LEAD GENERATION
AI-Qualified Account Discovery from Brave to Salesforce
Discovers companies via Brave keyword search, then an agent researches each one and writes only ICP-qualified accounts into Salesforce with a fit summary and score.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionBrave Search watchlist keywords for candidatesBrave Search
- ActionAgent researches each company and scores ICP fit
- LogicGate on ICP score threshold
- ActionCreate qualified Salesforce leads with fit summarySalesforce
- OutputPost new-qualified-account digest to SlackSlack
What it does
This is an agent-driven pipeline that goes beyond raw search hits. It pulls candidate companies from Brave Search on your watchlist keywords, then a research agent investigates each one (what they do, size signals, recent activity), scores it against your ICP definition, and creates a Salesforce lead only for the ones that clear the bar.
When to use it
Use it when raw search results are too noisy to dump into your CRM and you want a research-qualified queue, not a link dump. Ideal for teams whose ICP is nuanced (vertical, stage, tech stack) and can't be captured by a keyword filter alone.
How it works
- 1A daily schedule starts the run.
- 2Brave Search returns candidate companies for each watchlist keyword.
- 3The agent researches each company and drafts a one-paragraph fit summary plus an ICP score.
- 4A logic step gates on the score threshold, discarding low-fit companies.
- 5Qualified accounts become Salesforce leads carrying the fit summary, score, and source keyword.
- 6A digest of new qualified accounts is posted to Slack for the rep to action.
Set it up
What you configure once, before turning it on.
- 1Connect Brave SearchWeb, news, image, video search.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
More Lead Generation workflows
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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.
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.
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.