CRM
Trigger Promotion-Congratulations Outreach When Signature Title Levels Up
When a parsed signature shows a contact's title leveled up to a more senior role, it drafts a personalized congratulations message and queues a tailored re-engagement task…
How it runs
The automated pipeline, trigger to output.
- TriggerInbound webhook delivers parsed email eventHTTP webhook
- ActionRate whether the new title is a seniority increaseOpenAI
- LogicContinue only on a confirmed promotion
- ActionDraft personalized congratulations messageOpenAI
- ActionUpdate Contact and create re-engagement task in SalesforceSalesforce
- OutputNotify account owner the outreach is readySalesforce
What it does
This workflow detects upward title moves from email signatures and converts them into a relationship play. When a contact's parsed title indicates a promotion to a more senior level, it generates a personalized congratulations note and creates a follow-up task on the Salesforce account so the owner reaches out while the moment is fresh.
When to use it
Use it when a promotion is a buying signal: a newly senior champion often has fresh budget and a mandate to make changes. Congratulating them promptly is a low-friction reason to re-engage and expand.
How it works
- 1An inbound webhook delivers a parsed email event from your mail capture layer.
- 2OpenAI compares the new signature title against the contact's known title and rates whether it is a seniority increase.
- 3A logic step continues only on a confirmed promotion.
- 4OpenAI drafts a short, personalized congratulations message referencing the new role.
- 5Salesforce updates the Contact Title and creates a dated re-engagement task assigned to the account owner with the draft attached.
- 6The owner is notified that a promotion outreach is ready to send.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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.
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