LEAD GENERATION
Agent-driven lead enrichment and sales handoff
For each captured lead, an agent researches the company and contact from the web, drafts a qualification summary with a recommended next step, writes it to Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerNew lead row created in AirtableAirtable
- ActionAgent enriches contact and company from webExa
- LogicScore ICP fit and draft qualification summary
- ActionWrite summary and score to Salesforce leadSalesforce
- OutputCreate assigned follow-up task in AsanaAsana
What it does
Takes a raw badge scan and turns it into a sales-ready brief. An agent enriches the lead with public company and role context, judges fit against your ICP, writes a concise qualification note plus a recommended next action into Salesforce, and hands the rep a ready-to-work task. It replaces the manual LinkedIn-and-Google research reps skip when they are busy.
When to use it
Use it when lead quality matters more than raw speed — high-ticket or enterprise events where every scanned contact deserves a researched, qualified handoff rather than a generic sequence.
How it works
- 1A new lead row in Airtable triggers the flow.
- 2The agent searches the web for the contact's company, recent news, and role to enrich the profile.
- 3It scores fit against your ideal-customer profile and drafts a qualification summary with a recommended next step.
- 4The summary and ICP score are written to the Salesforce lead record.
- 5A follow-up task is created in Asana, assigned to the territory rep with a due date and the agent's brief attached.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect ExaNeural search across the web.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect AsanaTasks, projects, milestones — everywhere.
- 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 Lead Generation workflows
Manual Brave keyword sweep into an Airtable research board
On demand, sweeps a topic across Brave Search, clusters the results by buying stage with an LLM, and writes a deduplicated research board to Airtable with company, source URL.
Fast-track hot webinar leads into HubSpot and ping the rep on Slack
After a webinar, identify attendees whose poll answers signal high purchase intent, create or update their HubSpot contact with a lead score.
Webhook-triggered Brave rising-keyword check into a Notion trend queue
When an external trend or alert tool fires a webhook with a keyword, checks Brave for current intent volume and freshness, has an LLM judge whether it's a real warm signal.
Fuzzy-match badge companies to Salesforce accounts and enrich
Resolves messy hand-typed company names from badge scans to canonical Salesforce accounts using domain and fuzzy-name matching, enriches missing firmographics.
Daily rollup of scored webinar leads from Airtable into HubSpot lists
On a schedule, read newly scored webinar leads from Airtable, sync each into the matching HubSpot tiered list (Hot/Warm/Cold).
Instantly triage uploaded badge CSVs and notify the SDR lead
Accepts a badge-scan CSV via webhook, validates and dedupes it on the spot, checks each attendee against HubSpot.
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.