SALES
Funding Alert Webhook to Pre-Call Research Brief
Receives a funding alert via webhook, runs deep research on the company, and delivers a structured pre-call brief to the rep in Slack with an Attio task linking back…
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook receives funding alertHTTP webhook
- ActionExa gathers company and investor contextExa
- ActionOpenAI writes structured pre-call briefOpenAI
- ActionAttach brief as task on Attio companyAttio
- OutputDeliver brief to owner on SlackSlack
What it does
When any upstream source (a Crunchbase alert, an enrichment vendor, a manual form) posts a funding event to a webhook, this workflow turns the raw alert into a complete pre-call brief: the company's product, the investors, likely use of funds, and three opening questions, then attaches it to an Attio task.
When to use it
Use it when funding alerts already arrive from a tool you trust and you want to skip straight to prep work rather than re-detecting the event. Good for AE teams that want a briefing in hand within minutes of a round closing.
How it works
- 1An inbound webhook receives the funding alert payload.
- 2Exa pulls supporting context: the company site, recent coverage, and investor backgrounds.
- 3OpenAI synthesizes a structured brief with use-of-funds hypotheses and opening questions.
- 4The workflow finds or creates the Attio company and attaches a task with the brief.
- 5Slack delivers the brief to the account owner as a threaded message.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect AttioReal-time CRM with structured data + powerful views.
- 5Connect SlackChannels, DMs, threads, mentions.
- 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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