SALES
Agent-Driven Re-Anchor Orchestrator for Departed Champions
An agent investigates a bounced champion, maps the remaining buying committee, drafts tailored multi-thread outreach to each stakeholder.
How it runs
The automated pipeline, trigger to output.
- TriggerGmail bounce on deal contactGmail
- ActionRead deal history, notes, and contact mapHubSpot
- ActionResearch account changes and new stakeholdersExa
- LogicReason over who to re-anchor and messaging per role
- ActionDraft per-stakeholder outreach and write plan to dealHubSpot
- OutputDeliver full re-anchor plan to rep for approvalSlack
What it does
This hands a champion departure to an agent that does the strategic legwork. Starting from a bounce, it gathers the deal's history and notes from HubSpot, researches the account and likely new decision-makers on the web, then composes distinct, role-aware outreach drafts for several stakeholders at once. The result is a complete re-anchor plan, not a single templated email.
When to use it
Reach for this on high-value or complex deals where re-engaging means rebuilding a whole buying committee, and a generic backfill note won't cut it. Use it when you want a thoughtful first draft of the recovery play in minutes.
How it works
- 1A Gmail bounce on a deal contact triggers the agent.
- 2The agent reads deal history, notes, and contact map from HubSpot.
- 3Exa research surfaces account changes and probable new stakeholders.
- 4The agent reasons over who to re-anchor and what each needs to hear.
- 5It drafts tailored outreach per stakeholder and writes a plan back to HubSpot.
- 6Slack delivers the full re-anchor plan to the rep for approval.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect ExaNeural search across the web.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.