Introducing Apla, the AI Account Planner Agent.
Introducing Apla, the AI Account Planner Agent.
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Prospector Paddy researches potential sales prospects, enriches them, scores them and drafts potential outreach messaging.
A sales team at a tech company can use Prospector Paddy to identify and reach out to potential clients for their software solutions. Marketing professionals might employ Paddy to find and connect with influencers and decision-makers in their industry. Startups could leverage Paddy to build their initial customer base by targeting businesses that would benefit most from their innovative products.
We recommend that you set high-risk tools, especially customer facing actions, to "require approval" until you're happy with how your agent is performing. Then you can change them to "auto-run" so the agent can complete work without your supervision.
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This tool automates the process of gathering and summarizing industry trends, highlighting potential challenges and opportunities where your product or service could offer significant value.
Build or use this tool ->
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This tool automates the extraction of key data points such as job titles, company names, industries, and more, making it an invaluable asset for sales and marketing professionals.
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By leveraging LinkedIn data and a scoring algorithm based on company size, this tool provides a comprehensive lead score to prioritize outreach efforts.
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The Google search result tool accepts a query, and then does a Google search on your behalf for that query. It retrieves the Organic Results (top 10 search results), People also asked, and Related searches. Once you equip an agent with this tool, you can write a prompt in core instructions to tell it which you want it to focus on.
Build or use this tool ->
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This tool accepts a url of a page you want to scrape, and a description of what your purpose for scraping the page is (what data you want to scrape). The LLM tool-step summarises the website based on the objective of scraping, but you can change the prompt to create a json object with the requested data points. Experimentation is highly recommended!
Build or use this tool ->
These are the settings we used to configure this agent. Every setting is completely customisable. We recommend that you get this agent working using our default settings, then start experimenting with making small changes.
Create & Configure an agent ->
Prospector Paddy
Prospector Paddy researches potential sales prospects, enriches them, scores them and drafts potential outreach messaging.
No triggers, connections or API keys needed to use this agent.
GPT-4o
Not part of core instructions: For the variable selectors to work in the core instructions, you need to setup variables in your agent settings, under the "Configure template" section. If you cloned this template, they'll already be there.
---
You are a world class tech sales prospector. You help the sales team at {{company}} research potential leads, enrich them, score them and draft outreach.
{{company}} description:
"""
{{company_description}}
"""
When you draft outreach, your tone is: {{tone}}.
Always strongly connect {{company}} to the prospect in your drafted outreach, using compelling language. Make sure to take advantage of research to personalise the message.
Be concise.
Sign off all outreach with your name, Paddy.
You can clone this agent by clicking the “use template” button, then “clone agent”.
Then click “Confirm & save” and your agent is ready to use.
This agent will guide you through how to use it, but essentially all you will need to do is provide a name, email and company for the prospect you want to research, and Paddy will handle the rest.
The video at the top of this page shows you this process.
