SALES
Funding-Round Tier Router to Channel-Matched Outreach
Detects funding rounds, branches on round size to assign a play (AE-led vs. nurture).
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionExa searches recent funding roundsExa
- ActionOpenAI extracts amount, stage, fit scoreOpenAI
- LogicRoute by round size and ICP fit
- ActionHigh tier: AE task on Attio companyAttio
- OutputHigh tier to Slack deal room, low tier to Notion nurtureNotion
What it does
Not every funded company deserves the same effort. This workflow detects funding events, then branches on round size and fit: large strategic rounds become AE-owned Attio tasks announced in a dedicated Slack deal room, while smaller rounds drop into a Notion nurture list for lighter-touch sequences. One signal, two correctly-sized motions.
When to use it
Use it when your team needs to triage inbound signal volume so reps spend time only on accounts worth a direct play, and everything else still gets captured for nurture.
How it works
- 1A daily schedule fires the run.
- 2Exa searches for recent funding rounds across your target market.
- 3OpenAI extracts the round amount, stage, and a fit score against your ICP.
- 4A logic router splits the flow by amount and fit threshold.
- 5High-tier accounts get an AE task on the Attio company and an announcement in the Slack deal room.
- 6Lower-tier accounts are appended to a Notion nurture database for sequenced follow-up.
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.
- 5Connect NotionPages, databases, comments.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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.
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