LEAD GENERATION
Competitor-mention watch that opens warm Attio deals
Polls Brave Search for fresh mentions of your competitors paired with switching or frustration language, qualifies the company with OpenAI.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule polls every few hours on workdays
- ActionSearch competitor + switching terms on BraveBrave Search
- ActionClassify switching intent with OpenAIOpenAI
- LogicBranch on genuine switching intent only
- ActionCreate or update warm deal in AttioAttio
- OutputEmail assigned rep via OutlookOutlook
What it does
Monitors the public web for people actively complaining about or looking to leave your competitors, then converts those signals into warm deals in Attio. It focuses on switching intent rather than generic brand mentions.
When to use it
Run this when displacement is a core motion and timing matters. It catches buyers in the narrow window between dissatisfaction and an active search, so reps can reach out while the pain is fresh.
How it works
- 1A schedule polls every few hours during business days.
- 2Brave Search queries each competitor name combined with switching and frustration terms, filtered to recent results.
- 3OpenAI classifies each hit as genuine switching intent or noise, and pulls the company and a one-line context summary.
- 4A branch routes only true switching-intent results forward.
- 5Attio gets a warm deal created (or updated if the company exists), tagged with the competitor and intent quote.
- 6The assigned rep is alerted by email through Outlook with the context and source link.
Set it up
What you configure once, before turning it on.
- 1Connect Brave SearchWeb, news, image, video search.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Connect OutlookMail, calendar, contacts.
- 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.
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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).
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.
Classify open-text webinar poll answers with AI and enrich the lead record
For webinars that use free-text poll questions, an AI step reads each attendee's written answers, classifies intent and pain points into structured fields.
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.