Sales

Reach prospects at the exact moment they're ready to buy.

This workflow monitors for buying signals — funding events, hiring sprees, leadership changes — and automatically drafts personalized outreach that references the specific trigger event.

Intermediate~20 credits per run·5 steps·5 integrations

Workflow Steps

How this workflow runs

1

Signal monitoring

Deal Flow Monitor

Deal Flow Monitor monitors Brave Search and Apollo for defined trigger events — funding, hiring, leadership changes, or news.

2

Company research

Deal Flow Monitor

When a trigger is detected, the agent researches the company's current situation and context.

3

Contact identification

Deal Flow Monitor

The most relevant decision-maker for the trigger event is identified and enriched.

4

Trigger-specific outreach drafting

Deal Flow Monitor

Personalized outreach is drafted that references the specific trigger event — not a generic template.

5

Approval gate

Approval Gate

Drafted outreach is queued for your review before anything sends.

Triggers

What starts this workflow

Funding announcement detected

Hiring surge detected

Leadership change detected

News event detected

Outputs

What you get when it runs

Triggered outreach drafts for approval

Enriched prospect in HubSpot

Slack alert with trigger context

Integrations

ApolloHubSpotBrave SearchGmailSlack

Who uses this workflow

SaaS CompaniesProfessional ServicesFinancial Services

Frequently asked questions

Use the Trigger-Based Outreach workflow

Start free with 20 credits. Deploy in minutes.