Coming soon | Agentic Workflows
Keep deals moving.
Put agents to work.
Turn deal changes, sales calls, and buyer signals into action. AI agents create and update your Pods automatically, with you in control of what goes live.
HubSpot
Trumpet provides one shared space for onboarding and success plans. It makes collaboration feel natural, not fragmented. If you're in Customer Success and still managing plans in static docs, or struggling to get that sales-to-CS handover right, I'd take a look at trumpet.
Daphne Costa Lopes
Director of Customer Success @ HubSpot
Stripe
Trumpet is simple to use and looks really professional. It makes it so much easier to share content with prospects without everything getting lost over email, and I can see what stakeholders are actively engaging with. The initial setup was also very easy.
Aoife Coburn
Enterprise Account Executive @ Stripe
Gong
Trumpet helped the team streamline their outreach and personalise interactions. We're accelerating our deal cycles, and we've been much tighter on looking at the stakeholder map. Thanks to trumpet, we have been enabled to give our customers a really good buying experience and have the right folks in seat to help close the deal.
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Lesley Ronaldson
EMEA Vice President @ Gong
Figma
Hands down, one of the best sales tools I've utilised in the past few years as a seller. Trumpet is game-changing. The UI is night and day compared with any similar tool on the market. It's easy to use, modern, hyper-personalised and customisable.
Annie Pattinson
Mid-Market Account Executive @ Figma
Personio
I’ve been using Digital Sales Rooms for 2 years, and I’ve seen the impact firsthand. With trumpet: one central space for the buying cycle, clear visibility into engagement, and shorter cycles without losing personalisation.
Koen Stam
Director of International @ Personio
Brevo
I use trumpet to save time and avoid long email back-and-forth. I really like trumpet’s personalised, collaborative space. It keeps everything in one place and cuts down on lengthy exchanges.
Manon Dordhain
EMEA Sales Team Lead @ Brevo
Remote
I like that trumpet is very customisable, allowing me to create different modules tailored to each client's needs. I use trumpet to keep everything in one place, share access with multiple stakeholders, and create timelines and action plans. It helps me increase productivity by avoiding multiple emails and meetings.
Ilgin Doganay
Senior Account Executive @ Remote
ThoughtSpot
Trumpet has become a critical part of how our Enterprise teams sell. What I love is how trumpet aligns tightly with MEDDICC. It gives our champions a single workspace to sell internally and visibility into who’s engaging across the buying committee.
James Smith
Senior VP EMEA @ ThoughtSpot
TestGorilla
Trumpet has been an invaluable tool in our sales process, offering excellent visibility into how customers engage throughout the deal lifecycle. The insights provided have been instrumental in refining our approach, increasing engagement, and ultimately boosting our win rates.
Natalie Spencer
Director of GTM Operations @ TestGorilla
Employment Hero
I couldn't imagine selling without it. It makes my follow-ups seamless, my prospects love having everything in one place, and the insights help me manage my pipeline and deals effectively.
Caragh Hehir
Account Executive @ Employment Hero
Zoopla
The Pods have really allowed us to build out customer journeys for our clients and onboard our customers via one simple link. We have been able to promote additional products and services and, more importantly, track all interactions in one place.
James Dolan
Solutions Manager @ Zoopla
From trigger to action
Every workflow follows four steps. Agents handle the work, you approve what happens next.
Step 1
Something happens
A deal moves stage. A call ends. A buyer goes quiet. Your workflow kicks in.
Step 2
Set the right path
Conditions check the data to decide whether the workflow runs and what path it takes.
Step 3
Agents get to work
Agents read call transcripts, apply judgement and create, update, show or hide Pod content.
Step 4
You give the go-ahead
You decide what can run on auto-pilot and what requires your approval.
Pods that build themselves
No more building a Pod from scratch. Trumpet creates it the moment a deal's created or changes stage, already filled in with CRM details.
Deal stage triggers the build
When a deal's created or hits a stage in HubSpot or Salesforce, trumpet builds the personalised Pod from your Template, with all deal data filled in.
✓ CRM-triggered Pods
The right Template for the deal
Pick a different Template based on deal type or stage, so the Pod structure matches where the deal or customer is at, instead of a one-size-fits-all default.
✓ Template rules
Every deal counted
Every deal gets a Pod automatically, so pipeline and engagement reporting never has gaps.
✓ Consistent coverage
Calls that turn into action plans
A trained trumpet Agent reads and understands the transcript and drafts the Mutual Action Plan and related content.
An Agent reads the transcript for you
The moment a call finishes, the Agent picks out what was agreed, and next steps.
✓ Call-triggered agent
Steps, owners and dates, drafted automatically
Suggested updates to the Mutual Action Plan come straight from the conversation, not from memory.
✓ MAP auto-updates
New stakeholders, picked up automatically
Anyone mentioned on the call gets suggested for the Org Chart, so multithreading doesn't depend on a rep remembering.
