Plays

Follow-through that runs the same way every time

A play is a concrete revenue outcome: when this happens, do that, with these tools and these owners. Xoria pauses for your approval before anything reaches a customer.

The Plays page

Run it now, review what waits on you

Each play shows what it does and how its runs went. Runs that are waiting for an approval sit at the top, with the draft ready and nothing sent.

Plays

Ready to turn on

Two plays, step by step

Pick who approves and where the results go, and the play is on. Then run it on a meeting or a deal.

After every meeting

Meeting Follow-up

Summarizes the call, drafts the follow-up, and turns commitments into tasks.

  1. 1Read the meeting from Xoria's memory
  2. 2Ground the account in what Xoria already knows
  3. 3Summarize the call and extract commitments with owners
  4. 4Log the summary and next steps to Xoria's memory — and the HubSpot deal, if connected
  5. 5Send the follow-up emailWaits for your approval
  6. 6Create a task for every commitment, assigned with due dates
  7. 7Report what got done, what didn't, and why
How Meeting Follow-up works

When a deal closes

Closed-Won Handoff

Creates the onboarding project and drafts the customer kickoff email.

  1. 1Pull the deal context and related meeting transcripts
  2. 2Recall the account's history from Xoria's memory
  3. 3Create the onboarding project for the accountWaits for your approval
  4. 4Create phased onboarding tasks with owners and due dates
  5. 5Draft the customer kickoff email (never sent automatically)
How Closed-Won Handoff works

Write your own

Tell Xoria what to do, and what it may use

Create a play in six steps, or ask Xoria to draft one in the chat. A drafted play never runs until a person reviews it and publishes it.

Create play
  1. Name your play
  2. Tell Xoria what to do
  3. Choose what it can use
  4. Choose what it works on
  5. Decide when it runs
  6. Review and publish

Six steps to a play

Name it, write the instruction, choose the tools it can use and what it works on, decide when it runs, then review and publish.

Decide when it runs
  • Run now
    On the meeting, deal or record you pick
  • Every day
    At the time you set
    Schedule
  • Weekdays
    Monday to Friday
    Schedule
  • Weekly or monthly
    On the day you choose
    Schedule

On a schedule, or when you say

Run a play now, or put it on a schedule: every day, weekdays, weekly or monthly. Every external action still pauses for approval before it runs.

How it works

Point tools run one step. Xoria runs the whole play.

We build in public: all six stages are live in the beta today, and we are widening the signal rail with our design partners.

  1. Step 01 · Signal

    A signal fires

    A demo ends. A deal closes. Usage spikes. Events already stream in from GitHub, Sentry, and PostHog — CRM and meeting sources are next on the rail.

    Demo
    Signals on the rail
    A demo ends
    A deal closes
    Usage spikes

    Streaming today: GitHub, Sentry, and PostHog.

  2. Step 02 · Play

    Xoria picks the play

    When X happens, run Y: the steps, the tools, the owners, the approvals. Plays are the unit of work — not another workflow canvas.

  3. Step 03 · Execution

    The agent runs the steps

    Ask Xoria works across your connected tools: drafts the recap, updates the record, files the tasks — every step logged as it happens.

  4. Step 04 · Approval

    You approve what matters

    Anything customer-facing waits for a human yes. Approvals are single-use and bound to the exact action — no blank checks.

  5. Step 05 · Done work

    Work lands with the team

    Results become tasks, projects, and messages the whole team can see — not a chat transcript in one person's window.

  6. Step 06 · Outcome

    Outcomes get recorded

    Every play run ends with a disposition — meeting booked, opp created, no result — so you see which plays produce revenue.

PlaysIn build with design partners

Plays sell outcomes, not workflows.

A play is a concrete revenue outcome: when this happens, do that, with these tools and these owners. This is the launch gallery we're shaping with our first design partners.

Meeting ends

Meeting Follow-up

Recap drafted, records updated, tasks filed before you refill your coffee.

Deal closes

Closed-Won Handoff

Kickoff project, owners, and welcome email — ready before the celebration ends.

Every morning

Morning Pipeline Brief

What moved, what stalled, and what needs a push — read it with breakfast.

Nightly

CRM Hygiene Sweep

Stale deals flagged, missing fields chased. Nobody does the chore by hand.

New lead arrives

Inbound Lead Play

Enriched, routed, first touch drafted — while the interest is still warm.

Usage shifts

Churn & Expansion Watch

CS and product see the same signal the same day, with tasks attached.

Close the follow-through gap.

Xoria is in private beta. Join the waitlist — and if you want to shape the first plays with us, say so when we email you: we're onboarding a small group of design partners now.

Or book a demo