Buyer intent routing
Turn research activity and buying signals into one routed action with an owner and a date.
Pre-qualify each new lead from our website contact form: research the company, score it against our ideal customer profile, and leave a draft reply for the promising ones.
| Signal | Points |
|---|---|
| 50–500 employees | +2 |
| Uses a competitor | +2 |
| Student or job seeker | Skip |
The job, and what good looks like.
Intent data is collected and then ignored. A target account spends three weeks reading pricing pages and comparing vendors, and the only person who finds out is a rep three weeks later. By then the buyer has already taken a call with a competitor. This workflow turns research activity into a specific action. When an account crosses an agreed threshold, it records the trigger, the topics that account's people looked at, and the date. It then checks territory ownership and open opportunities so the account gets one owner instead of three. The routed alert names the account, the reason, and a suggested opener drawn from what the account actually read, not from a template. Marketing sees the same signal, so nobody works the account blind. A human still approves the target list, the threshold, and every message before it leaves. The result is a short, current list of accounts genuinely in market, each with an owner and a date.
When it is handled
- Same-day response to a signal
- One owner per in-market account
- No blind sales and marketing overlap
- Opener grounded in what they read
Works with tools like
- 6sense
- Common Room
- Salesforce
- Outreach
- LinkedIn Sales Navigator
Ready-made automations. Pick the one that fits.
Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.
Intent spike alert
When an account crosses our intent threshold, post the account name, the topics its people read, and one suggested opener.
When an account crosses the intent threshold
Lead pre-qualification
Pre-qualify each new lead from our website contact form: research the company, score it against our ideal customer profile, and leave a draft reply for the promising ones.
Each new lead
Signal triage
When a tracked signal shows a target account talking about our category, post a one-line summary and draft a reply I can send.
When a target account posts in a tracked community
You stay in charge.
At every step.
It does the legwork. You decide what reaches a customer.
- Nothing reaches a customer unasked
Replies and follow-ups wait in your drafts until you send them, or until you pre-approve them.
- Undo what you don't want
Every step is recorded, and a file it changed can be put back.
- Only the CRM and inbox you allow
Each automation reaches only the apps and folders you connect for it.
Lead pre-qualification
Approve before it updates the sheet and sends the email?
Before you download.
- Where does it run?
- On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
- How does it connect to our CRM and other tools?
- Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
- Does it run when my computer is asleep?
- It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
- How does my team use it?
- Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
- Do I need anyone technical to set it up?
- No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.
Already have tools for this? Here is the difference.
Your CRM's workflow rules
Updating fields and assigning records the same way every time.
They can't read a call, research a company or write a follow-up that sounds like you.
Flowchart automation tools
Moving data between apps at high volume.
Every exception becomes another branch someone has to build and maintain.
AI chat assistants
Drafting a reply when you ask for one.
Nothing happens until you come back and ask again, and the routine lives in a chat.
AUTOMATE.md
Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.
Related workflows.
Lead enrichment and hygiene
Fill in the fields a lead arrived without, merge the records that describe the same person, and keep the outbound list clean.
3 automations
Account research briefs
Keep a one-page brief per target account: the people who matter, what changed there recently, and the reason to reach out this week.
7 automations
Lead routing checks
Check each inbound lead's fields, territory, and open opportunities, then send it to one named owner with a response clock attached.
Write your own
Outbound sequence governance
Hold every rep to one agreed cadence and honor opt-outs everywhere the address is stored.
3 automations
Start with one job.
Make it your own.
macOS — coming soon- 1
Get the app
It runs on your computer, next to your files.
- 2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
- 3
Try it, then turn it on
Run it once and check the result. It only runs on its own once you switch it on.