MARKET RESEARCH
Build meeting-prep briefs for prospects speaking at an event
For a list of speakers flagged as prospects, generates a one-page meeting-prep brief covering company, role, recent news, and a tailored opener.
How it runs
The automated pipeline, trigger to output.
- TriggerSpeakers marked as prospects in the event list
- ActionRetrieve company profile, role history, and recent newsExa
- ActionBackfill thin results with web searchBrave Search
- ActionDraft a one-page meeting-prep brief with a tailored openerOpenAI
- LogicMatch brief to existing HubSpot company or create oneHubSpot
- OutputAttach brief as a note on the HubSpot recordHubSpot
What it does
Turns a shortlist of prospect speakers into ready-to-use meeting briefs. For each name it gathers company background, the person's role and recent activity, and drafts a personalized conversation opener, then files the brief on the right HubSpot company so reps walk in prepared.
When to use it
Run it a few days before a conference once you know which prospects will be on stage or in the room. It replaces the last-minute scramble of Googling each contact before a hallway meeting.
How it works
- 1The flow triggers when you mark speakers as prospects in your event list.
- 2Exa retrieves each person's company profile, role history, and recent press or product news.
- 3Brave Search backfills any speakers Exa returned thin results on.
- 4OpenAI writes a one-page brief per speaker: company snapshot, role, three recent signals, and a tailored opener.
- 5The flow matches each brief to an existing HubSpot company or creates one if missing.
- 6Briefs attach to the HubSpot record as a note so the owning rep sees them.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect Brave SearchWeb, news, image, video search.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect HubSpotCRM, deals, marketing, support.
- 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 Market Research workflows
Enrich Inbound Accounts with BigQuery Firmographics and Score Fit
When a new account row lands in Airtable, joins it against BigQuery public business datasets to attach firmographic attributes.
Blend BigQuery TAM with Live Competitor Signals into a Notion Brief
On demand, sizes a chosen segment from BigQuery public data, gathers current competitor signals via Brave Search, and synthesizes a one-page market brief into Notion.
Allocate Sales Territory TAM from BigQuery Geo Data to HubSpot
When triggered by a webhook, queries BigQuery public ZIP-level business data to compute TAM per sales territory.
Hiring Surge Detector with Slack Alert
Detects when a target account's open-role count jumps above its recent baseline and posts a ranked Slack alert to the GTM channel so reps can act on a company that is clearly…
Tech-Stack Shift Inference from Job Descriptions
Reads new job descriptions for target accounts, uses an LLM to extract named technologies and infer stack changes.
Weekly Hiring-Intel Briefing for GTM
An agent reviews the week's accumulated hiring signals across all target accounts, writes a narrative briefing that infers each account's likely initiatives.
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.