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Use Case: Founders Salespeople
Alloomi learns your communication style, automatically maintains hundreds of client relationships, follows up on leads, and generates personalized proposals — never burns out.
What it does:
| Step | Action |
|---|---|
| 🧠 Learn your style | Read past messages to mirror your tone and phrasing |
| 📊 Track all leads | HubSpot/Salesforce sync — auto-updated pipeline with deal stages |
| ✉️ Follow-up at scale | Personalized outreach sequences across email, Telegram, LinkedIn |
| 📄 Generate proposals | Auto-draft proposals from conversation context and CRM data |
"I can now manage what used to require a full sales team. Alloomi handles the follow-ups, the personalized outreach, the proposal generation — while I focus on closing deals."
Connect HubSpot in Settings → Connectors to sync your full pipeline. Alloomi reads deal stages, owner assignments, and close dates — keeping your pipeline view always current without manual updates.
Alloomi reads your past messages and communication patterns to draft follow-ups that sound like you — not generic AI output. Use the cold-email and revops skills to generate personalized sequences at scale.
Set up scheduled tasks for your outreach sequences. Alloomi manages the cadence — weekly check-ins, post-demo follow-ups, competitive intel alerts — and drafts each message for your approval.
Alloomi compiles context from past conversations, HubSpot deal data, and your notes into structured proposal drafts. Save hours of manual writing and ensure every proposal reflects what the client actually discussed.
Alloomi's tracking panel shows pipeline sync executions, outreach messages sent, and proposal drafts generated — giving you full visibility into your AI-powered sales operations.
| Aspect | Before | After |
|---|---|---|
| Client management | 50 clients managed manually | 500+ with AI assistance |
| Outreach quality | Generic mass emails | Personalized at scale |
| Proposal writing | Hours per proposal | Auto-drafted from context |
| Follow-up cadence | Dropped leads after one touch | 5-touch sequences, automated |
| Pipeline visibility | Stale CRM, manual updates | Live HubSpot sync, always current |
| Competitive intel | Missed competitor mentions | Real-time alerts via Interests settings |
Companies running AI sales agents report significant pipeline acceleration:
- Gumloop / Gusto: 31% higher win rate, $1.5M+ ARR in 3 months from AI sales agents
- 11x AI / Checkr: 1.5x increase in qualified meetings
- 11x AI / canibuild: $1M+ pipeline generated in first 3 months
Option 1: Copy & Paste (Easiest)
Open Alloomi and paste this:
Please help me set up my sales automation workflow.
1. Connect HubSpot in Settings → Connectors so Alloomi can read my pipeline (deals, stages, owners, close dates)
2. Set up a personalized outreach system:
- Read my past emails to learn my communication style (tone, formality, phrasing)
- When I flag a lead in HubSpot, draft a personalized first outreach using the cold-email skill
- Schedule a 5-touch follow-up sequence: day 1, day 3, day 7, day 14, day 21
- Each touch should add new value (not just "checking in")
- Draft everything — I approve before anything goes out
3. Set up proposal generation:
- When a deal reaches the "Proposal" stage in HubSpot, compile context from conversation history, deal data, and notes
- Generate a structured proposal draft in my template format
- Create the proposal artifact and notify me for review
4. Track everything: log each outreach, follow-up, and proposal draft to my timeline
Alloomi will automatically create the scheduled tasks for you!
Option 2: Manual Setup
- Go to Settings → Connectors
- Find HubSpot in the connector list and click Connect
- Complete the OAuth flow to authorize Alloomi access
- Go to Settings → Personalization → My Interests
- Add your priority keywords: client names, deal stages, competitors to track
- Add communication preferences: formal/informal, preferred phrasing
- Go to the Agent page, then select Automation → New Task
- Create the first task:
| Field | Input |
|---|---|
| Task Name | Pipeline Sync & Lead Monitoring |
| Task Description | 1. Sync with HubSpot — read all deals, stages, owners, and close dates\n2. Monitor for deals entering "Proposal" stage\n3. Generate proposal draft from conversation context and deal data\n4. Log sync runs to timeline |
| Schedule | Every 1 hour |
- Create the second task:
| Field | Input |
|---|---|
| Task Name | Outreach Sequence Manager |
| Task Description | 1. Check for new leads flagged in HubSpot\n2. Draft personalized first outreach using cold-email skill, mirroring user's communication style\n3. Schedule 5-touch follow-up sequence (day 1, 3, 7, 14, 21)\n4. Draft each touch — user approves before sending\n5. Log all outreach to timeline |
| Schedule | Every 4 hours |
| Use Case | Skill to Invoke | What It Does |
|---|---|---|
| Personalized emails | cold-email | Writes B2B outreach that sounds human, not templated |
| Pipeline management | revops | Lead scoring, lifecycle stages, routing rules |
| HubSpot automation | hubspot-automation | Contact/deal creation, pipeline search, property sync |
| Notion proposals | notion-api | Create and manage proposal documents from templates |
🧠 It Sounds Like You, Not AI
- Alloomi reads your communication patterns and mirrors your tone in every draft
- Prospects get personalized outreach, not mass-sent templates
- The more you use it, the more it learns your style
📈 Pipeline Without the Admin Work
- HubSpot sync keeps your CRM always current — no manual updates
- Deals auto-advance in Alloomi's Focus view as they progress in HubSpot
- Never lose a lead because you forgot to log an interaction
⚡ Scale Without Burnout
- 5-touch sequences that actually add value on each touch
- Proposal drafts in minutes, not hours
- AI handles the cadence; you focus on closing deals