The event list that
turns itself into pipeline.
Imagine the whole event list worked before the people you met have moved on, using the Skills and Memory you've already built in Claude. Create the deals automatically, review the batch first, or send each owner their own leads, your call.
[{"pillLabel": "Event leads", "mode": "automated", "headline": "Every event lead worked, not left waiting.", "subtext": "Runs on its own, the moment you hand over the file.", "flowName": "Event leads flow", "autoplayOnScroll": true, "exchanges": [{"prompt": "Take the leads in this spreadsheet, enrich each one, score them with my Lead Qualification skill, check my CRM for existing contacts and companies, and create deals with everything linked. Log the leads that don't fit with the reason.", "thinkingLabel": "Working through the list", "answer": "Done. Deals are in your CRM, the rest are logged with a reason."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6ac547fe55aae4cde3f79aa6_6a73823a25a8dfdcd6440c46_Microsoft-Excel-icon.svg.webp", "title": "Event leads received", "source": "Trigger - Spreadsheet"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b824_6a73823d4c6e697e3c6ad5dd_apollo-app-icon.png", "title": "Each lead enriched", "source": "Flow - Enrichment tool"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Fit scored against your ICP", "source": "Agent - Lead Qualification Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Matched to existing contacts and companies", "source": "Flow - CRM"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Deals created, the rest logged with a reason", "source": "Flow - CRM"}], "completion": {"text": "Live", "subtext": ", every time you hand over a list.", "bg": "#6557FF", "fg": "#FFFFFF"}}, {"pillLabel": "Batch review", "mode": "supervised", "headline": "Every lead scored, every deal reviewed first.", "subtext": "Nothing is created in your CRM until you approve it.", "flowName": "Batch review flow", "autoplayOnScroll": false, "exchanges": [{"prompt": "Take the leads in this spreadsheet, enrich each one, score them with my Lead Qualification skill, and check my CRM for existing contacts and companies. Send me the list with your reasons in Slack, and create the deals once I approve.", "thinkingLabel": "Working through the list", "answer": "Set up. I will send you each batch and wait for you."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6ac547fe55aae4cde3f79aa6_6a73823a25a8dfdcd6440c46_Microsoft-Excel-icon.svg.webp", "title": "Event leads received", "source": "Trigger - Spreadsheet"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b824_6a73823d4c6e697e3c6ad5dd_apollo-app-icon.png", "title": "Each lead enriched", "source": "Flow - Enrichment tool"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Fit scored, CRM checked for matches", "source": "Agent - Lead Qualification Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png", "title": "Scored list sent for review", "source": "Flow - Slack"}, {"type": "approve", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Deals created when you approve", "source": "You - review in Slack"}], "completion": {"text": "Waiting for your approval", "subtext": "", "bg": "#55F6B3", "fg": "#0B0B2E"}}, {"pillLabel": "Owner alert", "mode": "automated", "headline": "Every owner gets their own leads.", "subtext": "Runs on its own. Each owner hears about their deals first.", "flowName": "Owner alert flow", "autoplayOnScroll": false, "exchanges": [{"prompt": "Take the leads in this spreadsheet, enrich each one, score them with my Lead Qualification skill, check my CRM for existing contacts and companies, and create deals with everything linked. Then send each deal owner a Slack DM with their new leads and why they fit.", "thinkingLabel": "Working through the list", "answer": "Done. Deals are in your CRM and every owner has been told."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6ac547fe55aae4cde3f79aa6_6a73823a25a8dfdcd6440c46_Microsoft-Excel-icon.svg.webp", "title": "Event leads received", "source": "Trigger - Spreadsheet"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b824_6a73823d4c6e697e3c6ad5dd_apollo-app-icon.png", "title": "Each lead enriched", "source": "Flow - Enrichment tool"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Fit scored against your ICP", "source": "Agent - Lead Qualification Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Deals created, contact and company linked", "source": "Flow - CRM"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png", "title": "Owners briefed on their new leads", "source": "Flow - Slack DM"}], "completion": {"text": "Live", "subtext": ", every time you hand over a list.", "bg": "#6557FF", "fg": "#FFFFFF"}}]
Explore all GTM workflows
/claude/workflows/gtm
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