SALES
Daily Outlook Buying-Signal Digest to Pipeline Channel
Runs every weekday morning, scans the prior day's Outlook replies for buying signals, aggregates them against HubSpot deals.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionPull prior day's replies from shared Outlook inboxOutlook
- LogicScore and filter messages for buying signals
- ActionEnrich each signal with HubSpot deal and amountHubSpot
- LogicRank signals by intent and pipeline value
- OutputPost ranked digest to Microsoft Teams channelMicrosoft Teams
What it does
Gives sales leadership a once-a-day rollup of every buying signal that hit the team's inboxes yesterday. It batches all qualifying Outlook replies, ties each to its HubSpot deal and amount, ranks them by intent strength, and delivers one clean digest instead of scattered pings.
When to use it
For sales managers who want a morning standup artifact: which deals heated up overnight, what the prospect actually said, and how much pipeline is in play. Use this when real-time per-email alerts would be too noisy and a daily summary fits the team's rhythm.
How it works
- 1A weekday-morning schedule triggers the run.
- 2An action pulls the prior day's replies from the team's shared Outlook inbox.
- 3A logic step scores each message for buying-signal phrases and discards the rest.
- 4An action enriches each surviving signal with its HubSpot deal stage and amount.
- 5A logic step ranks signals by intent and pipeline value.
- 6An output posts the ranked digest to the sales channel in Microsoft Teams.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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.
More Sales workflows
API-Usage Surge PQL Router
When an account's API call volume surges past a rolling baseline in the product DB, it qualifies the account as a product-qualified expansion lead.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Enrich new MAP steps with Salesforce deal context on creation
When a new card is added to the mutual action plan Trello board, it looks up the linked Salesforce opportunity and writes deal owner, amount, and close date onto the card…
Power-Feature Adoption Expansion Digest
Each Monday, finds accounts that started heavily using a premium or add-on feature in BigQuery, ranks them by expansion potential.
Send buyers a weekly mutual action plan health recap
Each week it reads the MAP Trello board, computes completed, on-track, and overdue steps, and emails the buyer champion a clean recap of progress and what is due next.
Escalate to the deal team when the buyer side of a MAP stalls
Detects when buyer-owned mutual action plan steps have been idle past their due date and escalates with a Slack alert to the AE plus an email summary to the account executive's…
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.