LEAD GENERATION
Research cold attendees and draft personalized outreach for net-new leads
Takes the attendees who have no existing relationship, researches each company's recent news with Exa.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator runs against cold-lead HubSpot listHubSpot
- ActionResearch each company's recent news with ExaExa
- ActionDraft personalized first-touch email per leadOpenAI
- LogicHold leads with no usable research for manual review
- OutputCreate ready-to-review drafts in GmailGmail
- OutputNotify rep of drafts and manual cases in SlackSlack
What it does
For the genuinely cold segment of an attendee list, it does the homework: pulls recent company news and context, then writes a tailored first-touch outreach email per contact and stages it as a Gmail draft so a rep just reviews and sends.
When to use it
After you've split out the people you already know, you're left with cold net-new attendees. Use this to give each one a personalized, research-backed opener instead of a generic blast.
How it works
- 1The run starts manually against a HubSpot list of cold conference leads.
- 2Each lead's company is researched via Exa for recent funding, launches, or news.
- 3An OpenAI step drafts a short personalized email weaving in the event you both attended and one specific company detail.
- 4A logic step holds back any lead where research returned nothing usable, flagging it for manual handling.
- 5The approved drafts are created in the assigned rep's Gmail as ready-to-review drafts.
- 6A Slack note tells the rep how many drafts are waiting and how many leads need manual research.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Lead Generation workflows
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For webinars that use free-text poll questions, an AI step reads each attendee's written answers, classifies intent and pain points into structured fields.
Fast-track hot webinar leads into HubSpot and ping the rep on Slack
After a webinar, identify attendees whose poll answers signal high purchase intent, create or update their HubSpot contact with a lead score.
Agent-driven Brave intent harvest with enrichment and Gmail draft outreach
A CEO-driven agent harvests intent signals from Brave, enriches each prospect via web research, writes a personalized cold email.
Manual Brave keyword sweep into an Airtable research board
On demand, sweeps a topic across Brave Search, clusters the results by buying stage with an LLM, and writes a deduplicated research board to Airtable with company, source URL.
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.