1.Monitors new article in category
Integrate Feedly and rss feeds to trigger incoming news items when new category articles are published.
Create executive-ready CRM notes from strategic news alerts
Automatically monitor new article arrivals in Feedly categories across CRM and business development stacks. Create and update when new category articles publish or AI classifies them as Yes or weekly digest windows openβso you can build digest entries, create executive CRM notes, and tag duplicates without manual follow-up.
How this automation accelerates executive CRM note creation
When executive-relevant news lands without a repeatable process, insights get logged late and BD follow-up slows. This automation processes Feedly articles and creates weekly digest records and company notes automaticallyβso your team can act on timely context.
Feedlyor swap with your favorite app
2.Creates executive summary
Integrate AI by Zapier and ai processing to classify and summarize the article into an executive-ready brief.
AI by Zapieror swap with your favorite app
3.Qualifies executive relevant items
Integrate Filter by Zapier and decision rules to continue only when the AI Decision equals Yes.
Filter by Zapieror swap with your favorite app
4.Creates weekly digest record
Integrate Zapier Tables and database search to find recent digest entries and create a new digest record.
Zapier Tablesor swap with your favorite app
5.Creates company note in CRM
Integrate Attio and CRM notes to create a company note with the executive summary and article link.
Attioor swap with your favorite app
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