LEAD GENERATION
Agent-Built Pre-Meeting Briefs for Conference Targets
For each net-new conference target, an agent researches the person and company, drafts a one-page meeting brief with talking points.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator starts run on finalized target sheet
- ActionRead target rowsAirtable
- ActionAgent researches person and companyPerplexity
- LogicAgent drafts structured meeting brief
- ActionFile brief as CRM account noteAttio
- OutputPost completion summary to deal teamSlack
What it does
This takes your deduped conference target list and, for each prospect, runs an agent that researches the person and their company, writes a concise pre-meeting brief (recent news, likely pain points, suggested opener), and attaches it to the CRM account so reps walk into every booth conversation prepared.
When to use it
Run it once your target sheet is finalized and you want reps to have substance behind every name. It turns a flat list into ready-to-use briefs without anyone hand-researching dozens of companies.
How it works
- 1Operator starts the run pointed at the finalized target sheet.
- 2The flow reads each target row from Airtable.
- 3An agent uses Perplexity to research recent company and contact signals.
- 4The agent drafts a structured one-page brief with talking points and an opener.
- 5The brief is upserted as a note on the matching CRM account.
- 6A completion summary with brief links is posted to the deal team.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.