SALES
Draft Zoom call follow-up email and create next-step task
After a Zoom call, drafts a personalized recap email in Gmail based on what was discussed and creates a follow-up task on the HubSpot deal for the agreed next step.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- ActionExtract recap and next step, draft email with OpenAIOpenAI
- LogicClear next step exists?
- ActionCreate recap email in Gmail draftsGmail
- OutputCreate follow-up task on HubSpot dealHubSpot
What it does
This workflow handles the post-call busywork. From the Zoom transcript it drafts a tailored recap-and-next-steps email in Gmail (left in drafts for the rep to review) and creates a dated follow-up task on the HubSpot deal so nothing falls through.
When to use it
Use it when reps lose deals to slow or generic follow-up. It gives them a ready-to-send, call-specific email within minutes of hanging up, plus a tracked reminder for the commitment they made.
How it works
- 1A Zoom recording-completed event triggers the run.
- 2OpenAI reads the transcript and extracts the recap points, the agreed next step, and a due date, then writes a personalized recap email.
- 3A logic step confirms a clear next step exists; if not, it routes to a generic check-in template.
- 4The workflow creates a Gmail draft addressed to the prospect for the rep to review and send.
- 5It creates a HubSpot task on the matched deal with the next step and due date.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Connect HubSpotCRM, deals, marketing, support.
- 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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