LEAD GENERATION
Research top weekly intent accounts and brief the CEO with a Notion outreach plan
Each week pulls the highest-scoring intent accounts from the download log, has the CEO agent research each one and draft tailored outreach angles.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionQuery top weekly intent accounts from PostgresPostgres
- ActionCEO agent researches each account via web searchExa
- LogicMap downloads to hypotheses and rank accounts
- ActionPublish prioritized outreach brief to NotionNotion
- OutputPost brief link to leadership Slack channelSlack
What it does
Turns a week of download intent into an executive-ready outreach plan. It selects the top intent accounts from your engagement data, then the CEO agent researches each company, ties their downloaded assets to a likely initiative, and drafts a specific outreach angle — published as a ranked brief the team can act on Monday.
When to use it
You want strategic, account-level prioritization rather than per-lead alerts — a weekly view of which heating accounts deserve real founder or AE attention and exactly what to say to them.
How it works
- 1A weekly schedule trigger kicks off the run.
- 2Query Postgres for the trailing week's top intent-scored accounts and their downloaded assets.
- 3The CEO agent researches each account with live web search to understand its market, stage, and likely initiative.
- 4The agent maps the downloaded docs to a hypothesis and drafts a tailored outreach angle per account.
- 5Rank and assemble the accounts into a prioritized brief.
- 6Publish the brief as a Notion page and post the link to the leadership Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect ExaNeural search across the web.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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
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.