LEAD GENERATION
Agent-Researched Hiring-Signal Account Briefs to Salesforce
An agent investigates each company behind a matched job posting, writes a short account brief explaining the inferred initiative and angle.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule starts run over signal-matched postings
- ActionApify retrieves full posting and role contextApify
- ActionAgent researches company and drafts account brief
- LogicKeep only high-confidence briefs
- OutputCreate Salesforce opportunity with brief and source postingSalesforce
What it does
This workflow goes beyond keyword matching: for each posting that trips a signal, an agent researches the company — recent news, the team being built, the likely initiative behind the hire — and produces a concise account brief with a recommended outreach angle. The brief is logged against a new Salesforce opportunity so AEs open the record already armed with context.
When to use it
Use it for high-value accounts where a templated alert is not enough and your reps need a defensible point of view before they engage. It fits enterprise outbound where one well-researched touch beats a hundred generic ones, and where Salesforce is the system of record.
How it works
- 1A schedule starts the run over postings that matched your signal set.
- 2Apify retrieves the full posting and surrounding role context.
- 3An agent step researches the company and drafts an account brief with an inferred initiative and angle.
- 4A logic gate keeps only briefs the agent rates as high-confidence.
- 5Salesforce creates an opportunity and attaches the brief and source posting.
Set it up
What you configure once, before turning it on.
- 1Connect ApifyActors, scrapers, datasets.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.
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