Use an agent to brief reps on new leads
Have an agent gather prospect and company context before a rep reaches out.
- What they did
- A team built a lead-research agent that kicks in before outreach. It checks the prospect’s LinkedIn presence, pulls in recent activity and discussion, and scans company updates, then looks for signals like the tech stack, new hires, and fresh funding. In the end, it packages the findings into a short dossier in about 30 seconds.
- How it went
- The poster said this workflow was among the automations that kept working across 100+ sales-agent deployments. It cut down the manual research reps had been doing, freeing them to spend more time selling. The only clear tradeoff mentioned was speed: the brief arrives in about 30 seconds rather than the roughly 20 minutes an SDR might spend.
- Tips
- If you want this to be useful for sales, have the agent turn raw scraped data into a memo that a rep can scan quickly. Test it on a few leads first and make sure it only prepares the brief, not the actual outreach.
Try it yourself with Lindy
When a new lead appears in [CRM or sheet], collect public information about [person] and [company] from [LinkedIn, company site, news, and other approved sources]. Build a short sales memo with [title, company overview, recent activity, hiring changes, funding updates, tech stack, and a suggested opening line]. Do not contact the lead or change anything in the CRM yet. Pause and ask me to approve the memo before you send emails, delete anything, submit forms, or make payments. Show me the first [few] results so I can confirm the format before you run it on all new leads.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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