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Playbook

Research Account Signals

Research & analysis

This playbook finds companies in a specified HubSpot list (e.g., "Target Firms"), researches recent news for each company within a given number of past days, summarizes the key findings into a concise paragraph, and logs this summary as a note in the corresponding company's record in HubSpot. Use this to stay updated on key developments for target accounts, competitors, or portfolio companies directly within your CRM.

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What is a playbook?

Playbooks are customized, shareable sets of instructions that automate tasks you need Lutra to perform for you. You create Playbooks by describing your task and Lutra transforms your input into scalable and reliable code, generating AI-powered workflows tailored to your business needs. Playbooks seamlessly integrate with your existing systems and can be shared across your team, ensuring consistent, secure, and efficient automation every time.

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