What it does
Use when a user mentions "demo request fast path", "instant demo response", "demo SLA workflow", or asks for related help. When a prospect submits a demo form, fire instant account enrichment, create a high-priority AE task, and ping Slack — getting from request to AE outreach in under an hour.
You get
Segment
Segment produced by this recipe.
Content Asset
Asset produced by this recipe.
Workflow
Workflow produced by this recipe.
Dashboard
Dashboard produced by this recipe.
How it works
Identify Demo Requesters
Create SegmentBuild a segment
Build Alert Content
create_slack_contentGenerate Slack alert content for the #demo-requests channel. Include: requester name, account name, employee count, industry, deal-size estimate (if available), prior touch history (last engagement, ICP fit score), and a direct link to the user record. Tone: terse, scannable — this is a triage card, not a marketing message.
Build Routing Workflow
Create WorkflowCreate a workflow firing on form_submitted where form_type = demo_request. Step sequence: (1) enrich account via firmographic lookup if not already enriched; (2) compute ICP fit score and store as user attribute; (3) for high-fit ICPs (score >= 70), create a high-priority AE task due same-day with the prospect
Build SLA Dashboard
Build DashboardCompose a dashboard tracking the demo-request response funnel: form_submitted → task_created → task_completed → meeting_scheduled. Surface median + p75 time from form_submitted to AE first-touch (SLA metric — target: under 60 minutes during business hours). Break down by ICP fit tier (high/med/low) and by AE owner. Add a card flagging any demo request open >2 hours without a task completion.
Ready to run this recipe?
Tell Blu what you need. It builds the segment, content, journey, and dashboard in minutes.
Sign up free