Buying Signal Workflow

Four stages, one terminal HITL. Sage = deterministic. Yellow = agentic. Coral = human. Cream = system action triggered by human decision.

Workflow diagram

flowchart TD
    Start([Signals poll]):::system
    Start --> S1
    S1["1. Monitor"]:::deterministic
    S1 --> S2["2. Enrich"]:::deterministic
    S2 --> S3["3. Score"]:::deterministic
    S3 --> S4["4. Route + Draft"]:::deterministic
    S4 --> P["Personalisation Agent"]:::agentic
    P --> G{"Strong-hook gate"}:::agentic
    G -->|Strong| A["Draft Assembly Agent"]:::agentic
    G -->|Lite| R["Manual review"]:::system
    A --> Slack["Slack DM to SDR"]:::system
    Slack --> H{"SDR HITL"}:::human
    H -->|Send| Send["Smartlead fires"]:::system
    H -->|Edit| Edit["Edit then send"]:::system
    H -->|Skip| Skip["Decay + log"]:::system
    Skip -.->|feedback| S3
    classDef deterministic fill:#bdccbe,stroke:#7a9082,stroke-width:2px,color:#0e1719
    classDef agentic fill:#FFF3CC,stroke:#FACC15,stroke-width:2px,color:#0e1719
    classDef human fill:#FCDAD0,stroke:#EE7E5D,stroke-width:3px,color:#0e1719
    classDef system fill:#fbf5ec,stroke:#e0dcd0,stroke-width:1.5px,color:#27373F

Deterministic logic

Agentic (AI)

Human in the loop

System action

Dashed arrow = feedback

Stage Detail

Stage	What It Does	Tools
1. Monitor	Poll signal sources on per-type schedules. Write detected events to the Signals table.	Crunchbase API, LinkedIn (Apify), Greenhouse, Lever, Firecrawl, Clearbit, PDL (all orchestrated in Clay)
2. Enrich	Lookup Company + Contacts. Cold-start enrichment if new. Pull signal-specific context (funding amount + investors, exec prior role, job description text).	Clay (Apollo, Ocean.io, Clearbit, ZoomInfo, PDL, Crunchbase, Claygent, Firecrawl)
3. Score	signal_score = base_weight × recency_decay × ICP_fit. Combined with company.icp_total to assign P1, P2, or P3.	Clayscript formulas
4. Route + Draft	Personalisation Agent generates 3 hooks. Strong-hook gate filters weak personalisation. Draft Assembly Agent merges template + hook + Mento voice. Slack DM with pre-populated draft.	Claude API via Clay Use AI columns, Clay Slack integration, Smartlead
HITL terminal	SDR clicks Send, Edit, or Skip. Workflow does NOT auto-send.	Slack interactive message + Smartlead API trigger on SDR action