What it does
When an account in your CRM raises new funding, enriches the account, identifies newly-empowered decision-makers, AI-drafts a congratulatory outreach with a budget angle, and creates an AE task. Signal-qualified prospecting like this converts 4-7x higher than cold outreach.
You get
signal-triggered
AI-drafted outreach on a funding event
How it works
Watch for funding news
Create WorkflowTriggered by a webhook from a signal provider, or by a scheduled scrape of funding news for your target domains. The aim is to be among the first to reach out while the budget is fresh.
Accept the funding event
configure_webhook_stepThe webhook takes the company domain, the round, the amount raised, the investors and the announcement date, and rejects anything malformed.
Match it to an account
configure_find_records_stepThe domain is matched against your accounts. A match carries on with that record. No match creates a new account with the funding context attached, so the rep knows where it came from.
Refresh who works there now
configure_enrich_stepFunding usually brings new executives, more headcount and new plans, so the decision makers, team size and recent hires are pulled again. Whatever you had on file is now out of date.
Draft the congratulations
configure_write_with_ai_stepAn email naming the round and what the investors suggest about their direction, a hypothesis about the problem companies at that stage hit, and a soft ask for a meeting. Saved on the AE task, never sent automatically.
Put it on an AE within a day
configure_create_task_stepAssigned by territory, account ownership, or round robin if nobody owns it, at high priority because funding signals fade within a fortnight. The task carries the funding details, the refreshed account, the drafted email and suggested times, on a 24 hour outreach target.
Announce it to the team
configure_slack_stepA line in the sales signals channel naming the account, the amount, the round, the AE it went to and the 24 hour target, with links to the task and the account record.
Publish and measure the lift
publish_workflowValidated and published, tracking how fast AEs respond, how many funding events become meetings, and how many become closed deals, set against cold outreach with no signal behind it.
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