CRM
AI Agent Dormant Portfolio Reactivation with Research
An agent reviews your HubSpot dormant contacts, researches each company's recent news for a fresh hook, weaves it with past thread context into a re-intro.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run over chosen contact segment
- ActionFetch dormant contacts from HubSpotHubSpot
- ActionResearch recent company news for a fresh hookPerplexity
- ActionRetrieve prior email thread contextGmail
- ActionDraft researched re-intro in GmailGmail
- OutputLog contact and angle in Notion trackerNotion
What it does
This is an agent-driven reactivation run that does the work a thoughtful rep would do by hand. For each dormant HubSpot contact, the agent researches the company's recent public news to find a genuine, current reason to reconnect, then blends that hook with the history of your past email thread to draft a re-intro that feels timely rather than templated. Drafts are queued in Gmail and every contact touched is logged in Notion for tracking.
When to use it
Use it for high-effort reactivation of a strategic contact list where a generic "just checking in" would fall flat. Relationship-led founders and partnership teams who need each touch to feel researched and current will get drafts worth sending.
How it works
- 1A manual run starts the agent over a chosen segment.
- 2The agent fetches dormant contacts from HubSpot.
- 3It researches each company's recent news with Perplexity for a fresh hook.
- 4Gmail supplies the prior thread context.
- 5The agent reasons over both, drafts the re-intro in Gmail, and logs the contact and angle in Notion.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect GmailRead, draft, send, label.
- 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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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.