Generate live sales demo briefings from HubSpot, web research, Slack and Sheets with

## Demo Request to Live Sales Briefing ### How it works This workflow receives demo requests through a webhook, validates and deduplicates them, then records the request before enriching it with HubSpot CRM data. It searches or creates the contact, retrieves related deals, tickets, and engagements, performs web research, and compiles everything into a briefing generated by a Gemini-powered AI agent. The finished briefing is formatted for Slack, posted to a channel, logged to Google Sheets, and returned through the webhook response. ### Setup steps - Configure the Webhook node URL and ensure the upstream demo request form sends the expected fields. - Connect Google Sheets credentials and select the sheets/ranges used for deduplication and final briefing logs. - Connect HubSpot credentials with permissions to search/create contacts and read deals, tickets, and engagements. - Configure the HTTP Request/Web Research step so generated research URLs are reachable and allowed by your environment. - Connect Google Gemini credentials for the AI Agent chat model and review the agent prompt/settings. - Connect Slack credentials and choose the destination channel for sales briefings. ### Customization Adjust the validation and dedupe rules, HubSpot field mappings, research plan logic, Gemini prompt, Slack message format, and Google Sheets columns to match your sales process. @youtube