AI & RAG
Generate a collateral-backed deal brief on demand
Accepts a webhook with a prospect's industry and pain points, retrieves the most relevant Dropbox collateral.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook with prospect contextHTTP webhook
- ActionBuild and embed retrieval queryOpenAI
- ActionRetrieve matching collateral from PostgresPostgres
- ActionDraft deal brief with OpenAIOpenAI
- LogicAttach Dropbox share linksDropbox
- OutputReturn brief in webhook responseHTTP webhook
What it does
Turns deal context into a tailored brief. Given a prospect's industry, use case, and objections, it queries the collateral index for the best-matching case studies and one-pagers, then has OpenAI assemble a short brief that recommends which assets to send and the talking points behind them.
When to use it
Use it from a CRM button or call-prep tool when a rep wants a fast, on-message starting point for a specific opportunity, drawing only from approved collateral rather than improvising.
How it works
- 1A webhook delivers the prospect context payload.
- 2OpenAI turns the context into a retrieval query and embeds it.
- 3A retrieval step pulls the top matching collateral passages from Postgres.
- 4OpenAI drafts a deal brief: recommended assets, why each fits, and key talking points.
- 5A logic step attaches the live Dropbox share links for each recommended file.
- 6The brief is returned as the webhook response for the calling tool to display.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect DropboxFiles and folders.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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