SALES
Outlook 'Loop In Legal' Handoff to Deal Desk
Detects when a prospect asks to involve legal or procurement in an Outlook thread.
How it runs
The automated pipeline, trigger to output.
- TriggerNew reply in monitored Outlook inboxOutlook
- LogicDetect legal/procurement escalation phrases
- ActionPull linked deal amount and account from HubSpotHubSpot
- ActionCreate Deal Desk task in AsanaAsana
- OutputPost handoff to contracts channel in SlackSlack
What it does
Flags the specific moment a buyer escalates from 'interested' to 'let's get our lawyers involved.' When an Outlook reply mentions legal, procurement, redlines, or an MSA, it spins up a structured deal-desk handoff so contracts review starts the same day.
When to use it
Use it on enterprise deals where the legal-review phase is the bottleneck. Instead of a rep forwarding an email and hoping deal desk notices, this creates an owned task with the deal value, prospect, and the exact ask the moment legal enters the conversation.
How it works
- 1A reply lands in the monitored Outlook inbox and triggers the run.
- 2A logic step checks the body for legal-escalation phrases ('loop in legal', 'send to procurement', 'review the MSA', 'our counsel needs').
- 3Non-matching emails exit; matches pull the linked HubSpot deal to grab amount and account name.
- 4An Asana task is created in the Deal Desk project with the prospect, deal size, and quoted ask.
- 5A Slack post to the contracts channel links the Asana task and Outlook thread so review kicks off immediately.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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