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Morning Salesforce new-leads brief

Every weekday at 8am, a ranked brief of the Salesforce Leads created in the last 24 hours, each enriched with a quick web look-up and a one-line reason to act.

Weekdays at 8:00 AMSales Emailed to you
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Works with
The instructions
Every weekday at 8am, give me a ranked brief of the new Salesforce Leads that came in overnight so I know who to contact first.

1. Read new Leads from Salesforce with a read-only SOQL query against the Lead object, filtered to the last 24 hours on CreatedDate (e.g. CreatedDate = LAST_N_DAYS:1 or >= YESTERDAY). For each Lead, pull the standard fields that are populated: name, title, company, lead source, status, and created time. Only read — never create, update, or delete anything in Salesforce. You only see Leads my connected user is permitted to see, and that's fine.
2. For each new Lead's company, do one quick web look-up using your own web search to add context: what the company does, rough size or stage, and any timely signal (recent funding, a launch, hiring, news). Keep it to a sentence or two per company. This enrichment is yours — Salesforce only supplies the Lead rows.
3. Rank the Leads into three buckets — Contact-first, Worth-a-look, and Skip — using the fit and timeliness you gathered. For each Contact-first and Worth-a-look lead, write a one-line "why now" (e.g. "Series B last month, hiring SDRs — good timing").

Deliver the brief by email. Lead with one line on how many new Leads came in and the standout. Then list Contact-first (name, title, company, source, the "why now"), then Worth-a-look, then a short Skip list with one-word reasons. Keep field lists to what's actually populated — don't guess at blanks. If Salesforce returns no new Leads in the window, say "No new Leads overnight" plainly instead of padding. If a company web look-up turns up nothing, say so for that lead rather than inventing details.
What a run emails you
New Salesforce Leads — 30 Jun 2026

6 new Leads overnight. Top pick: Priya Nair, VP Eng at Lumen Robotics (just raised a Series B).

Contact-first
• Priya Nair — VP Engineering, Lumen Robotics (source: Webinar)
  Why now: closed a $40M Series B last month and hiring across eng — timing's good.
• Marcus Bell — Head of RevOps, Northwind Logistics (source: Demo Request)
  Why now: requested a demo directly; mid-size 3PL actively replacing a legacy CRM.

Worth-a-look
• Dana Cho — Ops Manager, Brightleaf Foods (source: Content)
  Why now: regional CPG, growing, but no urgent trigger yet.

Skip
• Two free-mail signups, no company — likely students.
• One competitor address.

All read-only from Salesforce; company context came from a quick web look-up.

How it works

  • Attach your Salesforce connection — the routine runs a read-only SOQL query over the Lead object to pull the leads created in the last 24 hours (name, title, company, source, status), and never creates, edits, or deletes anything. It only sees Leads your connected user is permitted to see.
  • The smart part is off-platform: for each new lead's company it does a quick web look-up (the routine's own web search, not Salesforce) for what they do, rough size/stage, and any timely signal — then ranks everything into Contact-first / Worth-a-look / Skip with a one-line "why now."
  • Keep "Email me the result" on to get the ranked brief in your inbox before the day starts, standouts first.

Make it yours

  • Tune the ranking rules — weight by lead source, title seniority, or company size, or fold in your own ICP definition so "Contact-first" matches how you actually qualify.
  • Adjust the window or cadence — widen to 48 hours for Monday catch-up, or narrow the fields to just the ones your org populates.
  • Change what the web look-up emphasizes — funding and hiring for outbound, or product and customers for a more consultative first touch.

Your connections stay yours: tokens are encrypted at rest, OAuth is refreshed automatically, and the agent only uses the read access you grant.

Run “Morning Salesforce new-leads brief” on autopilot

Copy it to your account, tweak the details, and it runs weekdays at 8:00 am.

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