When
Choose a schedule: daily at 09:00 AM UTC or faster on Pro; then take HubSpot contacts created since the last run.
Workflow starter brief
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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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Pull company size, industry, funding and technologies from Apollo.
- Search recent company news with Tavily.
- Write a short brief on what they do and why they might buy.
- Save it as a HubSpot note, skipping contacts with one.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
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Agents should build your automations, not be them
Describe your first workflow in plain words. One stays live for free, no credit card.
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