Daily Funding Round Outbound: Gmail Drafts from Crustdata Signals

Build me an agent workflow that runs every weekday at 8am ET and turns fresh B2B funding rounds into personalized Gmail drafts. The trigger is a cron schedule, not a poll, because Crustdata is not wired up as a poll provider on this platform.

Step 1: Search for fresh ICP matches. Call Crustdata Search Companies (In-DB) with AND filters for my target industries, my headcount band, my target regions (HQ country), and a last_funding_round_date that falls in the last 7 days. Use the in-DB endpoint, not realtime — it is cheaper and sub-second. Order by last_funding_round_date descending and cap the result set at the configured daily limit (default 10). If a configured exclusion list of company domains is provided, filter those out before doing any enrichment so I never burn credits on accounts I am not allowed to contact.

Step 2: Enrich each match. For every surviving company, call Crustdata Enrich Company with fields=decision_makers,funding_and_investment,headcount so I get the round size, the lead investor, recent headcount growth, and the top buyers in one shot. Skip any company that comes back without a usable funding_and_investment block.

Step 3: Pick the right humans. From decision_makers, choose the top one or two profiles by seniority and role-fit for my product. Call Crustdata Enrich Person on their LinkedIn profile URLs (the human-readable /in/<slug> flagship form, never the URN form) with fields=business_email only. Do not request personal_emails or phone_numbers — those are access-gated and not what I want. If business_email comes back empty, skip that person and try the next decision maker.

Step 4: Draft the email. For each prospect with a business email, call Gmail Create a Draft addressed to that business email. Write a short, personalized message (under 120 words) that names the round size, names the lead investor, references one piece of recent growth (headcount, new hires, or expansion), and gives one specific reason the timing fits my product. Keep the subject line under 50 characters and avoid sounding templated.

Step 5: Post the summary. After all drafts are created, send exactly one Slack message via Send a Message to the configured channel. The message should say how many companies matched and how many drafts were created, then bullet the top three companies with company name, round size, lead investor, and the person the draft is addressed to. Keep the rep's job to open Gmail, scan the drafts, and hit Send.

Inputs the workflow should ask the user for: target industries (list), headcount band (min/max), target HQ countries (ISO 3-letter codes), minimum round size in USD (optional), daily company cap (default 10), Slack channel ID for the summary, and an optional exclusion list of company domains. The workflow should validate that the Crustdata, Gmail, and Slack integrations are connected before the first run.

Reliability notes: pace Crustdata calls sequentially to stay under the 15 RPM person-enrich limit, retry PE02 errors with backoff, treat PE01/PE03/PE04 as skip-and-continue, and never let one bad company abort the whole run. If the daily cap is hit, stop processing more matches and still post the Slack summary.

Additional information

What does this prompt do?

Sweeps the last seven days of funding announcements for companies that match your ideal customer profile.
Looks up the lead investor, round size, recent headcount growth, and the top one or two decision makers at each company.
Writes a short, personalized Gmail draft to each prospect that names the round, the lead investor, and one specific reason the timing fits.
Posts a single Slack summary with the top three companies so a rep can scan and hit Send in seconds.

What do I need to use this?

A Crustdata account with API access for company and people lookups.
A Gmail account connected to General Input so drafts land in your mailbox.
A Slack workspace and the channel where you want the morning summary posted.
Your ICP filters ready: target industries, headcount band, and regions.
An optional exclusion list of company domains you do not want to contact.

How can I customize it?

Change the schedule to match your team's morning kickoff, like 7am PT or 9am ET.
Tighten or widen your ICP by editing the industries, headcount band, regions, and round-size minimum.
Cap how many companies the agent processes per run so you never flood your drafts folder.
Tune the email opener and the reason-it-fits line to match your team's voice.
Swap the Slack channel, or add a second channel for sales leadership.

Frequently asked questions

Will this actually send the emails on its own?

No. The agent writes Gmail drafts in your mailbox and stops there. Your rep opens the draft, reads it, and clicks Send. Nothing leaves your account without a human in the loop.

How does it know who to contact at each company?

It pulls the decision makers Crustdata has on file for the company, picks the one or two best matches based on role, and looks up their work email. Personal emails and phone numbers are never used.

What if I do not want to contact a company we already have a relationship with?

You can give the agent a list of company domains to skip. Anything on that list is dropped before drafts are written, so you will not get duplicate outreach to existing customers or active deals.

How many drafts will it create each day?

You set the cap. Most teams start with five to ten companies a day so the rep has time to personalize each note before sending. The Slack summary tells you how many were created so you can dial it up or down.

Why funding rounds as the trigger?

Fresh capital is one of the strongest buying signals in B2B. Companies that just closed a round have a budget, are hiring, and are actively evaluating new tools. Reaching out in the first two weeks dramatically improves reply rates.