Prospecting

Trigger-Based Account Finder | Scheduled Sales Task

Finds up to 5 accounts with a fresh, dated buying trigger (news, leadership change, regulation, intent spike, or an old lost deal that just came alive), picks 2 to 3 contacts each, and saves outreach drafts.

Agentic
Intermediate
Web search, CRM connector, email connector, Claude in Chrome (drafts; data tool if no connector), optional prospect data tool.

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.