Скачать или смотреть How to Build an AI Agent for Sales Using HubSpot, Slack, and Relay.app (Live Build)

Build an AI agent that sends Slack messages to sales reps using HubSpot data — no code required.

In this live session, Kim Hacker from Arrows and Jacob Bank from Relay walk through building an AI-powered workflow that pulls meeting notes, deal activity, and sales room engagement signals into a personalized Slack message before every sales call.

Perfect for sales and RevOps teams using HubSpot who want to:
→ Automate meeting prep
→ Stay on top of deal context
→ Send AI-powered alerts to Slack
→ Build powerful AI agent workflows without engineering

🔧 Tools used:
→ HubSpot (CRM)
→ Slack (notifications)
→ Relay.app (AI workflow builder)
→ Arrows (sales room engagement data)

🔗 Try Relay: https://relay.app
🔗 Try Arrows: https://arrows.to

⏱️ Timestamps
00:00 Intro & who this is for
01:01 Why this AI workflow is valuable
03:29 Sales use case: prepping for follow-up calls
04:45 Overview of how the AI agent works
07:53 HubSpot setup for sales
10:20 Setting up a new workflow in Relay.app
12:09 Step 1 – Trigger from a HubSpot meeting
18:00 Step 2 – (Optional) Find the related HubSpot deal
22:56 Step 3 – Write the AI prompt for Slack
31:00 Attaching HubSpot data to the AI step
34:07 Step 4 – Send Slack message to deal owner
40:04 Test run #1 and troubleshooting
45:10 Reviewing the final Slack message output
49:43 Adding a final wait step to schedule the message
51:33 Q&A: Clean CRM data, CS use cases, and more

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