Your Arrows playbook runs your whole stack

Send the recap from GmailGmailMCP tool callgmail.create_draftRecap to the champion with the next step and two review times.Writing in GmailDraft ready for review the same day. Propose two times for the technical review on Google CalendarGoogle CalendarMCP tool callcalendar.find_free_timeFinds two open slots this week for the rep and the solutions engineer.Checking calendarsTwo times held, before the end of the week.

If someone on a call isn’t in HubSpotHubSpotMCP tool callhubspot.search_contactsCompares the people on the call with the contacts on the deal.Checking HubSpot2 people not in the CRM, research their role in ClayClayMCP tool callclay.enrich_personTitle, team, background and recent posts for each new person.Researching in ClayRoles found, add them to the deal with what they said, and add them to a sequence in OutreachOutreachMCP tool calloutreach.add_to_sequenceAdds each new stakeholder to the right sequence, with a first email that references the call.Adding in OutreachReady for the rep to send.

If only one person from the buyer has joined a call, find the economic buyer in ClayClayMCP tool callclay.find_peopleFinds finance and operations leaders at the account who sign software contracts.Searching ClayEconomic buyer added and draft an intro the champion can forward.

When pricing comes up, build the quote in HubSpotHubSpotMCP tool callhubspot.create_quoteLine items and terms the buyer named on the call, from your price book.Building the quoteQuote ready for review from the products and terms on the call, then draft the proposal in PandaDocPandaDocMCP tool callpandadoc.create_documentProposal from your annual template, scope and timeline from the call.Building in PandaDocProposal ready for review and a one-page internal pitch in GammaGammaMCP tool callgamma.create_presentationSix slides for the champion: their problem in their words, the plan, the price.Building in GammaDeck ready for review for the champion to share.

When the proposal is approved, send the proposal for signature in @pick a toolChoose the signature tool, then move the deal to Closed won in HubSpot and tell the CS lead in Slack.

No deal over $100K goes to proposal with fewer than three people from the buyer. After every call, check the contacts on the deal in SalesforceSalesforceMCP tool callsalesforce.query_contactsReads the contact roles on the opportunity and compares them to the playbook rule.Reading Salesforce2 of 3 roles found.

If the economic buyer or the security lead is missing, find them in ClayClayMCP tool callclay.find_peopleFinds the CFO and the head of security at the account.Searching Clay2 people found and draft an intro the champion can forward.

When security comes up, start the questionnaire from VantaVantaMCP tool callvanta.get_answersPulls last quarter’s approved answers into the buyer’s questionnaire.Reading Vanta80% prefilled and post the owner and due date in SlackSlackMCP tool callslack.post_message#security-reviews: questionnaire for this account, owner and due date.Posting to SlackOwner tagged.

If the buyer asks for pricing on the first call, build the quote in HubSpotHubSpotMCP tool callhubspot.create_quoteSeats, plan and billing terms from the call, from your price book.Building the quoteQuote ready for review before the rep is off the call.

Send the quote from GmailGmailMCP tool callgmail.create_draftShort note with the quote attached and a link to book the next step.Writing in GmailDraft ready for review with a link to book the next step. When the buyer says yes, send the proposal for signature in DocuSignDocuSignMCP tool calldocusign.create_envelopeOrder form with the quoted terms, sent to the signer the buyer named.Preparing envelopeReady to send for signature.

If nothing comes back in 2 days, nudge once and tell the rep in SlackSlackMCP tool callslack.post_messageDirect message to the rep: quote unopened for 2 days, nudge sent.Posting to SlackRep told.

Ninety days before renewal, pull billing history from StripeStripeMCP tool callstripe.list_invoicesInvoices, plan changes and payment issues for the last 12 months.Reading Stripe12 months pulled and the account notes in NotionNotionMCP tool callnotion.searchKickoff page, success plan and open requests for the account.Reading Notion3 pages found.

Draft the renewal quote in HubSpotHubSpotMCP tool callhubspot.create_quoteRenewal at current terms, with the expansion option as a second line.Building the quoteQuote ready for review at current terms and a value recap in GammaGammaMCP tool callgamma.create_presentationWhat the account got this year, in their numbers and their words.Building in GammaDeck ready for review.

If usage dropped, tell the account owner in SlackSlackMCP tool callslack.post_message#renewals: account at risk, usage down, recap and quote ready.Posting to SlackOwner told before anything goes to the customer.