LEAD GENERATION
Nightly digest of repeat visitors scored against your ICP
Runs each night to roll up the day's repeat anonymous visitors, scores each account against your ideal-customer profile with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionGroup the day's visits by domain, drop single visitsAirtable
- ActionEnrich each repeat accountExa
- ActionScore each account against the ICPOpenAI
- LogicDrop accounts below the fit threshold
- OutputWrite ranked dossiers to the SDR queueAirtable
What it does
Instead of alerting on every visit, this workflow batches the day's de-anonymized traffic once nightly, keeps only companies that returned more than once, scores each against your ICP, and produces a ranked queue of researched dossiers for SDRs to work the next morning.
When to use it
Use it when you prefer a clean prioritized worklist over a noisy live feed, and you want an LLM to apply your ICP rules (industry, size, geo) consistently rather than relying on a rep's gut.
How it works
- 1A nightly schedule triggers the rollup.
- 2The workflow reads the day's visit log and groups it by company domain, dropping single-visit accounts.
- 3Exa enriches each repeat account with firmographics and recent activity.
- 4An OpenAI step scores each account against the ICP definition and writes a fit rationale.
- 5A filter drops below-threshold accounts.
- 6Qualified dossiers are written to Airtable, ranked by score, ready for the SDR queue.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 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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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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