AI AGENTS
VIP Badge Real-Time Exec Alert
When a scanned badge matches a target-account or VIP list, instantly alerts the closest exec in Slack and pre-drafts a same-day meeting invite for the prospect.
How it runs
The automated pipeline, trigger to output.
- TriggerBadge scan posts contactHTTP webhook
- LogicMatch against target-account and VIP lists
- ActionAssemble VIP profile from CRMAttio
- ActionDraft tentative meeting hold for execGoogle Calendar
- OutputSend high-priority exec alertSlack
What it does
Makes sure your booth never misses a whale. The moment a badge is scanned, it checks the contact against your target-account and VIP lists; on a match, it pings the right executive in Slack with the prospect's profile and pre-drafts a same-day meeting invite so leadership can intercept them while they're still on the floor.
When to use it
Use it when a handful of named accounts or titles matter far more than volume, and you want senior people to engage high-value prospects in real time rather than discovering them in post-show cleanup.
How it works
- 1A badge scan posts the captured contact to the workflow.
- 2A logic step matches the company and title against your target-account and VIP rules.
- 3Non-matches are logged to the CRM quietly and the flow stops.
- 4On a VIP match, the agent assembles a quick profile from CRM and web context.
- 5It drafts a same-day meeting invite on the exec's calendar as a tentative hold.
- 6A high-priority alert with the profile and hold link is sent to the exec in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect Google CalendarEvents, attendees, availability.
- 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 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.
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