LEAD GENERATION
Research Champions Who Changed Jobs and Brief the Rep in Attio
When a known contact starts a new role at a target account, an agent researches the company and the move, drafts a personalized outreach angle.
How it runs
The automated pipeline, trigger to output.
- TriggerTracked contact's job-change event
- ActionResearch new company and mandateExa
- LogicDecide if the move clears the bar
- ActionDraft personalized outreach angle
- OutputLog brief and task in AttioAttio
What it does
A champion changing companies is a top buying signal. When this workflow detects that a tracked contact has a new role, an agent investigates the new employer, infers why they were hired and what they likely need, drafts a tailored outreach angle, and writes a brief onto the contact and company records in Attio.
When to use it
Use it when relationships travel — past users, evaluators, or buyers who can re-buy at a new logo. Great for land-and-expand motions where re-engaging a friendly contact beats cold outreach.
How it works
- 1A job-change event for a tracked contact triggers the workflow.
- 2The agent searches the web for context on the new company, the contact's mandate, and recent hiring or funding news.
- 3It decides whether the move clears the bar to act and, if so, drafts a personalized opening angle referencing the prior relationship.
- 4It assembles a concise brief: company snapshot, why-now, and suggested first message.
- 5The brief and angle are written to the contact and company records in Attio, with a follow-up task assigned to the owner.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 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.
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