CRM
Champion Mover Daily Triage Digest
Scans your roster of past power users daily for confirmed job changes and delivers a single ranked Slack digest of who moved.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule loads champions from PostgresPostgres
- ActionExa resolve current company and titleExa
- LogicKeep movers and score by fit
- ActionWrite enriched movers back to PostgresPostgres
- OutputPost ranked mover digest to SlackSlack
What it does
It sweeps your list of former champions and power users, confirms which ones changed companies, scores each move by how attractive the new employer is, and posts one ranked digest to Slack. No new CRM records are created automatically; this is a human-in-the-loop triage feed for leaders who want to decide before reps act.
When to use it
Use it when you want signal without noise. Rather than auto-creating opportunities, you get a daily shortlist of high-value movers ranked by fit, letting a sales leader pick which ones deserve outreach and assign them deliberately.
How it works
- 1A daily schedule loads champion contacts from a Postgres list table.
- 2An Exa search resolves each person's current company and title.
- 3A logic step keeps only confirmed movers and scores each by new-company size and industry fit.
- 4It writes the enriched mover records back to Postgres for history.
- 5It formats a ranked digest and posts it to a Slack channel with quick-context lines per mover.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.