WORKFLOW TEMPLATES
Enrichment workflows
352 ready-to-run enrichment workflows, each linked to the integrations it uses.
352 workflows
Voicemail Demo Request Enriched and Logged to Airtable Intent Board
Transcribes a demo voicemail, enriches the caller's company with a web lookup, builds a structured qualified-intent record in Airtable with a callback-due timestamp.
Research-Enriched Loom Video for High-Value Attio Accounts
Manually launched against a chosen Attio account, researches the company with Exa, scripts a relevant intro, renders a Replicate avatar clip onto your Loom pitch.
Enrich and route each webinar registrant in real time on signup
Fires the moment a registrant submits the webinar form, enriches and scores them instantly, and routes high-fit leads to a rep while logging everyone for nurture.
Enrich and rank chat leads before they reach sales
For each chat-captured email, it pulls company details from a web enrichment lookup, computes a fit-plus-intent priority score with an LLM, writes the ranked lead to Airtable.
Agentic Phishing Investigation & Case Builder
An autonomous agent picks up each reported phishing email, detonates links in a sandbox, enriches indicators via web research, decides quarantine and escalation actions.
Issue Authors With Buying Pain to Research Packet
Triggers on new GitHub issues, uses an LLM to classify whether the author is describing a paid-tier or enterprise pain point, enriches qualified authors.
Webinar Attendee List to ICP-Scored Prospect Packets in Attio
Watches an Airtable base for new webinar attendee rows, enriches each person and their company, scores them against your ICP.
Act instantly on downgrade and cancellation intent
Listens for billing downgrade or cancellation-intent webhooks, immediately routes high-value accounts to a save play, opens a Linear retention task, and pages the owner in Slack.
PagerDuty Alert Enrichment with Baseline + Runbook Context
When a PagerDuty alert fires, the bot automatically enriches it by comparing the alerting metric to its Datadog historical baseline and attaching the matching runbook steps.
Detect multiple stargazers from one company and roll them into a HubSpot account
When several people from the same company star your repo, group them as buying-signal evidence, create or update a HubSpot company record.
Morning digest of today's Outlook meetings with Coda prep links
Every weekday morning, compiles all of today's Outlook meetings into one Coda dashboard page with attendee context and direct links to each meeting's prep one-pager.
Research top webinar attendees and write sales briefs to a Monday board
For the highest-scoring webinar attendees, an agent researches each person and their company, drafts a personalized outreach brief.
Exhibitor Scrape to Salesforce Leads with Daily Slack Digest
Scrapes a conference exhibitor or sponsor directory on a schedule, scores each company as a partner or prospect, creates Salesforce leads.
Inbound Lead Account Brief Synced to HubSpot
When a new lead is created in HubSpot, researches the company and contact, builds a sales-ready account brief, and writes it back onto the HubSpot record.
New Role-Title First-Appearance Tracker
Watches competitor job feeds for role titles that have never appeared before (e.g. first 'Head of AI' or 'GTM for Healthcare'), enriches the hiring company in Attio.
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.
New Podcast Episode Webhook to Personalized Gmail Guest Intro
When a podcast publishes a new episode, it enriches the guest and drafts a personalized cold intro email in Gmail referencing what they said on the show.
Enrich Unknown Meeting Attendees with Web Research Before the Call
When an Outlook meeting includes an attendee not found in HubSpot, this researches them on the open web, creates a draft HubSpot contact.
AI Agent Triage for Ambiguous Contact Merge Conflicts
A Paperclip agent works through a queue of merge conflicts that rules couldn't resolve, enriches each candidate with web and CRM context.
Scrape Podcast Episode Pages into a Qualified HubSpot Pipeline
On a schedule, scrapes your podcast's episode and guest pages with Apify, identifies each guest's company and role, scores fit against your ICP.
Agent-driven voice report enrichment to Monday and Airtable
An agent transcribes a field voice memo, cross-references the open jobs in Monday to find the right match even from a fuzzy spoken reference.
Agent-Driven ICP Triage of Attendees into Salesforce Tasks
An agent reads a new attendee list from Airtable, researches and reasons about each prospect's fit and buying intent.
Hot-Lead Enrichment & Smart AE Routing
When a pricing revisit signal arrives, an agent researches the company, scores fit and intent, books the meeting on the best-matched AE's calendar, and updates the HubSpot deal.
Badge-Scan to Demo Booking Agent
When a booth badge is scanned, an agent enriches the lead, scores fit, and books a follow-up demo on the right rep's calendar, then logs the meeting in your CRM.
Intercom enterprise-intent enrichment and Attio routing
Detects enterprise-sized buying signals in Intercom, enriches the company with web research, and creates a high-value Attio deal routed to the enterprise team in Slack.
New Leaderboard Entrant Real-Time Alert
Polls the HuggingFace leaderboard on a schedule and, the moment a model breaks into the top ranks for the first time, enriches it with web context and pings the team instantly.
Turn an inbound demo-request reply into a tailored Loom script
When a prospect replies asking for a demo or pricing, parses the email, enriches the sender against HubSpot, drafts a Loom script answering their specific question.
Inbound topic webhook to enriched trend brief in Coda
Receives a topic via webhook, enriches it with Brave Search context, generates a short-form video brief plus thumbnail.
Autonomous Dedupe Triage Agent with Human Gate on Ambiguous Pairs
An agent investigates each incoming duplicate candidate by enriching both records, auto-resolving clear-cut matches and non-matches.
