LEAD GENERATION
Agent-Driven ICP Triage of Attendees into Salesforce Tasks
An agent reads a new attendee list from Airtable, researches and reasons about each prospect's fit and buying intent.
How it runs
The automated pipeline, trigger to output.
- TriggerNew attendee batch in AirtableAirtable
- ActionEnrich + gather live signals (Exa, Brave)Exa
- LogicAgent reasons fit, intent, priority tier
- LogicRoute to rep by territory + segment
- ActionCreate prioritized Salesforce tasksSalesforce
- OutputPost triage digest to SlackSlack
What it does
Replaces manual lead triage with an agent that researches each attendee, weighs ICP fit against observed intent signals, decides priority, and routes a follow-up task to the correct rep in Salesforce by territory and segment. The reasoning, not just a numeric score, is captured on each task.
When to use it
Use it when scoring rules alone miss nuance and you want judgment, like reading a job title that does not map cleanly or weighing a small but fast-growing account. Best for teams on Salesforce with defined territories.
How it works
- 1A new attendee batch in Airtable triggers the agent.
- 2The agent enriches each prospect using Exa and Brave Search for live signals.
- 3It reasons about ICP fit, intent, and account potential, assigning a priority tier with written justification.
- 4A routing step maps each qualified prospect to a rep by territory and segment.
- 5The agent creates a Salesforce task per prospect with priority, owner, and rationale.
- 6A Slack digest summarizes the triage decisions for sales-ops review.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect ExaNeural search across the web.
- 3Connect Brave SearchWeb, news, image, video search.
- 4Connect SalesforceAccounts, opportunities, cases.
- 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.