Account briefs for new Airtable prospects, powered by Similarweb

By General Input

When a new domain lands in your Airtable prospects table, pull Similarweb traffic, audience, and channel data, write a short brief, and ping the AE in Slack.

Integrations

  • Similarweb
  • Airtable
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Marketing

Build an agent workflow that watches my Airtable Prospects table and runs the moment a new record is created. Use the Airtable new_record poll trigger pointed at the Prospects table.

For each new record:

1) Read the Domain field on the record. If it is empty, skip cleanly without writing anything back or pinging Slack. Normalize the domain to lowercase and strip any www. prefix or path before calling Similarweb.

2) Pull a recent month of Similarweb data for the domain using these operations: Visits (Total & Desktop) over the last three months so you can characterize size and direction of trend; Geography (Traffic by Country) to identify the top country and rough international mix; Demographics: Age and Gender Groups to summarize the dominant audience profile; and Marketing Channel Visits (Desktop) to identify the dominant acquisition channel (Search, Social, Direct, Display Ads, Email, or Referrals).

3) If Similarweb returns a Data Not Found error (HTTP 401) or otherwise has no usable data for the domain, treat it as unresolvable: write a one-line note to Research Notes explaining the gap, set a Status field to "No data", and skip the Slack ping.

4) Otherwise, write a 3 to 4 sentence plain-English account brief a rep can read in 15 seconds. Cover: size band (e.g. "mid-size, ~2M monthly visits"), recent trend (growing / flat / declining), top country, audience profile in one phrase (e.g. "skews male 25-34"), and the dominant acquisition channel. Keep it decision-useful, not a data dump. Do not pad with raw numbers when a one-line characterization is clearer.

5) Update the Airtable record using Update Record. Put the brief into the Research Notes long-text field, fill structured enrichment fields (Monthly Visits, MoM Trend, Top Country, Top Audience Cohort, Dominant Channel), and set Status to "Enriched".

6) Post a one-line ping in the configured Slack channel using Slack Send a Message. Include the company name, the dominant channel, and a link back to the Airtable record so the AE knows it is ready to work.

Configurable inputs: Airtable base ID, table name (default "Prospects"), the field name that holds the domain (default "Domain"), the long-text notes field (default "Research Notes"), the status field, and the Slack channel ID for the ping.

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