• AI-Agent
  • Ready to Run

Send Weekly Sales Leads

Rank new prospects from company alerts and email sales reps

Use this Agent instantly or customize it - no programming needed

Review signals and send weekly sales leads
Reads
  • weekly review window
    weekly review window

    Your Monday schedule sets the seven days of alerts to review.

  • company alert emails
    company alert emails

    Your alert emails give company facts, announcement dates, and source links for hiring, expansion, or funding news.

  • current customer list
    current customer list

    Your customer contacts identify current accounts by company name and website domain where known.

  • past lead emails
    past lead emails

    Your recent sent lead emails show which announcement links your reps already received.

  • buyer profile
    buyer profile

    Your buyer profile sets the industries, locations, size requirements, and exclusions a lead must meet.

  • lead ranking rules
    lead ranking rules

    Your ranking rules set signal priorities and the maximum leads in each email.

  • sales rep addresses
    sales rep addresses

    Your rep addresses identify who receives the Monday email.

Sales mailbox
Sales mailbox

Your sales mailbox keeps company alerts, customer contacts, and past shortlists. It sends the weekly email to your reps.

Is the customer contacts folder unavailable or empty?YesNo
Email reps that the customer check could not finish
Writes
  • weekly sales email
    weekly sales email

    Your reps receive ranked leads with dated sources, a no-new-leads note, or an account-check issue.

Screen alerts for fit, evidence, customer matches, and repeats
Did the review find no eligible new leads?YesNo
Email reps that no new leads qualified this week
Writes
  • weekly sales email
    weekly sales email

    Your reps receive ranked leads with dated sources, a no-new-leads note, or an account-check issue.

  • review count
    review count

    Your reps see how many alerts lacked needed facts or had uncertain customer matches.

Rank new leads and email reps their reasons and source links
Writes
  • weekly sales email
    weekly sales email

    Your reps receive ranked leads with dated sources, a no-new-leads note, or an account-check issue.

  • review count
    review count

    Your reps see how many alerts lacked needed facts or had uncertain customer matches.

This Agent reads recent company alerts each Monday. It checks your buyer profile and customer contacts. It emails reps a ranked shortlist with reasons and source links.

Modify Agent

Customize this Agent to fit your needs using natural language.

Start Agent for Free

Enter your email address and we will send you a secure link to continue.

monday.com
Used as:
Show all Agents working with monday.com
Zoom
Used as:
Show all Agents working with Zoom
Podio
Used as:
Show all Agents working with Podio

Made for your industry

Send Weekly Sales Leads is made for businesses in these industries.

Made for your role

Send Weekly Sales Leads is made for people in these roles.

Made for your department

Send Weekly Sales Leads is made for people in these departments.

How Send Weekly Sales Leads works

4 steps, in order, on every run.

  1. Read Recent Company AlertsScan the signal folder for announcements received in the past week. Keep alerts with enough company facts, a date, and a source link to assess fit.
  2. Check Customers and Past ShortlistsCompare company names and domains with your customer contacts. Check recent sent shortlists to avoid sharing the same announcement twice.
  3. Qualify and Rank New ProspectsMatch company facts to your buyer profile. Set aside uncertain matches, then rank eligible leads using your chosen rules.
  4. Email the Weekly ShortlistSend reps the top leads with a reason and source link for each. Include the review dates and a count of alerts needing review.

How to Get Started

Connect your tools

Connect the tools you already use, such as monday.com, Zoom or Podio.

3 tools
Set your rules
  • Choose Monday's send time, time zone, and sales rep email addresses.
  • Provide the buyer profile: target industries, locations, company sizes if required, exclusions, and the signals that make a lead timely.
  • Route public job-posting, company-expansion, and funding announcement emails into a dedicated signal folder; each usable email must include the company, announcement date, relevant company facts, and a source link.
  • Keep one contact for every current customer company in a dedicated customer contacts folder, with a company name and website domain where known; update the folder as accounts change.
  • Set the ranking rules and maximum number of leads in each weekly email.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Send Weekly Sales Leads:

Where do the company announcements come from?

You route public company announcement emails into a dedicated signal folder. Each alert needs a dated source link and company facts that support your buyer profile.

How do I choose which companies make the list?

You set the buyer profile, signal priorities, and lead limit. Your reps receive leads supported by the details in your alert emails.

What happens if an alert might be about a customer?

The Agent leaves uncertain matches out and includes them in the review count. Your team can inspect those alerts before pursuing the companies.

Will reps get an email if there are no new leads?

Yes. Your reps receive an email saying no eligible leads turned up. If your customer contacts folder is unavailable, reps hear that the account check needs attention.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.