Personalized Gamma demo decks for new Typeform requests

By General Input

When a new Request a Demo form comes in, Geni reads the prospect's website, builds a tailored Gamma deck, and emails it with the AE on copy.

Integrations

  • Typeform
  • Firecrawl
  • Gamma
  • Gmail

Type

Agentic Task

Categories

  • Sales
  • Marketing

Build me an agent workflow that turns every new Request a Demo submission into a personalized Gamma deck and emails it to the prospect.

Trigger: an incoming Typeform webhook fires whenever someone submits our Request a Demo form. The webhook payload includes their answers. If any field needs re-fetching or hydrating, use Typeform Retrieve Responses against the form and response id from the webhook.

Step 1. Parse the submission. Pull out: prospect name, work email, company name, company website URL, role or title, and the free-text use case they wrote about. Be tolerant about field names since the Typeform form may be edited over time.

Step 2. Quality check. Decide whether this looks like a real buyer. Treat the submission as low quality if any of these are true: the email is on a free consumer domain (gmail.com, yahoo.com, outlook.com, hotmail.com, icloud.com, proton.me, etc.), the company website is missing or clearly not a real company URL, or the use case text is empty, fewer than ~15 characters, or obvious junk. If low quality, skip Gamma entirely. Just send a short Gmail message to the assigned AE summarizing what came in and flagging it as likely noise so they can decide whether to follow up manually. End the workflow there.

Step 3. Research the company. Use Firecrawl Scrape URL on the company website. Pull positioning and headline value prop, the products or services they sell, any recent launches or news on the homepage, customer logos or case studies if visible, and any obvious pain signals or hiring posts that hint at what they care about right now. If the homepage is thin, also scrape /about and /product or /platform when those exist.

Step 4. Generate the deck. Use Gamma Generate a Gamma to create a presentation addressed directly to this prospect. The deck should include: a title slide that references their company name (and their logo or wordmark cue if surfaced from the scrape) plus the prospect's first name, a "what we heard" slide that recaps their submitted use case in our own words, a tailored "how we'd help" section that maps our capabilities to specific things observed on their site (product, positioning, recent launches, apparent pain signals), one or two proof points that fit their segment, and a clear next-step CTA slide that proposes a 30-minute working session. Keep it to 8 to 12 slides. Use our default workspace theme.

Step 5. Send the email. Use Gmail Send a Message to email the prospect directly. To: the prospect. Cc: the assigned AE for this lead. Subject line should reference their company by name. The body should be a short, warm, personalized note (3 to 5 sentences) that calls out one specific thing from their website, references what they wrote in the form, links to the Gamma deck, and proposes a next step. Sign off from the AE.

AE assignment: for now, use a single configured AE email. Leave a clear place in the workflow to swap that for round robin or territory-based routing later.

Guardrails: never send the email if the Gamma deck failed to generate or returned an empty share URL. In that case, send the AE a fallback note with the prospect details and the scrape summary so they can follow up manually. Log every run with the prospect email and the deck URL (or the spam-skip reason) for review.

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