SALES
Research inbound accounts and write a sales brief before routing
An agent researches each new high-fit lead's company across the web, drafts a one-page account brief with talking points, attaches it to the Salesforce record.
How it runs
The automated pipeline, trigger to output.
- TriggerHigh-fit Lead flagged in SalesforceSalesforce
- ActionAgent researches account on the webExa
- ActionSynthesize one-page account briefOpenAI
- ActionAttach brief to Salesforce recordSalesforce
- OutputEmail brief to owning repGmail
What it does
For inbound leads worth a real conversation, an agent gathers public signals (recent news, funding, hiring, tech stack), synthesizes a concise account brief with suggested talking points and a likely use case, saves it to the Salesforce record, and hands it to the rep.
When to use it
Use this on your highest-priority inbound segment when reps need to walk into the first call already informed, instead of spending 20 minutes Googling each prospect before reaching out.
How it works
- 1A high-fit Lead is created or flagged in Salesforce, firing the trigger.
- 2The agent runs web research across multiple sources on the lead's company.
- 3It synthesizes the findings into a structured one-page brief with talking points and a recommended angle.
- 4The brief is attached as a note on the Salesforce Lead record.
- 5The owning rep receives a Gmail message with the brief inline and a link to the record.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 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.