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Sales·Fires on webhook

AI welcome email personaliser that greets every new HubSpot signup as one person.

HubSpot fires 'new signup' webhook. Claude drafts a warm, role-specific welcome email that references what the user actually signed up for.

How Pilotran works

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What a real run looks like
Welcome email drafted in Gmail — hook picked from their role.
HubSpot fired "new signup" for Naomi (Head of Growth at Lattice) via the pricing page. Claude wrote a warm welcome that references growth teams' typical first job with the product.
gmail
To: naomi@lattice.example Subject: Welcome to Pilotran — where to start Hi Naomi, Thanks for signing up. Most growth folks like you start by activating one of the recurring reports we already have templates for — the Weekly SEO Report is a good five-minute win. Quickstart: pilotran.com/docs/getting-started Anything you'd like help thinking through, just reply — I read every one. Best, Pavan Personalisation hook: "Head of Growth" title → led with the recurring-report angle instead of the generic "connect an app" opener.
How this workflow runs
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
Under the hood — the exact prompt Claude sees
Draft a welcome email from {{sender_name}} for {{product_name}} to {{contact_name}} ({{title}} at {{company_name}}) who signed up via {{signup_source}}. Tone: {{tone}}. Rules: (1) under 100 words; (2) reference one thing that fits their role — don't fake specificity; (3) exactly one link, to {{first_step_url}}; (4) offer to reply for questions, do not push a demo. Reply with JSON only: {"subject": string, "body": string, "personalisation_hook": string}.
What you configure

Fields you provide once.

Claude uses these on every run — set them during activation.

Your name
textrequired
Product name
textrequired
First-step URL (docs, quickstart)
textrequired
Tone
selectrequired
Frequently askedQuestions about Welcome Email Personaliser+
How long does it take to set up Welcome Email Personaliser?+

About 60 seconds. Connect Hubspot, fill in the plain-English fields the template asks for, and hit Activate. Pilotran runs the workflow once against sample data so you can see what Claude does before it touches your real accounts.

Can I edit Welcome Email Personaliser after activating it?+

Yes — pause, edit the prompt, tweak the fields, or delete the workflow at any time from your Workflows page. Paused workflows keep their run history and can be resumed later.

Which AI model runs my workflow?+

Every workflow uses Anthropic's Claude by default. On any paid plan you can add your own Anthropic or OpenAI API key and pay providers directly for unlimited runs — Pilotran only meters when it's on our shared credits.

Does Pilotran train AI models on my data?+

No. Your workflow data is only used to execute the workflows you activated. We do not train models on your data or share it with third parties.

What happens if a run fails?+

Pilotran's Failure Doctor auto-explains what broke (bad credentials, invalid input, provider rate limit, etc.) and suggests a fix. Failed runs don't disappear — you can retry any run from the Runs page.

Comparing tools?

See how Pilotran stacks up on this kind of workflow versus Zapier, n8n, Make, Relay and Gumloop.

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AI workflow automation on autopilot. Pick a template, connect your apps, let Claude do the rest.

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