A demo request is one of the strongest buying signals a website can send. This automation captures each request, matches it to the right rep, confirms the meeting, and queues prep notes so high-intent buyers never wait. It works for SaaS teams, agencies, and any business that sells through a conversation.
What's Included
- Request capture: every "book a demo" submission lands as a deal card with the prospect's details and use case.
- Smart routing: an AI agent matches each request to the right rep by territory, product line, or company size.
- Booking confirmation: an instant confirmation email and calendar invite go out through your scheduling integration.
- Prep queue: the assigned rep gets a Slack alert plus a short AI brief on the prospect before the call.
How To Use
- Clone this automation into your workspace.
- Connect your demo-request form as the trigger.
- Set routing rules and link your calendar tool.
- Enable the toggle so requests route and confirm on their own.
Explore more sales-ready flows in the Community Gallery or see how AI agents qualify leads.