MARKETING
AI-Personalized No-Show Recap Email
Generates a per-contact recap email for webinar no-shows by combining the session transcript with each absentee's CRM profile, then sends the tailored recording invite via Gmail.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom transcript readyZoom
- LogicIsolate no-show registrants
- ActionRead contact profileHubSpot
- ActionDraft tailored recap with LLMOpenAI
- OutputSend personalized recording emailGmail
What it does
Instead of one generic "you missed it" blast, this workflow writes a unique recap for each no-show. It feeds the Zoom session transcript and the absentee's HubSpot profile (industry, role, prior interests) into an LLM, which drafts a short email highlighting the two or three webinar moments most relevant to that person, with a link to the on-demand recording.
When to use it
Reach for it on high-value webinars with a smaller, sales-relevant audience where relevance beats volume. The personalization lifts click-through on recordings well above a templated follow-up.
How it works
- 1The Zoom recording.transcript_completed event triggers with the transcript and webinar ID.
- 2Fetch registrants and participants from Zoom and isolate the no-shows.
- 3For each no-show, read their HubSpot profile for role, industry, and recent activity.
- 4Prompt OpenAI with the transcript plus that profile to draft a tailored recap and subject line.
- 5Send the personalized email with the recording link through Gmail and log the send to HubSpot.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect OpenAIModels, embeddings, files.
- 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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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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