What does this automation do?
A new contact triggers a web search and a site summary, then an agent that knows your ideal customer profile scores the fit.
What can you do with it?
- Open the first reply already knowing who you are talking to
- Score fit against a profile the agent keeps, not a rubric in a doc
- Write the findings into custom fields so reporting works later
The Steps
This automation runs in 6 steps:
- When HubSpot — New Contact
- Then Media — Search Web
- Then Media — Summarize Website
- Then Taskade AI — Ask Agent ("Lead Researcher")
- Then Taskade — Add Task
- Then Taskade — Update Custom Fields
What makes this different from a Zapier-style flow?
The "Lead Researcher" step is not a one-off model call. It is a Taskade AI agent that knows your ideal customer profile and disqualifiers, remembers accounts it has already researched, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for sales and revenue teams working inbound leads. A new contact triggers a web search and a site summary, then an agent that knows your ideal customer profile scores the fit.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Contact" from HubSpot.
- Add the action "Search Web" from Media.
- Add the action "Summarize Website" from Media.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Lead Researcher".
- Add the action "Add Task" from Taskade.
- Add the action "Update Custom Fields" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.