Persona: Daniel, B2B SaaS sales team lead. Manages 4 sales reps. Needs client meeting notes distributed automatically to the right people.
- Folder structure : Creates folders per deal stage: "Prospecting", "Negotiation", "Closing", "Won/Lost" (see 2.14.1 / 3.15.1).
- Automation 1 : Slack alert on new notes: Trigger: Note updated (new content only). Condition: text contains "proposal". Action: Send Slack message to #sales-pipeline with {{content}}. Every time a rep writes a note mentioning "proposal", the team gets notified instantly (see 2.13.2 / 3.14.2).
- Automation 2 : Client summary email: Trigger: Note updated. Condition: text contains "follow-up". Actions: (1) Gmail send an AI-generated summary to the client's email, (2) Google Drive save the page as PDF to the shared "Client Docs" folder (see 2.13.2 / 3.14.2).
- Automation 3 : Weekly pipeline report: Trigger: Time-based, every Monday 9:00 AM. Content: "Negotiation" notebook. Action: Gmail send AI-summarized weekly overview to the VP of Sales (see 2.13.2 / 3.14.2).
- Monitoring : Checks Automation History to verify all emails and Slack messages were delivered. Sees a failed action (Slack token expired), reconnects the service, automation resumes (see 2.13.6 / 3.14.6 and 2.13.5 / 3.14.5).
- Scaling : Starts with 3 automations on Pro plan. As the team grows, upgrades to Unlimited to add more workflows (see 4.1 and 4.5).