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SalesApproval required
Lead Research Worker
Researches prospects and drafts outreach angles. Returns lead briefs + crm notes.
Output
Lead briefs + CRM notes
Runs when
Slack request or new lead
Approval
Required before CRM updates or outreach
Tools
HubSpotGmailWebSlack
What it does
Lead Research Worker pulls the data it needs, applies your company brain, and produces lead briefs + crm notes. It runs slack request or new lead and asks before any risky action.
Company Brain it uses
Tone guideCompany rulesPast workApproval rules
Example run
F
Output readyLead Research WorkerRun #1042
Trigger
Slack request
Tools used
HubSpotGmailWeb
Brain used
Tone guideCompany rules
Output
Lead briefs + CRM notes
Output
Draft · to your team
Subject
Lead briefs + CRM notes
Lead Research Worker prepared lead briefs + crm notes using your tools and company brain. Review the result, then approve or edit before it ships.
— Floom
Approve this output?
Floom asks before any external action.
Use Lead Research Worker from Slack.
Connect your tools, add your company brain, and Floom will run this worker and bring the output back for approval.