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Workflow Guides

Common Workflow Patterns

These are 5 proven workflow patterns that Trigify users rely on every day. Use them as starting points and customize to fit your needs.

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1. Enrich and Filter

The classic lead gen workflow.

Flow:

New Post Trigger (business network) > Person Enrichment > If Condition (country = "US" AND companyHeadCount > 50) > Email Enrichment > If Condition (deliverable = true) > Add to CRM or email campaign

What it does: Every time someone posts about a topic you are monitoring, Trigify enriches their profile, filters by your ideal customer profile, finds their email, and pushes qualified leads straight to your sales tools.

  • Stack multiple If Conditions for tighter ICP filtering

  • Always check email deliverability before adding to campaigns

  • This pattern works best with business network saved searches

2. Sentiment Routing

Route mentions to the right team automatically.

Flow:

New Post Trigger > Sentiment Agent (text format) > If Condition (result = "positive") > True: Sales team Slack channel / False: If (result = "negative") > Support team Slack channel

What it does: Automatically sorts brand mentions or industry conversations by sentiment. Positive mentions go to sales as warm leads. Negative mentions go to support or PR for damage control.

  • Use text format for simple positive/negative/neutral routing

  • Use number format (1 = positive, 0 = neutral, -1 = negative) or boolean format for simpler routing

  • Combine with Person Enrichment to add context about who is saying what

3. Viral Engagement Capture

Turn viral post engagement into a lead list.

Flow:

New Post Trigger (business network) > If Condition (likes > 500) > Get Post Likes > Loop > Person Enrichment > If Condition (jobTitle contains "VP" or "Director") > Save to Agent Memory or CRM

What it does: When a relevant post goes viral, Trigify grabs everyone who engaged with it, enriches their profiles, and filters for decision-makers. You end up with a list of people who are actively interested in your topic.

  • Set the likes threshold based on your niche (500 is a good starting point for a business network)

  • Cap maxLikes to control credit spend

  • Works great for competitor posts, industry thought leader content, or your own viral posts

4. Weekly Reports

Automated trend summaries delivered on schedule.

Flow:

Scheduled Trigger (Weekly) > Fetch Search Results (dateRange: week, limit: 100) > General Agent (prompt: "Summarize the top 5 trends and notable posts from this data") > Slack message or email

What it does: Every week, Trigify pulls all the posts from your saved searches, has AI summarize the key trends, and sends the report to your team.

  • Be specific in your AI prompt about what you want in the summary

  • Include the source data format in the prompt so the agent knows what to expect

  • Great for competitor monitoring, industry trends, or brand health reports

5. Inbound Lead Routing

Process leads from external sources via webhook.

Flow:

Webhook Trigger > Person Enrichment (using business network URL from payload) > If Condition (jobTitle contains "CEO" or "Founder") > True: Slack alert to sales team with full profile / False: Add to nurture sequence in CRM

What it does: When an external system (your website, another tool, Zapier) sends a lead to Trigify, the workflow enriches and routes them based on seniority. High-value leads get immediate attention. Everyone else goes to nurture.

  • Your external system needs to send a business network URL in the webhook payload for enrichment to work

  • Use Configure Signal after routing to trigger follow-up workflows

  • Add a Delay node before the Slack alert if you want to batch notifications

Pattern Comparison

Pattern

Trigger

Key Nodes

Best For

Enrich and Filter

New Post

Person + Email Enrichment, If

Outbound lead gen

Sentiment Routing

New Post

Sentiment Agent, If, Slack

Brand monitoring

Viral Engagement

New Post

Get Post Likes, Loop, If

Event-based prospecting

Weekly Reports

Scheduled

Fetch Results, General Agent

Trend analysis

Inbound Routing

Webhook

Person Enrichment, If, Slack

External lead processing

Pro tip: Start with the Enrich and Filter pattern. It is the most common and delivers value fastest. Layer in sentiment routing and engagement capture as you get comfortable.

Still need help? Ask the team