AgentsSALES SETUP: MODERATE
Account Tiering
Runs on weekly schedule.
For sales teams · Runs on Frontier, No-code · Runs on its own weekly
Connects to
SalesforceNotion
Where to run it
- No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
- In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
- Local: run the reasoning step on a local model. See the model picker for hardware guidance.
Agent instructions (copy into your agent)
Run on weekly schedule. Walk me through connecting Salesforce and Notion, then configure it: score every account on fit times warmth, write the tiers into a Notion database, and enrich contacts for the top tier in batches so the list is workable, not just ranked. Ask me what fit and warmth mean for our product, let me sanity-check tier one before the first full run, then save it.
Always review an agent's permissions before connecting your accounts. Credits & licenses.
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