AI AGENTS
Batch dossier for a conference or event roster
On demand, takes a list of people you'll meet at an event, researches each one and their company, and compiles a single ranked dossier document in Google Drive.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run with event roster
- ActionParse roster into attendees & companies
- ActionResearch each attendee & companyExa
- LogicRank attendees by relevance
- OutputCompile dossier doc in Google DriveGoogle Drive
What it does
Before a conference or event, you give the agent a roster of names and companies. It researches each person and organization, ranks them by likely relevance to your goals, and compiles one structured dossier document with a profile, talking points, and a suggested priority for each. The finished doc is saved to Google Drive for easy reference on the floor.
When to use it
You're heading into an event with dozens of potential conversations and want to prioritize who to seek out and what to say. Best for conferences, summits, and roadshows.
How it works
- 1You manually start the run with the event roster.
- 2The agent parses the list into individual attendees and companies.
- 3Exa researches each attendee and their organization.
- 4The agent ranks attendees by relevance and writes a profile plus talking points for each.
- 5It compiles everything into a single ordered document in Google Drive and returns the link.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect Google DriveDocs, sheets, slides, files.
- 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.