SALES
Funding-Event Detection to Attio Warm-Up Task
Scans the web daily for fresh funding announcements among your target accounts, drafts a tailored outreach angle, and files a warm-up task on the matching company in Attio.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionExa searches 24h funding newsExa
- LogicKeep matches to target accounts with valid round size
- ActionOpenAI drafts outreach angleOpenAI
- ActionCreate warm-up task on Attio companyAttio
- OutputPost new tasks to SlackSlack
What it does
Every morning this workflow hunts for newly announced funding rounds (seed through growth) tied to companies on your target list, scores how relevant each one is, and creates a ready-to-action warm-up task in Attio with a suggested talking point. Reps wake up to a prioritized queue of accounts that just raised money.
When to use it
Run it when fresh capital is a buying signal for your product (hiring tools, infra, fintech, security). It replaces the manual habit of skimming TechCrunch and Crunchbase and turns a funding headline into a CRM action the same day.
How it works
- 1A daily schedule fires the run.
- 2Exa searches the last 24 hours of news for funding-round language scoped to your industry and account keywords.
- 3A filter keeps only results that name a known target company and a credible round size.
- 4OpenAI summarizes the round and drafts a one-line outreach angle tied to what the money will fund.
- 5The workflow matches the company to an Attio record and creates a task with the angle, source link, and amount raised.
- 6A Slack message posts the new warm-up tasks to the sales channel.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 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.