Weekly customer expansion signals from job postings

By General Input

Every Monday morning, scan your existing customers' new job postings for expansion signals, log a brief on each account, and post a digest in Slack.

Integrations

  • HubSpot
  • TheirStack
  • Slack Bot

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that watches my existing customers for expansion signals from their hiring activity, and runs every Monday at 9am in my local time zone.

Step 1. Use HubSpot Search Companies to pull my current customer accounts. Filter on lifecycle stage equal to customer. For each company return the company id, name, primary domain, and the owner (owner id plus owner email so I can resolve the right Slack user later).

Step 2. For each customer that has a domain, call TheirStack Search Jobs with a 7 day lookback (posted_at_max_age_days = 7), scoping by the company's domain. Pull each posting's title, location, team or department, and the snippet of the description that explains the role.

Step 3. For each customer, read the postings and decide whether they indicate expansion the AE should act on. Treat these as the meaningful signals: a brand new team or function that did not exist before, a new geography or office, a leadership hire (VP, Head of, Director and above), or a technology mentioned in the posting that maps to one of our upsell SKUs. Be conservative. If there is no clear signal, mark the customer as no-signal and skip it.

Step 4. For each customer with a meaningful signal, write a short one-paragraph brief (3 to 5 sentences). The brief should say what they posted, why it suggests expansion, and the suggested upsell motion for the AE. Then use HubSpot Create Note to attach the brief to the company, associated with the company id from step 1.

Step 5. After all customers have been processed, post one consolidated digest using Slack Bot Send a Message to the channel I configure. Group the opportunities by account, and for each one include the company name, a one-line summary of the signal, the suggested motion, and an @-mention of the account owner (look up the Slack user by the HubSpot owner email). If zero customers had a meaningful signal that week, post a single short message saying so rather than a long empty digest.

Rules. Stay silent on customers with no signal — they should not appear in the digest or get a note. Do not write a note unless the signal is real enough to surface in Slack. Deduplicate: if the same role appears at the same company more than once in the lookback window, mention it once. Keep the Slack digest scannable, not a wall of text.

Configurable inputs I should be prompted for: the Slack channel for the digest, the local time zone for the Monday 9am run, the list of upsell SKUs and the keywords or technologies that map to each one, and any HubSpot filter I want to add on top of lifecycle stage = customer (for example scoping to a specific owner, region, or plan tier).

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