SALES
Agent-built account research brief attached to the handoff
On a closed-won Front tag, an agent researches the account across the web and Salesforce activity, writes a CSM-facing account brief in Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerConversation tagged "strategic-handoff"Front
- ActionRead thread for account and stakeholdersFront
- ActionPull Salesforce activity and productsSalesforce
- ActionResearch company news and stack on the webExa
- ActionSynthesize forward-looking account briefNotion
- OutputReply in Front with brief linkFront
What it does
Gives the incoming CSM external context the AE never wrote down. An agent researches the customer's company, recent news, and stack, blends it with the Salesforce activity history, and produces a forward-looking account brief covering expansion angles and renewal risks.
When to use it
Use it for enterprise or strategic handoffs where the CSM needs to walk into the kickoff sounding informed. It replaces an hour of manual googling and CRM spelunking with a ready brief.
How it works
- 1A conversation is tagged "strategic-handoff" in Front, firing the trigger.
- 2The agent reads the Front thread to anchor on the account and named stakeholders.
- 3It pulls the full Salesforce activity timeline, products owned, and prior cases.
- 4It runs web research on the company for funding, headcount, and recent announcements.
- 5The agent synthesizes a brief: company snapshot, buying motivation, expansion hypotheses, and renewal risk flags.
- 6It writes the brief to Notion and replies in the Front conversation with the link.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect ExaNeural search across the web.
- 4Connect NotionPages, databases, comments.
- 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.