LEAD GENERATION
Funding-announcement trigger to Attio with drafted outreach
Watches Brave Search for recent funding announcements in your target verticals, enriches each into a company prospect in Attio.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule after news cycle
- ActionSearch funding terms by vertical on BraveBrave Search
- ActionExtract round details and confirm vertical with OpenAIOpenAI
- LogicFilter out stale or off-vertical news
- ActionCreate funded-company prospect in AttioAttio
- OutputSave drafted outreach email in OutlookOutlook
What it does
Finds newly funded companies in the verticals you sell to and turns each into an Attio prospect with a ready-to-review outreach draft. Funding is a strong budget and growth signal, so this puts those accounts in front of reps within a day of the news.
When to use it
Use it when fresh capital is a buying trigger for your product (hiring tools, infra, services that scale with headcount). It replaces manual scanning of funding news and keeps your outreach timely.
How it works
- 1A daily schedule runs after morning news cycles.
- 2Brave Search queries funding and raise language scoped to your target industries, restricted to recent results.
- 3OpenAI extracts company, round size, stage, and investors, and confirms the vertical match.
- 4A filter discards stale or off-vertical announcements.
- 5Attio receives a new company record with the funding details on it.
- 6OpenAI drafts a personalized first-touch email referencing the raise, saved as a draft in Outlook for the rep to send.
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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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.