Claude/Workflows/GTM/
Claude

Claude changed how you work.
Now it preps every meeting instantly.

The moment someone books time with you, Claude researches the company, scores the fit against your ICP, and briefs your CRM and Slack.

{"prompt": "When someone books a meeting, research the company and check it against my ICP.", "answer": "Done. Your flow is live, the moment it happens.", "flowTitle": "Flow - Meeting prep", "steps": [{"title": "Meeting booked", "source": "Trigger - Calendly", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b827_6a73823da4392d1dd713cf66_Calendly-app-logo.png"}, {"title": "Company researched and scored", "source": "Agent - Meeting Prep Skill", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png"}, {"title": "Fit score logged", "source": "Flow - HubSpot", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png"}, {"title": "Briefing posted", "source": "Flow - Slack", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png"}]}
Flow
4 STEPS
Claude
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Start free
60 seconds to change your work again.

The research that's done
before you say hello.

[{"pillLabel": "Meeting prep", "mode": "automated", "headline": "Every meeting, researched before it starts.", "subtext": "Runs on its own, the moment someone books time.", "flowName": "Meeting prep flow", "autoplayOnScroll": true, "exchanges": [{"prompt": "When a meeting gets booked on Calendly, research the company, check it against my ICP, update HubSpot with the result, and post a briefing to Slack.", "thinkingLabel": "Researching the account", "answer": "Done. Your flow is live, the moment it happens."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b827_6a73823da4392d1dd713cf66_Calendly-app-logo.png", "title": "Meeting booked", "source": "Trigger - Calendly"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Company researched and scored", "source": "Agent - Meeting Prep Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Fit score logged", "source": "Flow - HubSpot"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png", "title": "Briefing posted", "source": "Flow - Slack"}], "completion": {"text": "Live", "subtext": ", the moment it happens.", "bg": "#6557FF", "fg": "#FFFFFF"}}, {"pillLabel": "Prep review", "mode": "supervised", "headline": "Every meeting prepped, reviewed before it's logged.", "subtext": "Nothing writes to your CRM until you approve it.", "flowName": "Meeting prep review flow", "autoplayOnScroll": false, "exchanges": [{"prompt": "When a meeting gets booked on Calendly, research the company, check it against my ICP, and get my approval before updating HubSpot and posting to Slack.", "thinkingLabel": "Researching the account", "answer": "Set up. I will score each meeting and wait for you."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b827_6a73823da4392d1dd713cf66_Calendly-app-logo.png", "title": "Meeting booked", "source": "Trigger - Calendly"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Company researched and scored", "source": "Agent - Meeting Prep Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Research summary prepared", "source": "Flow - HubSpot"}, {"type": "approve", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Creates and posts when you approve", "source": "You - review and confirm"}], "completion": {"text": "Waiting for your approval", "subtext": "", "bg": "#55F6B3", "fg": "#0B0B2E"}}, {"pillLabel": "Rep alert", "mode": "automated", "headline": "Every meeting reaches the right rep.", "subtext": "Runs on its own, the moment someone books time.", "flowName": "Rep alert flow", "autoplayOnScroll": false, "exchanges": [{"prompt": "When a meeting gets booked on Calendly, research the company, check it against my ICP, and send a briefing straight to the assigned rep on Slack instead of the CRM.", "thinkingLabel": "Researching the account", "answer": "Done. Your flow is live, the moment it happens."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b827_6a73823da4392d1dd713cf66_Calendly-app-logo.png", "title": "Meeting booked", "source": "Trigger - Calendly"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Company researched and scored", "source": "Agent - Meeting Prep Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Fit summary prepared", "source": "Flow - HubSpot"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png", "title": "Briefing sent to rep", "source": "Flow - Slack DM"}], "completion": {"text": "Live", "subtext": ", the moment it happens.", "bg": "#6557FF", "fg": "#FFFFFF"}}]
Explore all GTM workflows
/claude/workflows/gtm

If you can prompt Claude,you can use FlowMate.

Prospect Qualification Skill
Qualifies, scores, tags every contact.
Your Claude Memory and Skills, already built in.
"When a new lead comes in, create the deal and notify the rep."
Skip the builder. Just describe it.
Live
Always on.
Even when you're not.
All AI platforms.
One FlowMate account.
ECEmma Carter14
JRJulia Rossi10
SPSami Patel8
Share Flows and Agents
with your team.

Works with the
booking tool you already use.

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60 seconds.
Every meeting starts pre-qualified.

10 seconds to sign up. 50 seconds to your first Flow.

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Frequently asked questions

01

What triggers this workflow?

It runs the moment a meeting gets booked in Calendly, Zoom, or another connected booking tool. FlowMate reads the booking and hands it to your Meeting Prep skill.

02

What Skills do I need for this?

You need a Meeting Prep skill and your ICP definition in Claude. FlowMate uses both to research the company and score the fit before you open your calendar.

03

What's the difference between Automated and Supervised?

Automated logs the fit score and posts the briefing on its own. Supervised pauses so you can review the fit score before anything updates in your CRM.

04

Which CRMs does this work with?

Any CRM connected to Claude, including HubSpot, Salesforce, and Pipedrive.

05

How long does this take to set up?

Under a minute once your booking tool, CRM, and Slack are connected to Claude.