SALES
Trigger a re-open when a lost account hires for your use case
Watches closed-lost accounts for new job postings that map to your product's use case.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled hiring-signal scan
- ActionPull timing-loss accounts from HubSpotHubSpot
- ActionSearch Exa for matching job postingsExa
- LogicRequire fresh posting matching use case
- ActionReopen deal and log role note in HubSpotHubSpot
- OutputSend outreach draft to rep in SlackSlack
What it does
A company hiring for the exact problem you solve has just admitted the problem is now a priority. This workflow turns those job postings into re-engagement triggers for accounts that previously passed.
When to use it
Use it when "no current need" or "no owner for this" was a frequent loss reason, and a relevant new hire signals the need is now real. Best for teams whose product maps cleanly to specific job titles or responsibilities.
How it works
- 1On a schedule, the workflow pulls closed-lost accounts from HubSpot whose loss reason indicates timing or ownership.
- 2For each account it searches Exa for recent job postings, filtered to titles and responsibilities matching your use case.
- 3A logic step requires a posting dated after the deal closed and matching your keyword set.
- 4For qualifying accounts it re-opens the HubSpot deal and stores the role detail on a note.
- 5It drafts a short outreach note that names the specific role and ties it to the value you pitched before.
- 6It posts the draft and the job link to the rep in Slack to send.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
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