Back to marketplace
Lead to Research to Email to CRM to Deck
CREATED BY
1 Template
350 Views
LAST UPDATED
November 18, 2025DESCRIPTION
This AI agent automatically monitors new business leads, qualifies them based on budget criteria, conducts market research on qualified prospects, creates customized presentation decks, and drafts personalized outreach emails with meeting invitations—turning raw leads into ready-to-send opportunities.
What it does:
-
Scans lead database for new entries with $5,000+ monthly budgets
-
Researches qualified companies (market position, competitors, fit analysis)
-
Generates tailored 6-8 slide presentation decks
-
Drafts personalized outreach emails with deck links and calendar availability
-
Documents everything and flags high-value opportunities for human review
Result: Qualified leads get personalized, research-backed outreach —no manual research or email drafting required.
TOOLS
HOW DO YOU SET THIS UP?
1.
Create a Google sheet to add and/or capture inbound leads from a form
Kick off this process
2.
Connect Google Calendar, Gmail, Sheets and Gamma
Then, build a theme template in Gamma
3.
Build a Deck and save it as a theme in Gamma (Optional)
Create a deck with personalized branding if you want the Gamma deck to carry brand guidelines.
Hand-picked by the Gumloop team
