Sales template
Enrich new HubSpot leads
Research every inbound lead, score fit against your ICP and post a brief to the owning rep.
9 hrs/week
Typical time saved per team
36k runs
Production runs across workspaces
Agent that runs it
HOW IT RUNS
From trigger to result, one auditable step at a time.
Trigger
Contact created from a form
Research
Company, role and recent news
Decision
Fit score and territory
Action
Enrich fields and post a brief
Reps lose the first hour of every inbound lead to research tabs. The agent pulls firmographics, recent news and product usage, scores fit against your ICP and posts a one-paragraph brief to the owning rep in Slack.
What’s included
Agent instructions written for sales teams
Pre-configured tools with least-privilege scopes
Approval gates with sensible defaults
An eval suite built from anonymised production runs
Make it yours
Adjust thresholds, swap tools or add steps in the visual builder. The template runs in shadow mode first and proposes every action for review until you switch on autonomy.
POWERED BY
Account Researcher
Researches every new lead and account, enriches your CRM and writes a one-page brief before the first call.
CONNECTED TOOLS
Starts in shadow mode. Every action is proposed for review until you switch on autonomy — per step, per threshold.