AI AGENTS
Agent-Enriched Badge Lead Research and Personalized First Touch
For each scanned lead, an agent researches the person and company on the web, drafts a genuinely personalized first email referencing their work.
How it runs
The automated pipeline, trigger to output.
- TriggerNew scanned lead added in AirtableAirtable
- ActionAgent researches person and company on the webPerplexity
- LogicPersonalize if context found, else use template
- ActionSend tailored first-touch email via GmailGmail
- OutputLog research and outreach status in AttioAttio
What it does
Takes a thin badge scan (name, company, email) and has an agent turn it into a warm, specific first touch. It researches the prospect, writes an email that references something real about them, and logs everything to the CRM.
When to use it
Use it when generic post-event blasts underperform and you want every booth lead to get outreach that sounds hand-written, without a rep spending fifteen minutes per contact.
How it works
- 1A new-row trigger fires when a scanned lead is added to Airtable.
- 2The agent runs web research on the person and company to gather recent context.
- 3A relevance check decides whether enough was found to personalize, or to fall back to a clean template.
- 4The agent drafts a tailored first email citing a specific, verified detail.
- 5Gmail sends the email.
- 6The Attio record is updated with the research summary and outreach status as the final step.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect GmailRead, draft, send, label.
- 4Connect AttioReal-time CRM with structured data + powerful views.
- 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.
More AI Agents workflows
Custom Metrics Cardinality Spike Pager
A webhook from a Datadog monitor fires when custom-metric cardinality jumps; an agent pinpoints the offending metric and tag, estimates the added cost.
Sentry-to-Confluence Runbook Updater
When a Sentry issue is resolved, the agent finds the matching Confluence runbook page and proposes an inline update with the verified fix.
Stale Doc-PR Chaser for Runbook Gaps
On a daily schedule the agent finds runbook doc PRs that were opened from resolved incidents but never reviewed, summarizes what each one fixes.
Resolved Incident to Public Troubleshooting Doc
For customer-facing errors resolved in Sentry, the agent drafts a sanitized troubleshooting entry and opens a PR to your ReadMe documentation.
On-Call Runbook Gap Closer: Resolved Sentry Issues to Doc PRs
An agent reads each newly resolved Sentry issue, compares the actual fix against your existing runbook, and opens a GitHub PR adding the missing remediation steps.
Weekly On-Call Doc-Gap Digest
Each week the agent reviews every Sentry issue resolved in the last 7 days, ranks the ones whose runbook coverage is missing or thin.
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.