Weekly account intel briefings on your HubSpot companies

By General Input

Every Friday morning, Geni scans the past week of news and social signal for your target accounts and drops a one-paragraph briefing on each HubSpot company record.

Integrations

  • Talkwalker
  • HubSpot

Type

Agentic Task

Categories

  • Sales
  • Marketing

Build me an agent workflow that delivers a weekly account intel briefing for my target accounts in HubSpot, enriched with social and news signal from Talkwalker.

Trigger: cron, every Friday at 7:00am in my local timezone.

Inputs (configurable): a list of target accounts as company names and/or domains. Also support an optional HubSpot company list id; when provided, fetch the companies in that list using HubSpot's Search Companies / List Companies operation and use those as the target set instead of (or in addition to) the typed list.

For each target account the agent should:

1) Call Talkwalker's Search Global Index operation with a query built from the company name (and domain when available) to retrieve the last 7 days of mentions, top stories, and notable posts about that company.

2) Call Talkwalker's Get Histogram (Global) operation over the same query and 7-day window to retrieve volume and sentiment aggregates so the agent can detect sentiment swings, volume spikes, and emerging themes.

3) Synthesize a single, tight one-paragraph briefing titled 'What changed this week at <Company>'. The paragraph should call out, only when actually present in the data: leadership news (hires, departures, promotions), product launches or major announcements, PR wins or hits, notable executive quotes, and meaningful sentiment swings versus the prior week. Keep it skimmable: 4 to 7 sentences, plain language, no bullet lists. Cite 1 to 3 source links inline at the end of the paragraph.

4) Decide whether to publish: if there is nothing material (no leadership news, no launches, no notable coverage, no meaningful sentiment shift), SKIP this account entirely and do not create a note. Only publish briefings that an AE or CSM would actually want to read before their next call.

5) Find the matching HubSpot company record by domain first, then by name as a fallback. If no match exists, skip the account and log it. If a match exists, call HubSpot's Create Note operation to attach the briefing as a timestamped note associated with that company record. The note body should start with a header like 'Weekly account brief — <ISO date>' and then the synthesized paragraph.

At the end of the run, return a summary listing how many accounts were processed, how many briefings were written, and which accounts were skipped (and why: 'no material signal' vs 'no HubSpot match').

Anchor integration: Talkwalker. Companion integration: HubSpot.

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