CRM
Re-engage closed-lost deals when the account raises funding
Watches the news for funding rounds at companies you previously lost, then drafts a tailored re-engagement email and routes it to the original Salesforce owner for approval.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionPull closed-lost opportunitiesSalesforce
- ActionSearch funding news per accountExa
- LogicKeep confident funding matches only
- ActionDraft tailored re-engagement emailOpenAI
- OutputWrite draft + task to opportunity ownerSalesforce
What it does
New capital is the strongest reason a dead deal comes back to life — budget objections evaporate after a raise. This workflow scans the news daily for funding announcements at your closed-lost accounts, confirms the match, and hands the original rep a ready-to-send re-engagement draft that references the actual round.
When to use it
Run it when a meaningful share of your losses are "no budget" or "bad timing" rather than "chose a competitor." Ideal for AE teams who want warm re-entry points without manually monitoring press releases.
How it works
- 1A daily schedule kicks off the run.
- 2Pull all Salesforce Opportunities with StageName Closed Lost in the last 18 months.
- 3Search Exa news for each account name plus funding terms (Series, raised, round) within the last 24 hours.
- 4A logic gate keeps only accounts with a confident funding-news match and discards stale or unrelated hits.
- 5OpenAI drafts a short, specific re-engagement email citing the round amount and a relevant use of funds.
- 6Write the draft and a re-open task back to the Opportunity owner in Salesforce for human review.
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.
- 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.