ICP Deal Triager
Triages inbound pipeline so reps only spend time on deals worth a call. When a new opportunity lands in your CRM, the agent pulls the company website, recent news, funding, headcount, and tech signals, scores fit against your ICP rubric, auto-rejects anything below threshold, and sends a tight pre-call brief with the angle, risks, and questions to ask. After the call, it can generate a structured recap and write the next steps back to the deal record.
Agent snapshot
Built for software saas work, not a generic template.
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template uses
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catalog views
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integrations used
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labels matched
Sample input
Build an agent to iCP Deal Triager. Use HubSpot, Gmail, and FullEnrich. Focus on operations. Return a ready-to-review result after each run.
Sample output
Watches your CRM for new deals, deep-researches each company, scores them on a 100-point ICP rubric, auto-rejects low-fit ones into a "Not a Good Fit" stage, and emails you a compressed pre-call brief for the rest.
Workflow brief
Where ICP Deal Triager fits in a software saas automation system
ICP Deal Triager is designed for a specific recurring job: triages inbound pipeline so reps only spend time on deals worth a call. When a new opportunity lands in your CRM, the agent pulls the company website, recent news, funding, headcount, and tech signals, scores fit against your ICP rubric, auto-rejects anything below threshold, and sends a tight pre-call brief with the angle, risks, and questions to ask. After the call, it can generate a structured recap and write the next steps back to the deal record. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses HubSpot, Gmail, and FullEnrich as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 7 concrete steps from the published agent data.
Trigger: poll the CRM for deals created or updated since the last successful run
For each new deal, look up the associated company and contacts, then run deep research on the domain (site, recent press, funding, headcount, stack signals)
Score the deal against the ICP rubric across configured dimensions and store the score plus rationale in the agent database
If score is below the rejection threshold, update the deal stage to the rejection stage and log a one-line reason in the deal notes
If score is at or above the brief threshold, draft a pre-call brief (company snapshot, fit score breakdown, angle, risks, suggested questions) and email it to the configured recipient
After the meeting date passes, optionally generate a post-call summary from the rep's notes and write next steps back to the CRM
Integrations used
ICP Deal Triager connects HubSpot, Gmail, and FullEnrich.
HubSpot
Connected in this agent
Gmail
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FullEnrich
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Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your software saas workflow.
Plans start at €20/mo