LEAD GENERATION
Flag security and compliance doc downloads as enterprise intent and task an SDR
Watches for downloads of security, SOC 2, or compliance docs from named-account domains, marks them as enterprise buying signals in Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerReadMe gated download webhook firesReadMe
- LogicBranch on security/compliance asset + named-account domain
- ActionFlag enterprise intent on Salesforce accountSalesforce
- ActionCreate assigned SDR follow-up task in AsanaAsana
- OutputPost intent alert to deal-team Slack channelSlack
What it does
Treats security and compliance document pulls as the strongest enterprise intent signal there is. When a visitor from a target-account domain downloads your SOC 2, DPA, or security overview, it flags the account in Salesforce and spins up an owned SDR task so a human follows up within the day.
When to use it
You sell into mid-market and enterprise, and procurement-stage assets (security, compliance, legal) reliably precede a real evaluation. Use this to make sure those high-value pulls never get lost behind low-intent downloads.
How it works
- 1A ReadMe download webhook fires for any gated asset.
- 2Branch: continue only if the asset is tagged security/compliance and the email domain matches a named-account list.
- 3Upsert the contact and account in Salesforce and stamp an enterprise-intent flag with the asset name.
- 4Create an Asana task assigned to the account's SDR with context, score, and a 24-hour due date.
- 5Post a short alert into the deal team's Slack channel for visibility.
Set it up
What you configure once, before turning it on.
- 1Connect ReadMeAPI docs, changelog, auth.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 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.
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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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