Founders & Salespeople

One Person Does the Work of Many, at Scale

Alloomi learns your communication style, automatically maintains hundreds of client relationships, follows up on leads, and generates personalized proposals — never burns out.

What it does:

Step	Action
🧠 Learn your style	Read past messages to mirror your tone and phrasing
📊 Track all leads	HubSpot/Salesforce sync — auto-updated pipeline with deal stages
✉️ Follow-up at scale	Personalized outreach sequences across email, Telegram, LinkedIn
📄 Generate proposals	Auto-draft proposals from conversation context and CRM data

“I can now manage what used to require a full sales team. Alloomi handles the follow-ups, the personalized outreach, the proposal generation — while I focus on closing deals.”

See It in Action

HubSpot Pipeline Sync

Connect HubSpot in Settings → Connectors to sync your full pipeline. Alloomi reads deal stages, owner assignments, and close dates — keeping your pipeline view always current without manual updates.

Personalized Outreach Draft

Alloomi reads your past messages and communication patterns to draft follow-ups that sound like you — not generic AI output. Use the cold-email and revops skills to generate personalized sequences at scale.

Follow-Up Sequence Automation

Set up scheduled tasks for your outreach sequences. Alloomi manages the cadence — weekly check-ins, post-demo follow-ups, competitive intel alerts — and drafts each message for your approval.

Auto-Generated Proposal Draft

Alloomi compiles context from past conversations, HubSpot deal data, and your notes into structured proposal drafts. Save hours of manual writing and ensure every proposal reflects what the client actually discussed.

Tracking Your Pipeline

Alloomi’s tracking panel shows pipeline sync executions, outreach messages sent, and proposal drafts generated — giving you full visibility into your AI-powered sales operations.

What Changed

Aspect	Before	After
Client management	50 clients managed manually	500+ with AI assistance
Outreach quality	Generic mass emails	Personalized at scale
Proposal writing	Hours per proposal	Auto-drafted from context
Follow-up cadence	Dropped leads after one touch	5-touch sequences, automated
Pipeline visibility	Stale CRM, manual updates	Live HubSpot sync, always current
Competitive intel	Missed competitor mentions	Real-time alerts via Interests settings

Reference Case Studies

Companies running AI sales agents report significant pipeline acceleration:

Gumloop / Gusto: 31% higher win rate, $1.5M+ ARR in 3 months from AI sales agents
11x AI / Checkr: 1.5x increase in qualified meetings
11x AI / canibuild: $1M+ pipeline generated in first 3 months

How to Set Up

Option 1: Copy & Paste (Easiest)

Open Alloomi and paste this:


Please help me set up my sales automation workflow.

1. Connect HubSpot in Settings → Connectors so Alloomi can read my pipeline (deals, stages, owners, close dates)

2. Set up a personalized outreach system:
   - Read my past emails to learn my communication style (tone, formality, phrasing)
   - When I flag a lead in HubSpot, draft a personalized first outreach using the cold-email skill
   - Schedule a 5-touch follow-up sequence: day 1, day 3, day 7, day 14, day 21
   - Each touch should add new value (not just "checking in")
   - Draft everything — I approve before anything goes out

3. Set up proposal generation:
   - When a deal reaches the "Proposal" stage in HubSpot, compile context from conversation history, deal data, and notes
   - Generate a structured proposal draft in my template format
   - Create the proposal artifact and notify me for review

4. Track everything: log each outreach, follow-up, and proposal draft to my timeline

Alloomi will automatically create the scheduled tasks for you!

Option 2: Manual Setup

Step 1: Connect HubSpot

Go to Settings → Connectors
Find HubSpot in the connector list and click Connect
Complete the OAuth flow to authorize Alloomi access

Step 2: Configure Personalization

Go to Settings → Personalization → My Interests
Add your priority keywords: client names, deal stages, competitors to track
Add communication preferences: formal/informal, preferred phrasing

Step 3: Create Automation Tasks

Go to the Agent page, then select Automation → New Task
Create the first task:

Field	Input
Task Name	`Pipeline Sync & Lead Monitoring`
Task Description	`1. Sync with HubSpot — read all deals, stages, owners, and close dates\n2. Monitor for deals entering "Proposal" stage\n3. Generate proposal draft from conversation context and deal data\n4. Log sync runs to timeline`
Schedule	`Every 1 hour`

Create the second task:

Field	Input
Task Name	`Outreach Sequence Manager`
Task Description	`1. Check for new leads flagged in HubSpot\n2. Draft personalized first outreach using cold-email skill, mirroring user's communication style\n3. Schedule 5-touch follow-up sequence (day 1, 3, 7, 14, 21)\n4. Draft each touch — user approves before sending\n5. Log all outreach to timeline`
Schedule	`Every 4 hours`

Step 4: Use the Right Skills

Use Case	Skill to Invoke	What It Does
Personalized emails	cold-email	Writes B2B outreach that sounds human, not templated
Pipeline management	revops	Lead scoring, lifecycle stages, routing rules
HubSpot automation	hubspot-automation	Contact/deal creation, pipeline search, property sync
Notion proposals	notion-api	Create and manage proposal documents from templates

Why This Works

🧠 It Sounds Like You, Not AI

Alloomi reads your communication patterns and mirrors your tone in every draft
Prospects get personalized outreach, not mass-sent templates
The more you use it, the more it learns your style

📈 Pipeline Without the Admin Work

HubSpot sync keeps your CRM always current — no manual updates
Deals auto-advance in Alloomi’s Focus view as they progress in HubSpot
Never lose a lead because you forgot to log an interaction

⚡ Scale Without Burnout

5-touch sequences that actually add value on each touch
Proposal drafts in minutes, not hours
AI handles the cadence; you focus on closing deals