LEAD GENERATION
CEO Agent: Event Territory Research and Outreach Brief
An agent-driven workflow where the CEO scrapes a target event, deeply researches each attending company, drafts a tailored outreach angle per account.
How it runs
The automated pipeline, trigger to output.
- TriggerChairman starts run with event and value prop
- ActionScrape attending companies and contactsApify
- ActionResearch company signals and recent newsPerplexity
- LogicReason over fit, draft angle and priority per account
- ActionWrite ranked territory brief to NotionNotion
- OutputCreate prioritized leads in SalesforceSalesforce
What it does
Goes beyond list enrichment: the CEO agent researches each attending company in depth, reasons about why they'd care about your offering, and writes a custom outreach angle per account. It produces a ranked territory brief in Notion and loads the prioritized leads into Salesforce so reps walk in with a point of view, not just a name.
When to use it
Use it for high-value events where a generic blast won't land and reps need account-specific talking points. Best when account quality matters more than volume and you want judgment applied to each prospect.
How it works
- 1The Chairman kicks off the run with the target event and your value proposition.
- 2Apify scrapes the attending companies and named contacts.
- 3The agent researches each company's recent news, hiring, and tech signals via Exa and Perplexity.
- 4The agent reasons over fit and drafts a tailored outreach angle and priority score per account.
- 5A ranked territory brief is written to Notion for reps to read.
- 6Prioritized, enriched leads are created in Salesforce as the final deliverable.
Set it up
What you configure once, before turning it on.
- 1Connect ApifyActors, scrapers, datasets.
- 2Connect ExaNeural search across the web.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect NotionPages, databases, comments.
- 5Connect SalesforceAccounts, opportunities, cases.
- 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.
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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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.