Three agents you can copy

Build these in a few minutes. Each recipe lists the steps in order; see the other guides for how each step works.

Follow up after every sales call

When a meeting ends → AI → Human approval → Action · Gmail → Action · HubSpot

1. 1Trigger When a meeting ends, with Only meetings whose title contains set to "sales".
2. 2AI: "Write a short, friendly follow-up email. List what we agreed and the next steps." Add the trigger's Summary.
3. 3Human approval: put the AI's answer in Text to check, and tick Also email me Approve and Reject buttons.
4. 4Action → Gmail → Send an email. Message: the approval's Text.
5. 5Action → HubSpot → Add a note to a contact, with the summary.

Morning news from a blog, in Slack

Event · RSS feed → AI → Action · Slack

1. 1Trigger Event in a connected app → RSS feed → New post in a feed. Paste the feed's address (it often ends in /feed).
2. 2AI: "Sum this up in 3 bullet points for our sales team." Add the post's Title and Summary.
3. 3Action → Slack → Send a message to #news, with the AI's answer and the post's Link.

Welcome each new customer once

Event · Google Sheets → Memory → Action · Gmail → Memory

1. 1Trigger Google Sheets → New row in your customers sheet.
2. 2Memory → Seen before?, remember it by the row's email.
3. 3From New: Action → Gmail → Send an email with your welcome.
4. 4Then Memory → Remember it, by the same email, so nobody is welcomed twice.

Troubleshooting

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