How to Set Up Your First Origami Agents AI Research Workflow

Yes, you can automate 90% of your sales research in under 30 minutes.

Most revenue teams spend 40% of their time on manual prospecting. Checking LinkedIn. Reading funding announcements. Scrolling through job boards. Origami Agents eliminates this busywork entirely.

This tutorial walks you through building your first AI research workflow that continuously monitors the internet for qualified prospects—so you can focus on closing deals, not finding them.

What You'll Build

By the end of this guide, you'll have an AI research agent that:

• Monitors funding announcements for Series A+ startups
• Tracks key hiring signals (VP Sales, Chief Revenue Officer)
• Enriches leads with verified contact data
• Delivers qualified prospects directly to your CRM

Time to complete: 20-30 minutes Prerequisites: Origami Agents account, CRM access

Step 1: Define Your Ideal Customer Profile (ICP)

Before building your workflow, define exactly who you're targeting. Origami Agents works best with specific criteria.

Example ICP Parameters:

• Company Size: 50-500 employees
• Funding Stage: Series A to Series C
• Industry: SaaS, Fintech, Healthcare Technology
• Geography: North America, Europe
• Tech Stack: Salesforce, HubSpot, or Pipedrive

Pro Tip:

Start narrow, then expand. It's easier to add criteria than remove irrelevant leads from your pipeline.

Step 2: Configure Signal Detection

Origami Agents monitors dozens of data sources. Choose the signals that best indicate buying intent for your product.

High-Intent Signals to Track:

Funding Events:

• Series A+ funding announcements
• Bridge rounds or extension funding
• IPO preparations

Hiring Signals:

• New VP of Sales appointments
• Chief Revenue Officer hires
• Sales Development Representative job postings

Product Signals:

• New product launches requiring go-to-market
• Market expansion announcements
• Partnership integrations

Technology Signals:

• CRM migrations or new implementations
• Sales tool evaluations mentioned on social media
• Marketing automation platform adoptions

Step 3: Set Up Real-Time Monitoring

Configure your agent to scan these sources continuously:

Primary Data Sources:

• News APIs: TechCrunch, VentureBeat, industry publications
• Social Listening: LinkedIn company pages, Twitter announcements
• Job Boards: LinkedIn, AngelList, company career pages
• Press Releases: Company websites, PR distribution networks
• SEC Filings: For public companies and IPO preparations

Monitoring Frequency:

• News & Press: Every 2 hours
• Social Media: Every 30 minutes
• Job Postings: Daily
• Funding Data: Real-time via webhook

Step 4: Build Your Qualification Logic

Not every signal equals a qualified lead. Create rules that filter for genuine opportunities.

Qualification Criteria Example:

IF company_size >= 50 employees
AND funding_amount >= $5M
AND funding_date <= 90 days
AND (
  new_hire_title contains "Sales" OR "Revenue" OR "Growth"
  OR job_posting contains "SDR" OR "Account Executive"
)
THEN qualify_lead = TRUE

Negative Filters:

• Exclude companies you've contacted in the last 6 months
• Filter out industries outside your expertise
• Remove companies with existing competitive solutions

Step 5: Connect Your CRM Integration

Origami Agents integrates with all major CRMs. Here's how to set up automated lead delivery:

Salesforce Integration:

1. Install the Origami Agents Salesforce package
2. Map fields: Company Name → Account, Contact → Lead
3. Set lead assignment rules based on territory or rep capacity
4. Configure notification preferences

HubSpot Integration:

1. Connect via OAuth in your Origami dashboard
2. Create custom properties for signal data
3. Set up workflow triggers for lead nurturing
4. Enable Slack notifications for high-priority leads

Custom CRM Setup:

Use our API webhook to push leads to any system:

{
  "company_name": "TechCorp Inc",
  "signal_type": "funding",
  "signal_value": "$15M Series B",
  "contact_email": "jane.doe@techcorp.com",
  "priority_score": 87
}

Step 6: Launch and Monitor Performance

Initial Setup Checklist:

• ICP criteria configured
• Signal detection active
• Qualification rules tested
• CRM integration verified
• Team notifications enabled

Performance Metrics to Track:

• Signal Volume: How many events detected daily
• Qualification Rate: Percentage of signals that become leads
• Contact Accuracy: Email deliverability rate
• Pipeline Impact: Revenue attributed to AI-sourced leads

Advanced Optimization Tips

1. Layer Multiple Signals

Combine funding + hiring signals for higher intent scores. Companies that raise money AND hire sales leaders are 3x more likely to buy.

2. Timing Optimization

Best outreach timing by signal type:

• Funding: 30-60 days post-announcement
• New Hires: 2-4 weeks after start date
• Product Launches: Within 2 weeks

3. Personalization Data

Origami Agents captures context for each lead:

• Specific funding details for personalized messages
• Hiring manager names for targeted outreach
• Recent company news for conversation starters

4. A/B Testing

Test different qualification thresholds:

• Strict criteria = fewer, higher-quality leads
• Broad criteria = more volume, requires manual filtering

Frequently Asked Questions

How accurate is the contact data? Origami Agents provides 95%+ email accuracy with real-time verification. Invalid contacts are automatically flagged.

Can I customize the qualification logic? Yes. Use our visual workflow builder or write custom JavaScript functions for complex logic.

What's the typical lead volume? Most customers see 50-200 qualified leads per month, depending on ICP specificity and market size.

How does this compare to manual research? Our customers report saving 15-20 hours per week while increasing lead quality by 40%.

Does it work for enterprise accounts? Absolutely. Enterprise workflows can monitor account-specific signals like executive changes, M&A activity, and strategic initiatives.

Next Steps

Ready to build your first AI research workflow? Start with these resources:

1. Sign up for Origami Agents - Free 14-day trial
2. Watch our 10-minute demo - See the platform in action
3. Join our Slack community - Get help from other users
4. Book a strategy call - Custom workflow design

Transform your sales research from manual busywork to automated intelligence. Your future qualified leads are already out there—let Origami Agents find them for you.

Further Reading

• AI Research Agents: Revolutionizing B2B Sales Prospecting
• Why Signal-Based Prospecting Beats Lead Lists
• Complete Guide to AI-Powered Lead Qualification
• How to Set Up AI Signal Detection CRM Integration Guide 2025