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Workflow template

Write a research brief for every new lead

Gathers company facts and recent news for each new HubSpot lead and saves a short why-they-might-buy note.

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How it runs

This is the brief Whenever builds from. Change any of it in plain words before you publish.

When

Ask me to choose daily at 09:00 AM UTC or faster on Pro; then take HubSpot contacts created since the last run.

Then

  1. Pull company size, industry, funding and technologies from Apollo.
  2. Search recent company news with Tavily.
  3. Write a short brief on what they do and why they might buy.
  4. Save it as a HubSpot note, skipping contacts with one.

Apps it connects

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Agents should build your automations, not be them

Describe your first workflow in plain words. AI building is free within weekly usage limits; you pay when it runs.