SALES
Deal-Size Tiered Loom Walkthrough Router
Routes incoming demo requests by deal-size signal: enterprise leads get a rep Slack handoff, SMB leads get an auto-generated Loom emailed and logged to Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerDemo-request webhook receivedHTTP webhook
- LogicBranch on enterprise vs SMB deal size
- ActionRoute enterprise lead to rep in SlackSlack
- ActionGenerate Loom walkthrough for SMB leadLoom
- ActionLog Loom link to Salesforce opportunitySalesforce
- OutputEmail walkthrough to SMB prospectGmail
What it does
Applies different treatment based on deal value. High-value enterprise demo requests are routed to a human rep for a live recording, while SMB and self-serve leads receive an instant auto-generated Loom walkthrough and a logged Salesforce record — so reps spend time only where it pays off.
When to use it
Use it when you have a mixed pipeline and want to reserve rep effort for large deals while still giving smaller leads a fast, personalized experience. Ideal for teams balancing automation with white-glove enterprise sales.
How it works
- 1A demo-request webhook fires with company size, plan interest, and contact details.
- 2A branch evaluates the deal-size signal against an enterprise threshold.
- 3Enterprise path: a Slack message routes the lead to the enterprise rep to record manually.
- 4SMB path: a personalized Loom walkthrough is generated automatically.
- 5The SMB Loom link is logged to the Salesforce opportunity.
- 6The SMB prospect receives the walkthrough by email.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect LoomVideo transcripts, libraries.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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