SALES
Executive-Change Signal to Attio Re-Engage Task
Monitors target accounts for new C-suite or VP appointments, judges whether the new leader is a likely champion.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionExa finds leadership-change newsExa
- ActionOpenAI classifies champion relevanceOpenAI
- LogicRoute only buying-relevant changes
- ActionCreate re-engage task on Attio companyAttio
- OutputAlert account owner on SlackSlack
What it does
A new executive is a reset on an account's priorities and budget. This workflow watches for leadership changes at your target companies, decides whether the new hire maps to a role that buys your product, and files a re-engagement task in Attio so reps can restart a stalled deal on a fresh relationship.
When to use it
Use it to revive closed-lost or dormant accounts and to time outreach to a new decision-maker's first 90 days, when they are most open to changing tooling.
How it works
- 1A daily schedule triggers the run.
- 2Exa searches for executive-appointment and leadership-change news scoped to your account list.
- 3OpenAI classifies each change: is the new leader in a buying-relevant function, and is this an upgrade in champion potential?
- 4A logic branch drops non-relevant changes and routes qualifying ones forward.
- 5The workflow creates a re-engagement task on the Attio company with a personalized first-touch angle.
- 6Slack alerts the account owner that their account has new leadership.
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.
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