Playbook

How To Automate Demand Generation With AI Agents.

A practical playbook for turning campaign response, website intent, event lists, CRM data, and enrichment into prioritized SDR follow-up and repeatable pipeline motion.

Step 1

Define the demand signal before building the agent.

The agent needs to know what counts as meaningful demand. A pricing-page visit is different from a blog view. A webinar attendee from a target account is different from a student email. Start by defining the signals that should trigger research, scoring, or routing.

  • Website visits and high-intent page activity.
  • Webinar attendees, event lists, and post-event follow-up.
  • Content downloads, campaign engagement, ad clicks, and email response.
  • CRM history, opportunity context, firmographics, and enrichment data.

Step 2

Build the score around fit, urgency, recency, and source.

Fit

Is this a good account?

Use ICP, industry, company size, technology stack, account tier, and CRM context.

Urgency

Why now?

Use intent, hiring, funding, executive changes, product activity, or repeat engagement.

Action

Where should it go?

Route to SDR, lifecycle marketing, field marketing, AE review, nurture, or monitor.

Step 3

Connect inputs to actions your team already trusts.

Signal
Agent action
System output
Event attendee
Research account, score fit, draft follow-up.
Slack alert, Salesforce update, Outreach sequence.
Pricing-page visit
Pull CRM history, explain why now, recommend owner.
SDR brief, CRM note, task, campaign suppression or nurture update.
Campaign engagement
Group related signals and create account-level context.
Ranked account list, HubSpot update, sales handoff summary.

The playbook outcome.

Done well, the agent does not just automate a task. It gives your GTM team a repeatable system for moving from signal to account context to routed action.

Metrics to watch

Measure speed and quality, not just volume.

  • Speed-to-lead or speed-to-account-action.
  • Percentage of high-intent accounts routed with complete context.
  • Hours reduced in research, assignment, list cleanup, and follow-up drafting.
  • Pipeline created or influenced from existing demand signals.

Next step

Build the first demand generation agent.

GammaFlow can help scope the workflow, connect the inputs, define controls, and deploy the first production-ready demand generation agent.