LEAD GENERATION
AI agent builds account briefs for hot webinar leads before outreach
For each high-intent webinar attendee, an agent researches their company, combines that with their poll answers into a one-page outreach brief, files it in Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom webinar endsZoom
- LogicFilter to hot-tier attendees
- ActionAgent researches company on the webExa
- ActionDraft and file account brief in NotionNotion
- OutputNotify assigned rep in SlackSlack
What it does
Gives reps a ready-to-use account brief for every hot webinar lead. An agent takes the attendee's poll-derived intent signals, researches their company on the web, and writes a concise brief: what they likely need, talking points tied to their answers, and a suggested opener. The brief is filed in Notion and the rep is pinged.
When to use it
Use it for high-value webinars where reps need real context before reaching out, and you want the prep work done automatically rather than each rep googling the prospect cold.
How it works
- 1A finished Zoom webinar triggers the flow and the attendees' poll scores are loaded.
- 2A filter keeps only hot-tier attendees.
- 3For each, the agent runs web research on the company (recent news, size, likely use case) and reconciles it with their poll answers.
- 4The agent drafts a structured one-page brief with talking points and a recommended opener.
- 5The brief is created as a Notion page and a Slack message links the rep to it with a short why-now summary.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect ExaNeural search across the web.
- 3Connect NotionPages, databases, comments.
- 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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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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.