Personal post-webinar follow-ups, written from the recording itself

Send a link to the webinar recording — the scenario turns it into key points, pulls the attendee list from your CRM and writes each person a personal follow-up with the recording link. The send is logged on their record.

  • The email is built on what the webinar actually covered
  • Every attendee gets their own email, not a mass send
  • The send is recorded on the CRM record immediately
  • A log of every follow-up lands in your spreadsheet
n8n FormWayinvideo
Set it up for yourselfScriptera

How it works

To connect Salesforce and SendGrid, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: 1. Form — Webinar URL + Details
  2. Then: 2. WayinVideo — Submit Summarization
  3. Then: 3. Wait — 90 Seconds
  4. Then: 4. WayinVideo — Get Summary Results
  5. Check: 5. IF — Summary Complete?
  6. If yes: 7. Code — Extract Summary Data
  7. Then: 8. Salesforce — Query Registered Leads
  8. Then: 9. AI Agent — Write Personalized Email
  9. Then: 11. Code — Parse Email Output
  10. Then: 12. Gmail — Send Follow-Up Email
  11. Then: 13. Salesforce — Log Email as Activity
  12. Then: 14. Google Sheets — Log Follow-Up
  13. If no: 6. Wait — 30 Seconds Retry
  14. Then: 10. OpenAI — GPT-4o-mini Model

You can launch this Salesforce + SendGrid integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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