LEAD GENERATION
Agent-Driven Deep Brief on a Speaker's Account before Outreach
An agent researches a single named speaker and their company across the web, assembles a full account brief with talking points and an outreach angle.
How it runs
The automated pipeline, trigger to output.
- TriggerRep submits a named speaker and event
- ActionBrave Search the speaker, talk, and companyBrave Search
- ActionExa surfaces recent company signalsExa
- LogicAgent reasons over sources to build the brief
- OutputWrite account brief to Attio person and companyAttio
What it does
For one high-value speaker, an agent does the deep homework a rep would otherwise spend an hour on: who they are, what their company does, recent news, why they fit, and the sharpest angle to open with. It saves the finished brief onto the Attio person and company records.
When to use it
Reach for this on a named target — a keynote speaker or a panelist at an account you already care about — when a generic enrichment isn't enough and you want a reasoned, sourced brief before a rep reaches out.
How it works
- 1A rep triggers the run with the speaker name and event.
- 2The agent searches the web with Brave for the speaker, their talk, and their company.
- 3It follows up with Exa neural search to surface recent funding, hiring, and product signals.
- 4The agent reasons over the sources to build an account brief: summary, fit rationale, three talking points, and a recommended outreach angle.
- 5It attaches source citations to each claim.
- 6The brief is written to the speaker's Attio person record and linked company.
Set it up
What you configure once, before turning it on.
- 1Connect Brave SearchWeb, news, image, video search.
- 2Connect ExaNeural search across the web.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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After a webinar, identify attendees whose poll answers signal high purchase intent, create or update their HubSpot contact with a lead score.
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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.