SALES
Weekly Account Signal Sweep Agent to Attio Priorities
An agent sweeps each target account weekly across funding, hiring, news, and product launches, synthesizes a single best warm-up reason.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule starts agent
- ActionPull active target accounts from AttioAttio
- ActionAgent gathers multi-signal context via ExaExa
- LogicReason across signals, pick best warm-up reason
- ActionWrite ranked task and email draft to AttioAttio
- OutputPost weekly account priorities to SlackSlack
What it does
Instead of watching one signal, this agent does a full weekly intelligence sweep on every target account: funding, hiring, leadership, press, and product launches. It weighs the signals together, picks the single strongest reason to reach out this week, drafts an opening email, and writes a prioritized task on the Attio company so reps get one clear next action per account.
When to use it
Use it when you maintain a focused named-account list and want a standing weekly briefing that fuses every public signal into one ranked action list, rather than running separate single-signal workflows.
How it works
- 1A weekly schedule starts the agent run.
- 2The agent pulls the active target-account list from Attio.
- 3For each account it gathers funding, hiring, leadership, and launch signals via Exa.
- 4It reasons across the signals to choose the best warm-up reason and drafts a tailored opening email.
- 5It writes a priority-ranked task with the email draft back onto the Attio company.
- 6It posts the week's ranked account priorities to Slack for the team.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.