SALES
Whitespace Account Research Briefs
An agent takes the top whitespace accounts from the TAM gap analysis, researches each company live on the web, and writes a one-page outreach brief into Notion for the owning AE.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionIsolate top untouched accounts (Snowflake + Salesforce)Snowflake
- ActionResearch each account live on the webExa
- LogicAgent synthesizes outreach brief + talking points
- ActionWrite brief pages to Notion tagged by ownerNotion
- OutputNotify AEs in Slack that briefs are readySlack
What it does
It turns raw whitespace into ready-to-call accounts. Starting from untouched TAM accounts (TAM in Snowflake minus closed/open accounts in Salesforce), an agent researches each top target on the open web — recent news, hiring signals, likely pain points — and drafts a concise outreach brief with suggested talking points and a first-touch angle. Each brief is written to Notion and assigned to the territory owner.
When to use it
Use it when reps have whitespace but no context, and you want every cold account to come with a reason to reach out. Best for considered, higher-ACV sales where research before outreach pays off.
How it works
- 1A weekly schedule starts the run.
- 2Query Snowflake TAM and Salesforce to isolate top untouched accounts.
- 3For each account, the agent runs live web research via Exa.
- 4The agent synthesizes findings into an outreach brief with talking points.
- 5Write one brief page per account into Notion, tagged to the owning AE.
- 6Notify each AE in Slack that their fresh briefs are ready.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect ExaNeural search across the web.
- 4Connect NotionPages, databases, comments.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.