CRM & RevOps Automations

1. Track Manual Google Calendar events

   1. The flow link is here

2. Calendly Scheduler that creates opportunities

   1. The flow link is here

3. Add new calendar events to CRM

   1. The flow link is here

Data Flow for Lead Gen + Sales

1. Prospect responds positively

2. Labeled positive reply in the inbox

3. AI Drafts a response

4. Human reviews + sends

5. Prospect replies

6. Labeled as Meeting-Ready

7. AI Drafts a response

8. Human reviews + sends

9. Prospect Replies confirming a time

10. AI Drafts a response + calendar event

11. Human reviews + sends

12. Lead added to HCM - Leads, tracked for performance purposes

13. Automation detects new Calendar event, creates the meeting in Sales CRM

14. Automation pulls meetings that are 2-3 days out, sends Pre-Call Email 1

15. Automation pulls meetings that are 1 day out, sends Pre-Call Email 2

16. Call happens

17. Prospect shows up

18. Discovery meeting happens (Call 1)

19. Airtable automation sends the Slack button “Did they show up?”

    1. If yes, mark Meeting as Attended = true
    2. If no, enroll into re-schedule sequence
       1. Throw back into Master Inbox to re-schedule w/ SDR?

20. Airtable automation sends the Slack button “Were they qualified?”

    1. If yes, create new Opportunity in Sales CRM
    2. If no, do nothing

21. Airtable automation creates a new Hyperise link for the prospect

22. Wait for Call Transcript to finish from Zoom

23. Link the Call Transcriptions base transcript to the Sales CRM opportunity

24. Pass to AI Agent to extract call insights JSON, store on Opportunity record

25. AI Agent