SALES
Agent-Researched Contact Suggestions for Single-Threaded Deals
For high-value single-threaded Salesforce deals, an agent researches the account online to identify real named decision-makers not yet in the CRM and drafts a tailored…
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule surfaces single-threaded high-value dealsSalesforce
- ActionAgent researches account leadership and buying roles on the webExa
- ActionReason over results to identify named decision-makersOpenAI
- LogicCross-reference against existing CRM contacts to find true gaps
- OutputDeliver research brief and outreach plan to SlackSlack
What it does
When a big deal rests on one contact, this finds who's missing using live web research, not just whoever already sits in Salesforce. An agent investigates the account's org structure, identifies likely buying-committee members by name and title, and drafts a concrete outreach plan to broaden the deal.
When to use it
Use this when your CRM contact data is thin and you need fresh, externally-sourced names to multi-thread enterprise accounts. Best for AEs working strategic logos where the real decision-makers were never logged.
How it works
- 1A scheduled trigger surfaces high-value single-threaded deals from Salesforce.
- 2The agent reads each account and its one known contact.
- 3It searches the web to map the account's relevant leaders and buying roles.
- 4It cross-references against existing CRM contacts to find genuine gaps.
- 5It drafts a per-deal multi-threading plan with named targets and suggested talking points.
- 6It delivers the research brief and outreach plan to Slack for the deal owner.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.