LEAD GENERATION
Generate Notion account briefs from webinar attendees on a named target list
Matches new webinar attendees against your strategic target-account list and, for any match, builds a multi-section account brief in Notion for the account team.
How it runs
The automated pipeline, trigger to output.
- TriggerNew attendee record in AirtableAirtable
- LogicMatch company against target-account list
- ActionDeep research via Exa and PerplexityPerplexity
- ActionAssemble structured account briefOpenAI
- OutputPublish brief page to NotionNotion
What it does
Focuses webinar research where it matters most: your named target accounts. It checks each attendee's company against your strategic account list and, on a match, generates a deep multi-section brief in Notion — buying committee, recent initiatives, competitive landscape, and a recommended play tied to the webinar theme.
When to use it
Use it for ABM motions where a target-account exec or champion attending a webinar is a buying signal you cannot let slip. It quietly ignores non-target attendees so the account team only sees briefs that move pipeline.
How it works
- 1A new attendee record added to Airtable triggers the run.
- 2A lookup checks the attendee's company domain against the strategic target-account list.
- 3Non-matches stop; matches continue.
- 4Exa and Perplexity gather deep firmographic and recent-initiative research on the matched account.
- 5An agent assembles a structured account brief with a recommended next play.
- 6The brief is published as a new page in the account team's Notion workspace.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect ExaNeural search across the web.
- 3Connect PerplexitySearch-grounded answers with citations.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect NotionPages, databases, comments.
- 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.
More Lead Generation workflows
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Accepts a badge-scan CSV via webhook, validates and dedupes it on the spot, checks each attendee against HubSpot.
Score Zoom webinar poll answers into a tiered outreach queue
When a Zoom webinar ends, pull each attendee's poll responses, compute an intent score, and write a tiered (Hot/Warm/Cold) outreach queue to Airtable for the sales team to work.
Classify open-text webinar poll answers with AI and enrich the lead record
For webinars that use free-text poll questions, an AI step reads each attendee's written answers, classifies intent and pain points into structured fields.
Fast-track hot webinar leads into HubSpot and ping the rep on Slack
After a webinar, identify attendees whose poll answers signal high purchase intent, create or update their HubSpot contact with a lead score.
Agent-driven Brave intent harvest with enrichment and Gmail draft outreach
A CEO-driven agent harvests intent signals from Brave, enriches each prospect via web research, writes a personalized cold email.
Manual Brave keyword sweep into an Airtable research board
On demand, sweeps a topic across Brave Search, clusters the results by buying stage with an LLM, and writes a deduplicated research board to Airtable with company, source URL.
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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