Outreach workflows

Triggered manually on a chosen HubSpot list, this researches each account with Brave Search, generates a one-of-one ElevenLabs voice memo per prospect, files the clips to Dropbox.

Transcribes a dictated note, classifies whether it is a CRM update, a task, or a meeting to book, then routes each item to HubSpot, Asana, or Google Calendar accordingly.

Fires the moment a registrant submits the webinar form, enriches and scores them instantly, and routes high-fit leads to a rep while logging everyone for nurture.

After the event closes, reads all logged booth scans, generates a personalized recap email per visitor tied to the product they showed interest in, sends it via Gmail.

When an episode publishes, transcribe it, draft a personalized thank-you email to the guest with their best quotes and shareable links, and queue it as a Gmail draft.

Transcribes a voice memo of follow-ups you owe people, drafts a polished email for each recipient, and saves them to your Outlook drafts for a quick review before sending.

Transcribes inbound sales voicemails with ElevenLabs, classifies caller intent, and creates the matching follow-up Task on the right Salesforce Lead or Contact so nothing decays…

Watches incoming Zendesk tickets, scores their sentiment, and when one account crosses a frustration threshold within a rolling window it opens a HubSpot task and pings…

Takes the attendees who have no existing relationship, researches each company's recent news with Exa.

When a partner CSV fails validation, an agent diagnoses whether the failures are schema drift or dirty data, files a Linear issue with the analysis.

Drafts a webinar-derived nurture drip with OpenAI, saves the source assets to Google Drive.

Classifies each webinar attendee's question by buying intent, logs it on their HubSpot contact.

An agent reviews each resolved Intercom conversation, matches it against known recurring themes.

Runs each morning, finds every HubSpot deal marked demo-complete in the last 24 hours, builds a tailored Drive asset bundle for each.

Assembles a tailored asset bundle and draft email after a demo, then posts it to the rep in Slack for one-click approval before Gmail sends it.

Detects funding rounds, branches on round size to assign a play (AE-led vs. nurture).

An agent listens to demo voicemails via ElevenLabs transcription, reasons about intent and urgency, drafts a personalized follow-up email, places a tentative Google Calendar hold.

When an NPS survey returns a detractor score (0-6), it logs the account in HubSpot, drafts an executive-signed apology.

For the highest-scoring webinar attendees, an agent researches each person and their company, drafts a personalized outreach brief.

Each week it merges Discord and Intercom conversations, measures the shift in community sentiment, posts a trend report to Slack.

After a QBR call, an agent turns the Zoom transcript plus account context into a customer-ready recap email and routes the agreed action items into HubSpot and Linear.

When a confirmed champion job change is approved, this agent researches the person and their new company, drafts a tailored re-engagement email referencing the prior relationship.

An agent that watches your calendar, sends prep before each meeting, then after the call extracts decisions and follow-ups and assigns them across Asana and Slack.

When a manager submits probation feedback via webhook, routes the case by recommendation — pass, extend, or fail — and notifies the right people.

An agent takes the top whitespace accounts from the TAM gap analysis, researches each company live on the web, and writes a one-page outreach brief into Notion for the owning AE.

Transcribes demo voicemails, scores each caller's intent and fit from the transcript, routes hot leads round-robin to the right Salesforce owner.

When a podcast publishes a new episode, it enriches the guest and drafts a personalized cold intro email in Gmail referencing what they said on the show.

Seven days after a new hire starts, this emails a short onboarding pulse survey, logs the response.

When comms marks a crisis card resolved in Coda, it re-scrapes the original thread, checks whether sentiment actually recovered.

When a Zoom demo recording finishes processing, it pulls the recording link, picks relevant assets from the Google Drive library, drafts a recap with timestamped highlights.

On a schedule, scrapes your podcast's episode and guest pages with Apify, identifies each guest's company and role, scores fit against your ICP.

When a booth badge is scanned, an agent enriches the lead, scores fit, and books a follow-up demo on the right rep's calendar, then logs the meeting in your CRM.

When a prospect replies to outreach via a webhook, classifies the reply intent and, for warm or objection replies.

When a Salesforce opportunity moves to 'Discovery Complete', Hive assembles a personalized Loom recap video covering pain points, next steps, and timeline.

After transcribing a Zoom recording, it publishes the chaptered training to ReadMe and separately extracts decisions and action items into a Notion database with owners and due…

Transcribes a rep's voice memo, pulls out every committed next step with its owner and due date, logs the call in Attio.

An agent researches the prospect's company, intelligently curates the best-fit assets from the Drive library, writes a recap that addresses their stated objections.

On a HubSpot deal advancing past discovery, Hive builds a personalized Loom recap, emails it to the prospect via Outlook.

When a recording lands in Dropbox, this workflow stitches the top moments into a recap reel, generates an AI voiceover intro and outro.

Aggregates the week's tracked mentions from Airtable into a single summarized report covering new opportunities, authority distribution, and outreach progress.

When an incident thread is resolved in Slack, an LLM builds a timeline and root-cause summary, classifies severity, and on high-severity incidents creates Linear follow-up issues…

Logs every promise from your sent mail into a Postgres ledger, then on a schedule checks for commitments past their due date and pages you in Slack.

On a webhook from your event tool, scrapes the attendee batch with Apify, enriches into Attio, queues a Loom intro.

An agent reviews a Google Drive library of past webinars, picks the clips that best fit an upcoming campaign theme, narrates them in target languages.

An agent processes a finished webinar end to end — researching each questioner, voicing a tailored ElevenLabs answer, logging engagement in Attio.

Reads a photographed event badge, OCRs the name, company, title, and email, creates or updates a HubSpot contact.

Takes pasted or transcribed meeting notes, has an LLM pull out every action item and owner.

When a webhook reports a key contact has left their company, finds every open deal that depended solely on that person and pages the owning reps with a backfill plan…

Surfaces dormant HubSpot contacts, scores each by deal value and tier, drafts a re-intro only for high-value ones.

When an Outlook vendor invoice arrives without clear payment terms, this workflow drafts and sends a polite Outlook reply asking the vendor to confirm any early-payment discount.

Turns a finished Zoom recording into a stitched highlight reel and a structured Notion recap page with decisions, clips, and a follow-up checklist.

An agent reviews the Zoom retro transcript against the team's open Linear backlog, drafts themed action items.

When HR marks an employee as departed, this sweeps every connected SaaS tool, deactivates their seat.

An agent reviews the Zoom transcript, opens Linear tickets for committed action items with the right owners.

When a high-risk call has no follow-up activity logged after a set window, drafts a personalized recovery email from the call's commitments and queues it in Gmail as a draft…

An agent-driven workflow where the CEO scrapes a target event, deeply researches each attending company, drafts a tailored outreach angle per account.

When an invoice fails PO matching, an agent investigates the cause, drafts and sends a clarifying email to the vendor, opens a tracked exception in Postgres.

Right after a Zoom sales call, drafts a clear recap email of the mutual commitments both sides made and sends it to the prospect via Gmail with the rep cc'd.

When a contact from a closed-lost account replies to a re-engagement email, it classifies intent, re-opens warm deals in HubSpot.

When a buyer-owned close-plan step goes overdue, an OpenAI model drafts a tactful nudge email referencing the specific task and saves it to the AE's Gmail drafts for one-click…