What This Automation Does
Uses Claude and Perplexity (via API) to research a prospect automatically when they're added to your CRM. Within minutes of adding a new contact, the automation returns a pre-outreach intelligence brief covering recent news, likely pain hypothesis, and a personalized cold email draft — ready to review and send.
Tools Required
Zapier + CRM + Perplexity API + Claude API
Setup Steps
1. Zapier trigger: New contact added to CRM with 'Research Needed' tag
2. Extract company name, prospect name, title
3. Perplexity API call: 'What has [COMPANY] announced in the last 90 days? What are their stated business priorities? Any relevant news?'
4. Claude API call with Perplexity output: 'Using this research, build a pre-outreach brief: ICP fit score, most likely pain, trigger event, conversation hook. Then write a 120-word trigger-based cold email.'
5. Write output to CRM contact notes field
6. Send Slack notification to rep with brief summary
Result
Every new prospect in your CRM gets researched and drafted automatically. Reps open their CRM to find a personalized email draft waiting, not a blank page.