LEAD GENERATION
Turn Hot Hiring Accounts into SDR Outreach Tasks in ClickUp
Watches the scored-accounts table for companies crossing an intent threshold and creates an assigned ClickUp task with research context for an SDR to act on within the hour.
How it runs
The automated pipeline, trigger to output.
- TriggerAccount row crosses thresholdPostgres
- LogicPass only newly-hot, untasked accounts
- ActionDraft outreach briefOpenAI
- ActionCreate assigned prospecting taskClickUp
- OutputMark account as routedPostgres
What it does
When a company's hiring-intent score climbs past your threshold, this workflow hands a ready-to-work prospecting task to a rep. Each ClickUp task arrives pre-loaded with the triggering roles, the LLM rationale, and a suggested opening angle, so the SDR spends time selling instead of researching.
When to use it
Run it downstream of the harvester when you want humans, not dashboards, to act on signals. Ideal for outbound teams who live in ClickUp and need new accounts routed to the right owner with enough context to send a relevant first touch.
How it works
- 1A new or updated row in the Postgres accounts table triggers the run.
- 2A filter passes only accounts whose intent score newly crossed the threshold and that have no open task.
- 3OpenAI drafts a short outreach brief: why now, who to target, and a suggested first-line angle.
- 4A ClickUp task is created in the prospecting list, assigned by territory, with the brief in the description and the score as a custom field.
- 5The account row is marked routed so it is not re-tasked on the next update.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 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.
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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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