.
- TriggerDeal stage changes in AttioAttio
- LogicRoute by stage; skip unmapped stages
- ActionRender stage-specific avatar clip in ReplicateReplicate
- ActionStitch onto matching Loom base videoLoom
- OutputEmail contact the Loom link via GmailGmail
What it does
Sends a stage-specific personalized video whenever a deal moves forward in Attio. Each pipeline stage maps to its own messaging, so a deal entering 'Demo Scheduled' gets a different recap than one entering 'Proposal Sent'.
When to use it
Use it to keep deals warm between rep touches. Instead of a generic templated email, the prospect gets a short avatar video that speaks to exactly where they are in the buying process.
How it works
- 1An Attio deal's stage field changes, triggering the flow with the new stage value.
- 2A branch routes the deal to the script and base recording mapped to that stage; unmapped stages exit quietly.
- 3Replicate renders an avatar clip from the stage-specific script, naming the contact and deal.
- 4The clip is stitched onto the matching Loom base video for that stage.
- 5Gmail emails the deal contact the finished Loom link with a stage-appropriate subject line.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect ReplicateImage, video, and model inference.
- 3Connect LoomVideo transcripts, libraries.
- 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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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
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