Monday Morning Account Signal Review

What this automation does: Automatically surfaces the most important news, job postings, and signals from your target accounts on a weekly basis — delivering a prioritized list of outreach opportunities every Monday morning.

Time saved: 2-3 hours per week of manual research

Setup

  1. Build your target account list in a Google Sheet or Notion database. Include: Company Name, Company Website, Primary Contact Name, Primary Contact Title, LinkedIn URL, Last Outreach Date, Next Follow-Up Date.
  2. Set Google Alerts for each company: company name + "funding", company name + "product launch", company name + "hiring", company name + "quarterly earnings".
  3. Set LinkedIn alerts to monitor key contacts at target accounts.
  4. Weekly Monday process (30 min): Collect all Google Alert emails from the week. Paste into Claude with this prompt: "Review these news alerts from my target accounts and rank them by outreach opportunity. For each account with a relevant trigger: (1) Name the trigger, (2) Assess urgency (1-5), (3) Draft a 30-word personalized first line for a cold email based on this trigger. Format as a prioritized table. [PASTE ALERTS]"
  5. Work down the prioritized list starting with urgency 4-5. Use Promptifi's trigger-based cold email prompts for the full email.

Full automation version

Connect Google Alerts via RSS to a Zapier workflow. Aggregate weekly. Send to Claude API. Auto-populate a Notion "Outreach Opportunities" database. Setup: ~3 hours.