CRM
Champion Mover Personalized Re-Engagement Draft
When a confirmed champion job change is approved, this agent researches the person and their new company, drafts a tailored re-engagement email referencing the prior relationship.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook fires when a mover is approvedHTTP webhook
- ActionExa research person and new companyExa
- ActionPull prior relationship history from HubSpotHubSpot
- LogicCompose tailored email with OpenAIOpenAI
- OutputCreate Gmail draft for rep reviewGmail
What it does
For each approved champion mover, an agent gathers fresh context on the person and their new employer, then writes a genuinely personalized re-engagement email that nods to your past work together and frames a reason to talk at the new company. The result lands as a ready-to-edit Gmail draft, never auto-sent.
When to use it
Use it when reps know who to reach but burn time writing thoughtful, non-generic outreach to former champions. This removes the blank-page problem while keeping a human in control of the final send.
How it works
- 1A webhook fires when a mover is marked approved in your triage tool.
- 2The agent runs an Exa search to pull recent news, role details, and the new company's context.
- 3The agent pulls the prior relationship history from HubSpot for that contact.
- 4It uses an OpenAI step to compose a tailored, on-brand email referencing the shared history.
- 5It creates a Gmail draft addressed to the champion for the rep to review and send.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 5Connect HTTP webhookTrigger any URL on agent actions.
- 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.
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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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