✓ Org Chart suggestions
The right content at the right moment
Pages reveal themselves as the deal's ready for them, so buyers always see the right content at the right moment.
Content reveals itself as the deal moves
Pricing unlocks at proposal stage, security and compliance pages appear when legal review starts, each one revealing automatically.
✓ Stage-based reveals
Buyer activity can trigger a reveal too
Hide and unhide pages based on what's happening inside the Pod, not just what's logged in the CRM.
✓ Signal-based reveals
A Pod that moves with the deal
Buyers always see a Pod that matches where the deal actually is, not a static page frozen at send.
✓ Always up to date
A process your whole team follows
Admins decide who each workflow runs for and whether it's mandatory, so consistency doesn't depend on anyone remembering.
Choose who it runs for
Enrol individual reps, whole teams, departments, or the entire brand.
✓ Audience controls
Forced or optional, your call
Forced workflows run for everyone, optional ones let reps switch them on or off for themselves.
✓ Forced vs optional
A clear record of what ran
Workflow history shows every run, what failed, and what needs a retry, so nothing gets missed silently.
✓ Workflow history
Tell Copilot what you want, and it builds the workflow
Describe what should happen and when, fine-tune the steps, then share what works with your team.
Describe it, Copilot builds it
Tell Copilot what should happen and when, and it builds the steps for you.
✓ Copilot-built workflows
Fine-tune the steps
Edit anything Copilot builds, so the workflow matches your process exactly.
✓ Editable steps
Save what works, share it with the team
Once a workflow's running the way you want, save it as a Template so the rest of the team can use it too.
✓ Save as Template
Act on buyer engagement as it happens
When a buyer engages in the Pod, trumpet can respond straight away, so follow-up happens while interest is high.
Buyer activity starts the workflow
Trigger a workflow when viewing time jumps or a champion hasn't visited for a set number of days.
✓ Trumpet Signals triggers
Respond with the right content
Reveal the next page or drop in the right saved Widget as soon as a buyer engages with what came before.
✓ Engagement-led content
Catch a quiet champion early
Flag the Pod to the rep before the deal stalls, instead of finding out at the next pipeline review.
✓ Momentum alerts
The building blocks behind every workflow
Whether it's a simple reveal-a-page rule or a full call-to-MAP pipeline, every Agentic Workflow is built from the same six pieces.
Triggers
Conditions
Actions
Approval
Workflow history
Templates
More ways to trigger a workflow
Agentic Workflows connects natively to your CRM and to Gong, and to almost anything else your team uses through the API, Zapier or n8n.
HubSpot
When a deal's created or changes stage, trumpet builds the Pod from your Template with company and deal value already filled in.
Salesforce
When an opportunity reaches a stage you choose, trumpet reveals or hides the right pages in the Pod.
Gong
When a call finishes, an agent reads the transcript and suggests updates to the Mutual Action Plan.
Slack
When a workflow needs your approval, or a deal's gone quiet, trumpet sends the alert straight to Slack.
Typeform
Connect a form through Zapier so a new submission creates a Pod straight from your Template.
Google Calendar
Connect through Zapier so a booked demo creates or updates the right Pod automatically.
Gmail
Connect through Zapier so a specific reply or label moves a workflow on to its next step.
Google Drive
Connect through Zapier so a new file dropped in a folder gets pulled straight into the right Pod.
Meet Copilot. Your next step, done for you.
Copilot turns your call recordings, CRM data, sales room collateral and stakeholder engagement into a Pod with personalised content built for that buyer.
- Builds a tailored Pod from a single prompt
- Pulls the right content from your CMS or library
- Turns buyer signals into a recommended next move
Vibe code anything your deal needs.
Describe what you want and Canvas in Copilot builds a fully interactive, branded Widget inside your Pod in seconds, from ROI calculators to dynamic competitor comparisons.
- Builds an interactive Widget from a single prompt
- Branded automatically to match your Pod
- Tracked alongside everything else in the deal
Drive trumpet from wherever your AI lives.
Connect trumpet via MCP so Claude, ChatGPT, Gemini, Gong and more can access your Pods, engagement data and deal signals, without switching tabs.
- Build Pods right from your AI assistant
- Surface buyer engagement and spot deal risk
- Take action without ever leaving the tools you use
Agentic Workflows FAQs
How is this different from Copilot?
How is this different from a tool like Zapier or n8n?
What stops a workflow from doing something risky without me knowing?
What can actually trigger a workflow?
Do I need a developer to set workflows up?
We have a dramatic impact across your key metrics
“Our win rate increased by 67%”
Koen Stam
Director of International
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“We got higher conversion rates”
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Lesley Ronaldson
VP, EMEA
READY TO SEE IT IN ACTION?
Put AI to work in your revenue team
Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.
Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.
