Example workflows

Let agents turn product work into polished demos.

Trigger Welles from HubSpot, Clay, Linear, or a coding agent when a buyer, customer, or launch moment needs a better explanation. The outcome is faster follow-up, fewer live demo requests, and a shorter path from product interest to sales-ready proof.

API reference CLI docs

GTM

GTM workflows

Turn launch moments, account signals, and campaign context into sales assets that move buyers faster.

Release follow-up and social posts

Connect Linear release context with Clay and HubSpot so prospects and customers get a relevant Welles demo, then reuse the same video on X and LinkedIn.

Trigger

New release matches account pain point

Action

Find matching accounts, create a feature-specific Welles demo, attach it to the outbound task, and publish trimmed clips to X and LinkedIn.

Outcome

Reps get a launch asset the same day the feature ships, so campaigns start with proof instead of a generic announcement.

linear.release = "new feature"
clay.find_accounts({ pain: release.tag })
hubspot.create_task({
  asset: welles_share_url
})
social.schedule(["x", "linkedin"], {
  asset: welles_share_url
})

Clay outbound personalization

Use Clay enrichment fields to decide which demo angle a lead should receive, then have Welles produce a lightweight personalized video for outbound.

Trigger

Clay table row matches ICP + intent

Action

Select the storyboard, render a short Welles demo, and return a share link for the outbound sequence.

Outcome

Outbound feels specific to the account, increasing reply quality and reducing the need for an early live demo.

clay.row.intent = "screen recorder"
welles storyboard --topic "$angle"
welles record --project PROJECT_UUID \
  --plan storyboard.json
welles share PROJECT_UUID

Event follow-up library

After a webinar, field event, or launch campaign, generate a set of Welles demos mapped to the highest-intent audience segments.

Trigger

Campaign attendee list is enriched

Action

Create segment-specific walkthroughs, attach them to follow-up sequences, and reuse the strongest clip for social distribution.

Outcome

Every attendee receives a relevant follow-up, not a generic replay link, so campaign interest turns into qualified conversations.

clay.enrich(attendees)
segments = clay.segment_by("use_case")
welles record --topic "$segment_demo"
hubspot.sequence.attach(welles_share_url)

Engineering

Engineering workflows

Convert shipped work into explainable demos so support, success, and sales can communicate changes without waiting on engineering.

Feature shipped → customer demo

When a Linear issue or project ships, create a Welles demo that shows existing customers exactly how the new product capability works.

Trigger

Linear feature is marked Deployed

Action

Turn the release notes into a customer-facing walkthrough, then post the Welles link in Slack for success, support, and sales engineering.

Outcome

Customers see how the feature works immediately, reducing support back-and-forth and helping revenue teams create expansion moments.

linear.issue.status = "Deployed"
welles storyboard \
  --repo-context ./release-notes
welles record --project PROJECT_UUID \
  --topic "Show customers how this works"
welles share PROJECT_UUID
slack.post("#customer-success", welles_share_url)

Bug fix explanation

When a high-impact fix ships, create a short Welles walkthrough that shows what changed and how customers can verify the behavior.

Trigger

Linear bug moves to Done

Action

Record the before/after flow, attach it to the ticket, and post the proof video in Slack for support and customer success.

Outcome

Support can close the loop with proof, not a text explanation, which builds trust with affected accounts.

linear.issue.type = "bug"
linear.issue.status = "Done"
welles record --topic "Show the fix"
welles share PROJECT_UUID
slack.post("#support", welles_share_url)

Datadog incident → fix walkthrough

When Datadog flags a customer-impacting issue, open the Linear fix, then use Welles to explain what happened, what changed, and how teams should communicate the resolution.

Trigger

Datadog monitor detects a customer-impacting issue

Action

Create or link the Linear issue, record a Welles walkthrough that explains the issue and the fix, then post the share link in Slack for support, success, and engineering.

