MARKETING
Compile a post-webinar attendance and pipeline recap for stakeholders
After a Zoom webinar, aggregates registration, attendance, and engagement stats with HubSpot pipeline impact, has OpenAI write a plain-English recap.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom webinar endsZoom
- ActionGather attendance + engagement statsZoom
- ActionQuery attendee-linked pipelineHubSpot
- ActionWrite plain-English recapOpenAI
- ActionSave recap as Notion pageNotion
- OutputPost recap to leadership SlackSlack
What it does
This flow turns raw webinar data into a leadership-ready recap. It pulls registration, attendance rate, average watch time, and engagement from Zoom, then queries HubSpot for new or advanced deals tied to attendees. OpenAI writes a tight narrative summary with the key numbers and standout signals. The recap is saved to a Notion page for the record and posted to Slack for instant visibility.
When to use it
Use it when stakeholders ask 'how did the webinar do?' and you want one trustworthy recap published automatically instead of assembling slides by hand after each session.
How it works
- 1Zoom emits a webinar.ended event.
- 2The flow gathers attendance and engagement stats from Zoom.
- 3HubSpot is queried for deals created or advanced by attendees.
- 4OpenAI composes a plain-English recap with the combined metrics.
- 5Notion stores the recap as a dated page.
- 6Slack posts the recap to the marketing and sales leadership channel.
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 NotionPages, databases, comments.
- 5Connect SlackChannels, DMs, threads, mentions.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.