Follow up when an Intent Scan is opened

When a prospect opens an Intent Scan you shared, it notes it in the CRM, gives the owner a follow-up task due today and posts it to Slack.

  • 3 steps, each view
Sample run illustrative data4 steps
  1. Starts when an Intent Scan is opened or shared. Free.
  2. Adds or updates the records in your CRM. Uses what is in your plan.
  3. Creates a follow-up task for the right person. Uses what is in your plan.
  4. Posts a message to your team chat. Uses what is in your plan.
Done: sent.A heads-up for your team, with the context.Run it on mine
The payoff

What this unlocks

When a prospect opens an Intent Scan you shared, it notes it in the CRM, gives the owner a follow-up task due today and posts it to Slack.

Someone reading a scan of their own market is thinking about the problem right now, which is the best time to talk.

  1. Trigger
  2. CRYour CRM
  3. OUOutreach
  4. INNotification

A heads-up for your team, with the context.

  • A pipeline that updates itself, with the next step already set.

  • It runs on its own, when an Intent Scan is opened or shared.

API and MCP

Builders can integrate.

Integrate workflows like this into your own app, agentic workflows, or internal tools via API or MCP. Benefit from discounted data partnership relationships with no additional markup to you.

It's like OpenRouter, but for revenue-focused workflows you can build visually and deploy programmatically.

How it works

Step by step, in plain words

It starts when an Intent Scan is opened or shared.

  1. 1
    CRSync to CRM

    Note the view in your CRM

    Adds or updates the records in your CRM.

    The records added or updated in your CRM.
  2. 2
    OUCreate a task

    Follow-up task due today

    Creates a follow-up task for the right person.

    A follow-up task for the right owner.
  3. 3
    INSlack or Discord message

    Post it to Slack

    Posts a message to your team chat.

    A heads-up for your team, with the context.

Nothing is sent to buyers.

Benefits

Why teams run it

  • Hours back every week

    All 3 steps run on their own, when an Intent Scan is opened or shared, so no one has to remember.

  • Safe to leave running

    Nothing is sent to anyone, so it can run in the background without a review.

  • No per-result charges

    It uses what is already in your plan, so a busy month costs the same.

  • Start it any way

    Run it on one person, a list, an audience or from your own agent, and get the results in place.

Make it yours

Start here, then make it yours

Partner data at our cost. No markup on any partner price.

  • Change any step Swap, add or remove any of its 3 steps on your canvas, or ask AIMEE to do it.
  • Plug in your own tools Use any partner's data at our cost, with no markup on any partner price.
  • Build apps and internal tools Turn the same nodes into revenue-focused apps and tools your team runs in one click.
  • Give every teammate's agent its tasks Assign tasks to each team member's agent. Only BrandWell does this.
  • And more Schedule it, call it from Claude or ChatGPT, or share your version and earn 20% recurring on all referrals.
Node explorer

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4 nodes in this workflow

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Questions, answered

How far does the $50 of included usage go?

Every plan includes $50 of usage each month. Spent only on work emails that LeadFuze finds, that is roughly 10,000 enriched leads a month. Misses are free.

Why is there no free trial?

Every plan runs on paid third-party data partners: intent signals, contact records and visitor identification. Your plan includes that data allowance, and we pay for it from day one. So instead of a trial, everything is month-to-month and you can cancel any time in-app.

What happens when the $50 runs out?

Runs pause at your limit, so nothing overspends. Top up from $10, or turn on auto top-up.

Do you mark up data partners?

No. You get the discounted rates we negotiated with each partner, with no markup on top. BrandWell data always runs first and costs less than any partner.

Can I run it on a list or from my own tools?

Yes. Run it on one person, a CSV or Google Sheet, an audience, or from Claude, ChatGPT and Zapier.

Run it on your market today.

Then share your version: 20% recurring on all referrals, and it's listed in the workflow library.