Autonomous Vendor Onboarding from First Invoice
An agent that, when an invoice arrives from an unrecognized vendor, researches the vendor, drafts a complete vendor profile, files supporting documents.
Dictated lead intake that creates an enriched Attio person
Transcribes a voice memo describing a new lead met at an event, researches the company online, and creates a fully enriched Person and linked Company record in Attio.
Voice-note enriched account brief with web research
Transcribes a rep's voice memo, researches the mentioned account on the web for fresh signals, merges both into an enriched account brief.
Post-Incident WAF Postmortem Enricher for Linear
After a WAF incident resolves, an agent gathers the Cloudflare rule changes and timeline, writes a structured postmortem in Linear, and posts the draft to Slack for review.
Escalate Datadog cache-regression alerts to PagerDuty with deploy context
When a Datadog monitor on Cloudflare cache-hit ratio fires, enriches the alert with the current cache breakdown and the last deploy.
Research-enriched founder thread from a GitLab release
An agent enriches a GitLab release with competitive and market context via web search, drafts a sharper founder thread, logs the reasoning to Notion.
Quarantine Dropbox links accessed from unexpected geographies
Watches Cloudflare access logs for hits on public Dropbox share links coming from countries outside your expected list.
New-entrant watch that profiles emerging players into Attio
Weekly, scans Brave for companies newly entering a category, scrapes each one's site with Firecrawl to build a profile, drafts a one-pager in Coda.
Phishing Webhook Intake and Investigation Log
Accepts phishing reports from a mail-gateway or browser-extension webhook, enriches the IOCs, has an agent draft an investigation writeup.
Phishing Mailbox Triage with IOC Enrichment
Watches a shared phishing-report inbox, extracts URLs, domains, and sender details from each reported email, enriches them with reputation data.
Webhook-Triggered Attendee Enrichment with Loom Email Send
On a webhook from your event tool, scrapes the attendee batch with Apify, enriches into Attio, queues a Loom intro.
Flag returning visitors from target and competitor-adjacent accounts
Matches each repeat anonymous visitor against a watchlist of target and competitor-customer accounts, enriches the matches.
Model-card author harvest on webhook to Coda and Attio
Fires when a webhook posts a HuggingFace model URL, reads the model card to extract authors and paper citations, resolves each author's affiliation with Brave.
Enrichment-Assisted Tiebreak for Ambiguous Duplicates
Takes ambiguous duplicate pairs from the merge queue, enriches each company with a web lookup to confirm whether they are the same legal entity.
Slack-Reported Phishing to Zendesk Case
Lets staff report a suspicious message from a Slack shortcut, auto-enriches any links and senders they paste.
Investigate OAuth grants from unverified publishers
When an OAuth app from an unverified or unknown publisher is consented to, it enriches the app with web research on the vendor and posts an investigation brief so reviewers judge…
Auto-Enrich a Shadow-IT Finding with Vendor Risk Research
When a new shadow-IT Linear issue is created, an agent researches the vendor's security posture and data practices on the web, writes a risk brief into the issue.
Cloudflare Egress Anomaly to SOC Investigation Dossier
Watches Cloudflare Logpush for outbound traffic spikes, enriches the destination, scores severity, and opens a structured SOC investigation page in Notion with a starter IOC…
Research-enriched Loom recaps with an agent that tailors every send
An agent enriches each closed discovery call with fresh web research on the prospect's company, writes a tailored recap referencing their context.
Enrich Badge Scans With Company Data via Brave Search
For each new event attendee, searches the web for the person's company to fill in industry, size, and website.
Agent research desk: build enriched prospect dossiers from a scraped attendee list
An agent works through a scraped attendee list, researching each top-scored company with web search to write a one-page dossier with pain hypotheses and an outreach angle.
On-Call Manual Incident Intake to Status Page
An on-call engineer submits a short incident form via webhook; the flow enriches it with the linked Sentry issue, drafts a customer-ready update at the chosen severity.
Real-Time IdP Grant Enrichment and Risk Triage
On every privileged role assignment from your identity provider, it enriches the event with HR and threat context, classifies risk with an LLM, and routes the grant to Slack.
Open a Slack war-room thread for high-reach negative mentions
When a negative mention comes from a high-follower or high-engagement account, it instantly spins up a dedicated Slack thread with the post, the account's reach.
Route an internal application by fit score and alert the manager
When an employee applies internally via the ATS webhook, scores their fit, routes strong matches to the hiring manager with a drafted intro and weak ones to a coaching queue.
Usage-Spike Expansion Play Builder
Detects accounts whose product usage jumps sharply week-over-week in Snowflake, enriches them with Salesforce context.
Vendor Enrichment and Risk Flagging Agent
For each new vendor added to a procurement request, the agent researches the company on the web, summarizes financial and security signals.
Zoom Sales Call to Salesforce Field Auto-Population
When a Zoom sales call recording finishes, transcribe it, extract CRM-relevant facts with an LLM, and write them into the matching Salesforce opportunity fields automatically.
Enrich Salesforce Opportunity from Zoom Call Notes
After a Zoom meeting ends, transcribe the call, extract deal signals with an LLM, and update the matching Salesforce opportunity with a summary, next steps, and stage…
Phishing URL and IOC Enrichment
Takes a reported phishing email submitted via webhook, extracts every URL and sender indicator, enriches them against threat-intel lookups.
Weekly Fork-and-Clone Momentum Digest of Top Accounts
On a weekly schedule, ranks repos that forked or heavily cloned yours, enriches the orgs behind the most active forks, and ships a prioritized account digest to Notion and Slack.

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