Weekly account intel briefings on your HubSpot companies
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.
Talkwalker
HubSpotSalesMarketingResearch & MonitoringAI ReportsLead EnrichmentBuild 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.
What does this prompt do?
- Runs every Friday at 7am and works through your list of target accounts one by one.
- Pulls the past seven days of mentions, sentiment trend, and notable stories about each company from Talkwalker.
- Writes a tight one-paragraph briefing covering leadership moves, launches, PR moments, and sentiment swings.
- Attaches the briefing as a timestamped note on the matching HubSpot company so the AE or CSM sees it the next time they open the record.
- Skips accounts with nothing material to report so reps only see signal, not noise.
What do I need to use this?
- A Talkwalker account with access to global search and analytics.
- A HubSpot account where your target companies already exist as company records.
- A list of accounts to monitor, either typed in as company names and domains or pulled from a saved HubSpot company list.
How can I customize it?
- Change the schedule to a different day, time, or cadence (daily, biweekly, monthly).
- Swap the account list, or point it at a different HubSpot saved list of strategic accounts.
- Tune what counts as material: tighten or loosen the bar for sentiment swings, leadership news, or product launches before a briefing gets written.
FAQs
Where do the briefings show up?
Can I use a saved HubSpot list instead of typing accounts in?
What happens if there is nothing newsworthy that week?
How long is each briefing?
Will this work for non English language coverage?
Related templates
Pick a client and a date range to see sent, replies, meetings booked and the real deal value your cold email produced, campaign by campaign.
Work every partner tier decision from one board, with the revenue and commission numbers, clear promotion thresholds, and AI review briefs.
Open one board at month end to find every closed deal missing a commission, every commission with no deal behind it, and every amount that does not add up.
Open one board each morning to see which of your accounts are hiring, what they are building, and where your product fits the roles they just opened.
Open a live deal, see the market pay range for that role and city, set your markup, and write the agreed numbers straight back onto the deal.
Work every unanswered Instagram comment, Reel reply and Direct message from one queue, with claimed rows so two people never answer the same person.
Give your reps a weekly read on every account, without doing the reading.
Connect Talkwalker and HubSpot once, and Geni delivers a fresh briefing on every target account every Friday morning.