MARKET RESEARCH
Agent that builds a pre-event target list from a brief
An agent takes a plain-English event brief from the Chairman, researches the speaker and attendee lineup across the web, judges fit against your ICP.
How it runs
The automated pipeline, trigger to output.
- TriggerChairman sends an event brief in chat
- ActionSearch the roster, sponsors, and attendee signalsExa
- ActionScrape specific event and company pages for detailFirecrawl
- LogicReason over fit, tier, and reachability to prioritize accounts
- ActionWrite ranked target list with rationale to NotionNotion
- OutputReport summary back in chat for approval
What it does
You describe the event and what a good target looks like in chat. The agent researches the lineup, evaluates each company against your ideal-customer profile, decides who is worth pursuing, and builds a prioritized target list in Notion with a written rationale per account.
When to use it
Use it when the targeting logic is fuzzy and judgment-heavy, not a fixed rule set. The agent can weigh tradeoffs, chase ambiguous signals, and ask for clarification, which suits early-stage planning where you do not yet know exactly who to chase.
How it works
- 1The Chairman sends a chat brief naming the event and the ICP.
- 2The agent searches with Exa for the speaker roster, sponsors, and attendee signals.
- 3It scrapes specific event and company pages with Firecrawl where it needs detail.
- 4It reasons over fit, tier, and reachability, prioritizing accounts and discarding poor matches.
- 5It writes a ranked target list to Notion, one row per account with rationale and a suggested play.
- 6It reports the summary back in chat for the Chairman to approve or adjust.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect NotionPages, databases, comments.
- 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.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.