Closed-won → onboarding kickoff
Deal moves to closed-won and Carly emails the welcome, books the kickoff, and creates the Notion onboarding doc.
Outlook Calendar The workflow at a glance
Action How this workflow works, step by step
- 1 Trigger Deal won
The workflow starts when HubSpot signals "deal won". Carly is listening continuously, so the run begins within seconds of the event.
- 2 LLM Draft welcome
An LLM step does the thinking: draft welcome. Carly picks the right model for the job and you can swap models per step if you need to.
- 3 Action Send welcome
Finally Carly takes action in Gmail or Outlook: send welcome. This is the thing that actually moves the world.
- 4 Action Book kickoff
Finally Carly takes action in Google Calendar or Outlook Calendar: book kickoff. This is the thing that actually moves the world.
- 5 Action Create doc
Finally Carly takes action in Notion: create doc. This is the thing that actually moves the world.
When to use this template
- You want this work to happen consistently without anyone remembering to do it.
- You're already using HubSpot and Gmail, and the manual version of this is eating real minutes a week.
- You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.
When not to use it
- This task only happens once or twice a month — the setup cost won't pay back.
- The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
- Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.
Build it in 10 minutes — copy this prompt
Paste this in an email to and Carly will build the workflow for you.
Hey Carly — please build me this workflow. Name: Closed-won → onboarding kickoff What it should do: Deal moves to closed-won and Carly emails the welcome, books the kickoff, and creates the Notion onboarding doc. Steps: 1. Trigger: Deal won 2. LLM: Draft welcome 3. Action: Send welcome 4. Action: Book kickoff 5. Action: Create doc Tools to wire up: HubSpot, Gmail, Outlook, Google Calendar, Outlook Calendar, Notion Set it live once you've got it working. Thanks!
Apps you'll connect
Carly authenticates these for you over OAuth when she sets up the workflow.
Outlook Calendar Questions teams ask before building this
How long does this workflow take to set up?
Most teams have "Closed-won → onboarding kickoff" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating HubSpot.
Can I edit this template after Carly builds it?
Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.
What if I use a different tool than the ones in this template?
Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.
Does this run automatically once it's built?
Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.
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