Software Saas Operations

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.

2 runs · 2 clones

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Agent snapshot

Built for software saas work, not a generic template.

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Software Saas Operations

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.

What this agent automates

This run includes 7 concrete steps from the published agent data.

Signal 1 · 1

Trigger: poll the CRM for deals created or updated since the last successful run

Signal 2 · 2

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)

Signal 3 · 3

Score the deal against the ICP rubric across configured dimensions and store the score plus rationale in the agent database

Signal 4 · 4

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

Signal 5 · 5

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

Signal 6 · 6

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

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Gmail

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FullEnrich

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Clone ICP Deal Triager

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Plans start at €20/mo