CRM
Build a weekly dormant-deal research brief from trigger-event news
An agent reviews all dormant closed-lost accounts each week, researches recent trigger-events for each, and delivers a prioritized re-engagement brief as a Notion page.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionPull dormant closed-lost accountsSalesforce
- ActionResearch trigger-events per accountExa
- LogicScore + rank re-engagement priority
- OutputPublish ranked brief to NotionNotion
What it does
Instead of a per-event alert, this gives sales leadership one weekly intelligence brief across the whole dormant pipeline. An agent works through every closed-lost account, researches expansion, M&A, hiring, regulatory, and product trigger-events, then ranks which dead deals are most worth reviving this week and why.
When to use it
Use it for pipeline reviews and Monday planning when you want a single curated document rather than a stream of notifications. Good for managers triaging where reps should spend re-engagement effort.
How it works
- 1A weekly schedule starts the run.
- 2The agent pulls the dormant closed-lost account list from Salesforce.
- 3For each account it runs Exa news research across multiple trigger-event categories.
- 4It reasons over the findings to score re-engagement priority and draft a one-line angle per account.
- 5It assembles a ranked, sectioned brief with source links.
- 6Publish the brief as a Notion page for the team's weekly review.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect NotionPages, databases, comments.
- 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.