CRM
Alert reps in Slack when a lost account changes its champion or CXO
Monitors news for leadership changes at closed-lost accounts and posts a Slack alert to the deal's original rep explaining why the new exec is a fresh opening.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionPull closed-lost opportunitiesSalesforce
- ActionSearch leadership-change newsExa
- ActionClassify decision-maker relevanceOpenAI
- LogicDrop low-relevance + already-alerted
- OutputPost angle to rep in SlackSlack
What it does
Deals often die because the wrong person was in the seat. When a new VP, CRO, or CIO joins a company you lost, the buying criteria reset. This workflow detects executive and champion changes in the news and nudges the original rep in Slack with context they can act on the same day.
When to use it
Use it for accounts lost to incumbent loyalty or single-stakeholder objections, where a personnel change genuinely reopens the door. Best for teams that live in Slack and want a fast, low-friction signal rather than a full email draft.
How it works
- 1A schedule triggers the daily scan.
- 2Pull Salesforce closed-lost opportunities and their account names.
- 3Search Exa news for leadership-change language (appointed, joins as, new head of) tied to each account.
- 4OpenAI classifies whether the change is decision-maker relevant and summarizes the angle in two sentences.
- 5A logic step drops low-relevance or duplicate hits already alerted this week.
- 6Post a Slack message to the rep with the exec name, source link, and suggested next move.
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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