Meet every signup
Research each new signup the moment they land, with a drafted founder welcome.
Speed to lead decides whether a signup becomes a conversation or a ghost. This workflow runs the moment someone signs up: it researches who they are, scores them against your ICP, and posts a brief to Slack with a drafted founder welcome email, while the person is still in their first session.
What does this workflow do?
A new signup lands in Stripe or your CRM and the workflow starts on its own. The agent identifies the company behind the email domain, researches what they sell, how big they are, and what might have brought them to you. It scores the fit against your ICP definition and checks your own history: if a colleague of theirs trialed you last year, or your CEO met their founder at a conference, that context is in your CRM and email, and it surfaces in the brief.
Then it drafts the founder welcome email in your voice, referencing one specific true thing about the signup. You edit and send from your own address. Signups outside your ICP get a four-line brief and no ceremony, so your attention goes where it converts.
How does it work?
- A signup triggers the run. The workflow starts when a new customer appears in Stripe or a new contact lands in Attio or HubSpot. A daily batch mode covers low-volume days.
- The agent identifies and researches. Company behind the domain, what they sell, headcount, funding, stack signals, from the web and LinkedIn. Personal-email signups get a light professional lookup, and nothing more.
- It scores against your ICP. Fit, near-fit, or outside, with one line of reasoning against the definition you wrote once. It checks internal history for earlier touchpoints with the account.
- It drafts the welcome email. Three or four sentences in your voice, learned from the ones you've actually sent, referencing something specific and true. Your edits teach it; the voice converges run by run.
- The brief lands in Slack. Who they are, why now, the fit score, the draft. You reply to send, edit, or skip.
What makes this different from enrichment tools?
Enrichment tools append firmographics to a record. This workflow makes a judgment call: is this signup worth a founder's next ten minutes, and what should those minutes say? The score is grounded in your ICP, the history check is grounded in your company's own CRM and email with permissions respected, and the email draft improves because the workflow remembers how you edited the last twenty.
Clay and Apollo remain stronger for bulk list enrichment at outbound scale. This workflow is built for the inbound moment: one signup, right now, met well.
Works with
Stripe, Attio, HubSpot, Web, LinkedIn, Slack, Gmail. Triggered by each new signup, or as a daily batch.
Frequently asked questions
How fast does the brief arrive after a signup?
The workflow starts when the signup event lands and the brief typically reaches Slack within minutes, while the user is still exploring the product.
What happens with personal-email signups?
The agent runs one professional lookup on the name. If nothing surfaces, the brief says "individual, unknown" and includes a warm generic draft instead of a researched one. It never digs into anyone's private life.
Does it send the welcome email itself?
No. The draft lands in Slack with the brief, and you send it from your own address after editing. A founder email only works because a founder sent it.
How does the ICP scoring stay accurate?
You write the ICP definition once, and the workflow applies it consistently. When you overrule a score, the correction is remembered, and the scoring sharpens with each run.
How is this different from a Slack signup notification?
A notification tells you a signup happened. This brief tells you who they are, whether they fit, what probably brought them, whether your company has met them before, and what to say. The notification starts your work; the brief finishes it.