LEAD GENERATION
Agentic Account Intent Research Brief
When a new tooling-signal posting lands, an agent researches the account across its careers page and the web, builds a structured intent brief.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook delivers qualified signalHTTP webhook
- ActionCrawl careers page for contextFirecrawl
- ActionResearch account on the webPerplexity
- LogicSynthesize brief, play, and confidence
- OutputPublish intent brief to NotionNotion
What it does
A raw posting is a hint; a rep needs context. This workflow hands each new high-fit signal to an agent that investigates the account, why it's hiring, what stack the broader org runs, and recent public moves, then synthesizes a structured intent brief. The brief lands in Notion with a recommended play and a confidence rating so the rep starts from understanding, not a URL.
When to use it
Use it for high-value named accounts where a richer brief justifies the research time, and when you'd rather give reps a decision-ready document than a noisy queue of links.
How it works
- 1A webhook delivers a qualified signal from your harvester.
- 2The agent reads the source posting and crawls the careers page with Firecrawl for surrounding context.
- 3The agent runs targeted web research via Perplexity on the account's recent funding, growth, and tooling mentions.
- 4The agent synthesizes findings into a structured intent brief with a recommended play and confidence score.
- 5The brief is published as a Notion page for the account owner.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect NotionPages, databases, comments.
- 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.
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