SALES
Research an Account and Build a Personalized Loom Pitch Script
Given a target account, an agent researches the company across the web, drafts a tailored talking-points script, generates a personalized Loom from it.
How it runs
The automated pipeline, trigger to output.
- TriggerRep submits a target account
- ActionResearch company via web searchExa
- ActionCrawl company site for recent signalsFirecrawl
- LogicSynthesize personalized pitch script
- ActionGenerate Loom from scriptLoom
- OutputAttach video + research to HubSpot accountHubSpot
What it does
Does the pre-call homework and turns it into a ready-to-send video pitch. An agent researches the target account, writes a personalized pitch script grounded in real findings, generates a Loom from that script, and attaches everything to the account in HubSpot so the rep can send a sharp, well-informed video.
When to use it
Use it for high-value named accounts where a generic video falls flat and manual research eats an hour per prospect. Best when reps need genuinely tailored messaging tied to the prospect's recent news, hiring, or product moves.
How it works
- 1A rep submits a target account (domain + contact) to start the workflow.
- 2The agent researches the company using web search and crawls its site for recent signals.
- 3It synthesizes findings into a concise, personalized pitch script with hooks and a next step.
- 4Generate a Loom video built from the script and prospect details.
- 5Attach the Loom link plus the research summary to the account record in HubSpot.
Set it up
What you configure once, before turning it on.
- 1Connect ExaNeural search across the web.
- 2Connect FirecrawlCrawl, scrape, structured extract.
- 3Connect LoomVideo transcripts, libraries.
- 4Connect HubSpotCRM, deals, marketing, support.
- 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.