CRM
Trigger a win-back play when the competitor that beat you stumbles
Detects negative competitor news (outage, breach, acquisition, layoffs) for deals lost to that competitor, then opens a Salesforce win-back opportunity and notifies the rep.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionPull deals lost to a competitorSalesforce
- ActionSearch competitor-incident newsExa
- LogicQualify material incidents only
- ActionOpen linked win-back opportunitySalesforce
- OutputNotify rep with talk track in SlackSlack
What it does
The best time to revisit a deal you lost to a rival is when that rival is in the headlines for the wrong reasons. This workflow watches for competitor incidents — outages, breaches, acquisitions, price hikes, layoffs — and surfaces exactly which of your lost deals named that competitor as the winning vendor.
When to use it
Run it when you track Closed Lost reason and the competitor field in Salesforce. Strongest for displacement motions where a credible disruption gives the buyer a reason to reopen evaluation.
How it works
- 1A schedule starts the daily scan.
- 2Pull closed-lost opportunities where the competitor field is set.
- 3Search Exa news for adverse events naming each competitor in the last 24 hours.
- 4OpenAI judges whether the event is materially damaging and worth a re-approach.
- 5A logic branch routes only qualifying incidents forward, grouped by competitor.
- 6Create a fresh win-back opportunity in Salesforce linked to the original deal.
- 7Notify the rep in Slack with the incident summary and talk track.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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