LEAD GENERATION
On-demand guest research brief: deep-dive a target podcast into a Notion prep doc
Triggered by a request with a podcast name, an agent researches the show, its host, and recent episodes, builds a talking-points and pitch-angle brief.
How it runs
The automated pipeline, trigger to output.
- TriggerChat request names a podcast
- ActionResearch show and hostExa
- ActionPull recent episodes and notesFirecrawl
- ActionSynthesize prep brief
- OutputCreate Notion prep docNotion
- ActionLink doc to Attio prospectAttio
What it does
When you're about to pitch or appear on a specific show, this workflow produces a ready-to-use prep brief. An agent gathers everything about the podcast, its host, and recent episodes, then writes a structured Notion doc with suggested talking points, a tailored pitch angle, and questions the host tends to ask.
When to use it
Use it for high-value, one-at-a-time targets where a generic pitch won't cut it — a flagship show, a warm intro, or final prep before recording. It's research-heavy and agent-driven rather than a bulk pipeline.
How it works
- 1A chat request supplies the podcast name or URL.
- 2The agent searches the open web with Exa for the show, host bio, and audience details.
- 3Firecrawl pulls recent episode pages and show notes for concrete talking points.
- 4The agent synthesizes a brief: positioning, three pitch angles, likely host questions, and prep notes.
- 5The output step creates a formatted prep doc in Notion.
- 6The agent links the Notion doc URL onto the matching Attio prospect record.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect NotionPages, databases, comments.
- 4Connect AttioReal-time CRM with structured data + powerful views.
- 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.
More Lead Generation workflows
Webhook-triggered Brave rising-keyword check into a Notion trend queue
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.