LEAD GENERATION
Research top webinar attendees and write sales briefs to a Monday board
For the highest-scoring webinar attendees, an agent researches each person and their company, drafts a personalized outreach brief.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom webinar endsZoom
- LogicScore and keep top-tier attendees
- ActionResearch person and companyExa
- ActionDraft personalized outreach briefOpenAI
- ActionCreate enriched Monday cardmonday.com
- OutputNotify assigned rep in SlackSlack
What it does
This goes beyond scoring: for the most engaged webinar attendees it does the prep work a rep would do by hand. An agent researches the person and their company from public sources, writes a short, personalized outreach brief, and drops everything onto a Monday nurture card so the rep opens a ready-to-action lead.
When to use it
Use it for high-value webinars where a handful of attendees are worth real attention and a generic templated email would underserve them. Best when your sales motion is consultative and reps need context before reaching out.
How it works
- 1The Zoom `webinar.ended` event triggers the run.
- 2An action fetches the attendance report and scores attendees.
- 3A filter keeps only the top-tier engaged attendees.
- 4For each one, the agent runs web research on the person and their company.
- 5The agent drafts a tailored outreach brief: likely pain point, a hook tied to webinar topic, and a suggested opener.
- 6An action creates a Monday card with the score, research notes, and the brief.
- 7The output notifies the assigned rep in Slack with a link to the card.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect monday.comVisual work management for teams.
- 3Connect ExaNeural search across the web.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Lead Generation workflows
Instantly triage uploaded badge CSVs and notify the SDR lead
Accepts a badge-scan CSV via webhook, validates and dedupes it on the spot, checks each attendee against HubSpot.
Score Zoom webinar poll answers into a tiered outreach queue
When a Zoom webinar ends, pull each attendee's poll responses, compute an intent score, and write a tiered (Hot/Warm/Cold) outreach queue to Airtable for the sales team to work.
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.
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.
Agent-driven Brave intent harvest with enrichment and Gmail draft outreach
A CEO-driven agent harvests intent signals from Brave, enriches each prospect via web research, writes a personalized cold email.
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.
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.