Outcome

Customer-facing teams get a clear explanation instead of piecing together logs, tickets, and release notes during follow-up.

datadog.monitor.status = "Alert"
linear.create_issue({
  title: datadog.incident.summary,
  priority: "urgent"
})
welles record --topic "Explain the issue and fix"
welles share PROJECT_UUID
slack.post("#incident-comms", welles_share_url)

Migration guide recording

When an API, settings, or workflow change needs customer action, record a step-by-step Welles guide from the release notes.

Trigger

Linear project is labeled Migration

Action

Create a migration walkthrough, attach it to the launch issue, and send it into Slack so support and success can reuse it.

Outcome

Customers can self-serve the migration steps, reducing calls and making account teams more confident during rollout.

linear.project.label = "Migration"
welles storyboard --topic "Migration guide"
welles record --project PROJECT_UUID
linear.comment(welles_share_url)
slack.post("#launch-readiness", welles_share_url)

Product

Product workflows

Use Welles to explain roadmap changes, onboard users, and turn shipped feedback into visible customer value.

New feature onboarding

Create a Welles walkthrough for a newly launched feature and use it in onboarding, help docs, and in-app education.

Trigger

Product launch checklist is complete

Action

Generate a product-led walkthrough, publish the share link, and route it to lifecycle and docs.

Outcome

New capabilities become onboarding and enablement assets immediately, increasing adoption without extra production cycles.

linear.project.status = "Launched"
welles storyboard --topic "Feature onboarding"
welles record --project PROJECT_UUID
welles share PROJECT_UUID

Feedback follow-up demo

When product feedback becomes a shipped improvement, send customers a Welles video that closes the loop and shows the updated flow.

Trigger

Customer feedback links to shipped Linear issue

Action

Record the improved workflow, attach it to the customer account, and notify the requester.

Outcome

Customers see that their feedback changed the product, improving retention conversations and product trust.

feedback.status = "Shipped"
linear.issue.status = "Done"
welles record --topic "You asked, we shipped"
hubspot.timeline.add(welles_share_url)

Beta cohort education

Before a beta opens, create a Welles walkthrough that explains the setup flow, what to test, and how to send feedback.

Trigger

Beta cohort is approved

Action

Generate a beta onboarding video and send it to the cohort before access is enabled.

Outcome

Beta users enter with context, so feedback is about product quality rather than setup confusion.

hubspot.list = "Beta cohort"
welles storyboard --topic "Beta onboarding"
welles record --project PROJECT_UUID
hubspot.email.attach(welles_share_url)

Sales

Sales workflows

Give reps and sales engineers the right demo asset for each account stage so fewer deals stall waiting for custom proof.

Deal-stage demos for prospects

When a HubSpot deal moves into a qualified stage, trigger Welles to create or attach the right product walkthrough and send the share link back to the prospect record.

Trigger

HubSpot deal stage changes to Evaluation

Action

Generate a role-specific Welles walkthrough, export it, and write the hosted share URL back to the CRM timeline.

Outcome

Prospects get proof while interest is high, helping reps advance the deal before the next scheduled call.

hubspot.deal.stage = "Evaluation"
POST /cli/projects/{id}/script
POST /claude/videos/{id}/export
POST /claude/videos/{id}/share

Sales engineering request

When a rep needs a deeper walkthrough, create a Welles request with account context, product area, and a recording brief.

Trigger

HubSpot deal needs technical validation

Action

Open a sales engineering task with the deal context and suggested Welles demo outline.

Outcome

Sales engineering gets a focused request instead of a vague ask, reducing turnaround time for technical demos.

hubspot.deal.stage = "Technical Validation"
linear.create_issue({
  team: "sales-engineering",
  brief: welles_demo_brief
})

Renewal and expansion demos

When an existing customer is approaching renewal, create a Welles recap that highlights new value shipped since their last contract.

Trigger

HubSpot renewal window opens

Action

Match shipped features to the account's usage, generate a value recap demo, and attach it to the renewal plan.

Outcome

Renewal conversations start with delivered value, making expansion and retention motions easier to defend.

hubspot.renewal.days_until_close = 60
linear.search({ account_pain: true })
welles record --topic "Renewal value recap"
hubspot.deal.attach(welles_share_url)