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.

CategoryLead Generation
Enginepaperclip
Difficultyadvanced
Triggerevent
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew attendee record in AirtableAirtableAirtable
  • LogicMatch company against target-account list
  • ActionDeep research via Exa and PerplexityPerplexityPerplexity
  • ActionAssemble structured account briefOpenAI
  • OutputPublish brief page to NotionNotionNotion

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

  1. 1A new attendee record added to Airtable triggers the run.
  2. 2A lookup checks the attendee's company domain against the strategic target-account list.
  3. 3Non-matches stop; matches continue.
  4. 4Exa and Perplexity gather deep firmographic and recent-initiative research on the matched account.
  5. 5An agent assembles a structured account brief with a recommended next play.
  6. 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.

  1. 1
    Connect AirtableBases, tables, views, automations.
  2. 2
    Connect ExaNeural search across the web.
  3. 3
    Connect PerplexitySearch-grounded answers with citations.
  4. 4
    Connect OpenAIModels, embeddings, files.
  5. 5
    Connect NotionPages, databases, comments.
  6. 6
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  7. 7
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  8. 8
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.