LEAD GENERATION
Research a hiring company and build an account brief in Airtable
An agent reads each new job description, researches the hiring company's tools and initiatives.
How it runs
The automated pipeline, trigger to output.
- TriggerNew posting added to Airtable intakeAirtable
- ActionExtract tools, team size, and goals from the JD
- ActionResearch the company with PerplexityPerplexity
- LogicMatch offering; pick angle and objections
- OutputWrite the account brief back to AirtableAirtable
What it does
Reads job descriptions as intelligence. The job spec usually names the exact tools, pain points, and initiatives a company is investing in. This workflow has an agent extract those signals, research the company, and write a ready-to-use account brief for outreach.
When to use it
Use this when a posting is interesting enough to warrant a personalized approach and you want a researched brief, not just a raw alert, before a rep spends time on the account.
How it works
- 1A new posting added to your Airtable intake table triggers the run.
- 2The agent reads the full job description and extracts named tools, team size, and stated goals.
- 3It runs Perplexity research on the company to confirm stack, funding, and recent initiatives.
- 4It cross-references your offering to identify the strongest angle and likely objections.
- 5The agent composes a structured brief: signal summary, why-now, recommended angle, and two opener variants.
- 6The brief is written back to the Airtable record and marked ready for the rep.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.