LEAD GENERATION
Agent-Built Warm-Account Research Briefs from Event List
An agent reads a scraped attendee list, researches the top-scored accounts in depth, writes a one-page outreach brief per account.
How it runs
The automated pipeline, trigger to output.
- TriggerAccount marked ready for researchAirtable
- ActionPull account and enrichment fieldsAirtable
- ActionGather recent news and signalsExa
- ActionSupplement research with deep web contextPerplexity
- ActionDraft one-page outreach briefNotion
- OutputLink brief back to account recordAirtable
What it does
Goes a layer deeper than scoring: for the highest-priority accounts from an event, an agent does real research and drafts a one-page outreach brief covering recent news, likely pain points, and a suggested opening angle. Briefs are saved in Notion and linked to the account record.
When to use it
Use it when you have a short list of high-value targets from a conference and want reps walking into outreach already prepared, not starting from a blank page. Best for ABM-style motions where quality beats quantity.
How it works
- 1The run starts when an Airtable record is marked ready for research.
- 2The agent pulls the account and its enrichment fields.
- 3Exa and Perplexity gather recent company news, hiring signals, and context.
- 4The agent synthesizes findings into a structured one-page brief with a recommended angle.
- 5The brief is created as a Notion page.
- 6The Notion link is written back onto the Airtable record.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect ExaNeural search across the web.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect NotionPages, databases, comments.
- 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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After a webinar, identify attendees whose poll answers signal high purchase intent, create or update their HubSpot contact with a lead score.
Classify open-text webinar poll answers with AI and enrich the lead record
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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.