LEAD GENERATION
Conference Attendee Personalized Outreach Sequencer
An agent-driven workflow that researches each new HubSpot conference lead across Brave Search and Exa, drafts a personalized multi-touch email sequence.
How it runs
The automated pipeline, trigger to output.
- TriggerLead added to post-event HubSpot listHubSpot
- ActionResearch company and person signalsBrave Search
- ActionPull deeper company contextExa
- LogicAgent selects strongest timely hook
- ActionWrite three-touch sequence to HubSpot, pausedHubSpot
- OutputQueue first touch for rep approval
What it does
Takes conference leads sitting in HubSpot and builds a tailored outreach sequence for each one. The CEO agent researches the person and company, finds a genuine hook from recent signals, and writes a three-touch email cadence grounded in that research — not a generic blast.
When to use it
When you have a pile of post-event leads and want personalized sequences at scale, but still want a human to approve before anything sends. Best for higher-ACV outreach where relevance matters more than volume.
How it works
- 1A lead entering the post-event HubSpot list triggers the run.
- 2The agent gathers recent company and person signals from Brave Search and deeper context from Exa.
- 3It reasons over the research to pick the single strongest, most timely hook.
- 4It drafts a three-email sequence — opener, value follow-up, and breakup — referencing the conference and the hook.
- 5The drafts are written back to HubSpot as sequence steps in a paused state.
- 6The first touch is queued for the owning rep to review and approve before sending.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect Brave SearchWeb, news, image, video search.
- 3Connect ExaNeural search across the web.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.