SOCIAL MEDIA
Agent qualifies engaged repliers and routes them into HubSpot
An agent reads each high-engagement Discord reply, researches the person, decides whether they fit your ICP.
How it runs
The automated pipeline, trigger to output.
- TriggerHigh-engagement reply in Discord channelDiscord
- ActionResearch the replier for role and intentPerplexity
- LogicAgent classifies fit vs. not-fit against ICP
- LogicDraft tailored DM for qualified prospects
- OutputCreate HubSpot contact or log skip with reasonHubSpot
What it does
Puts judgment into the outreach pipeline. Rather than a fixed score, an agent reviews each engaged replier, gathers context about them, and reasons about whether they match your ideal customer profile before deciding to route them to sales or pass.
When to use it
Use it when "engaged" isn't the same as "qualified" and you want a human-like screen before a prospect lands in your CRM. Best for teams whose ICP is nuanced enough that a simple keyword or reaction threshold lets too many wrong-fit people through.
How it works
- 1A high-engagement reply event arrives from the tracked Discord channel.
- 2The agent researches the replier with a Perplexity lookup to learn role, company, and intent signals.
- 3The agent reasons over your ICP criteria and classifies the person as fit or not fit, with a written rationale.
- 4For fits, it drafts a tailored outreach DM grounded in the research and the original reply.
- 5Qualified contacts are created in HubSpot with the draft and rationale; passes are logged with their reason for review.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect HubSpotCRM, deals, marketing, support.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.