Personalized Gamma demo decks for new Typeform requests
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.
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.
Additional information
What does this prompt do?
- Listens for new Request a Demo submissions in Typeform and pulls out the prospect's name, role, company, website, and what they wrote about their use case.
- Reads the company website to learn their product, positioning, recent launches, and the kinds of problems they care about.
- Builds a personalized Gamma deck with a short what we heard recap and a how we'd help section that maps your capabilities to their actual business.
- Emails the deck to the prospect with the assigned AE on copy and a short personalized note in the body.
- Skips deck generation and just pings the AE when a submission looks low quality, so you don't burn Gamma credits on spam.
What do I need to use this?
- A Typeform account with your Request a Demo form set up to send a webhook on new submissions.
- A Firecrawl account for scraping prospect websites.
- A Gamma account with enough credits for your demo volume, plus a workspace theme you want to use.
- A Gmail account to send from. This is usually the assigned AE's mailbox or a shared sales inbox.
- A way to decide which AE gets each lead. A single owner, round robin, or a simple rule like territory.
How can I customize it?
- Map the Typeform fields you actually use: which question holds the name, company, website, role, and use case description.
- Tune the low quality filter. Common rules are free email domains, missing or invalid website, and short or junk use case text.
- Pick the Gamma theme, deck length, and how aggressively the deck pitches versus discovers.
- Choose how the AE is assigned: a single owner, round robin across the team, or by territory and company size.
- Adjust the email body: tone, signature, calendar link, and whether the AE is on Cc or Bcc.
Frequently asked questions
What counts as a low quality submission?
Can the AE review the deck before it goes to the prospect?
What if our demo form isn't in Typeform?
Will this work with any Gamma plan?
Can the email send from the AE's own Gmail?
Stop sending the same generic demo deck to every inbound lead.
Connect Typeform, Firecrawl, Gamma, and Gmail once. Geni researches every new demo request and sends a personalized deck within minutes.