CRM
Turn New-Executive Hires at Target Accounts into Outreach Tasks
Scans key accounts for newly hired executives in relevant departments and creates pre-researched outreach tasks in Salesforce so reps can engage the new decision maker during…
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule iterating target-account listSalesforce
- ActionDetect net-new executive hires in target departmentsApify
- LogicKeep only ICP-matching seniority and function
- ActionBuild dossier and tailored opening angleOpenAI
- ActionCreate contact and dated outreach taskSalesforce
- OutputNudge rep in Slack with dossierSlack
What it does
New executives bring new budgets and new vendor decisions. This workflow detects when a relevant senior leader joins one of your target accounts, researches their background and likely priorities, and hands the rep a ready-to-run outreach task in Salesforce.
When to use it
Run this for pipeline generation on named and strategic accounts. It is for reps and SDRs who want to catch new buyers in their first 90 days, before competitors and before the org settles into incumbent vendors.
How it works
- 1A schedule iterates the target-account list from Salesforce.
- 2Apify detects net-new executive hires in the departments you sell into.
- 3A logic branch keeps only leaders whose seniority and function match your ICP.
- 4OpenAI assembles a one-paragraph dossier and a tailored opening angle.
- 5Salesforce gets a new contact plus a dated follow-up task assigned to the account owner.
- 6A Slack nudge tells the rep a fresh buyer is in play with the dossier attached.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ApifyActors, scrapers, datasets.
- 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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