Sales Intel
Daily outreach intelligence for credit-union and community-bank sales reps.
Client
Fintech · confidential
Year
2025
Type
AI Platform
Live
Private
Overview
Sales Intel is the morning briefing for the client's reps. It watches a target list of credit unions and community banks for buying signals (leadership changes, M&A, regulatory actions, new product launches), matches them against the HubSpot CRM, and drafts personalized outreach that's already specific to the institution.
Stack
Node.jsExpressSQLiteAnthropic ClaudeHubSpot APICron
What it does
The shortlist.
- 01Cron-driven daily news sweep across credit unions and community banks
- 02Buying-signal detection (M&A, leadership change, regulatory, product)
- 03HubSpot contact matching so reps know who to email
- 04Personalized outreach drafts, ready to send
- 05Settings UI for API keys, no env file required
Inside the system
Capabilities, in plain language.
01
Signal detection
Pulls news daily, classifies events into buying-signal categories, and ranks accounts by signal strength.
02
CRM matching
Resolves news mentions to known HubSpot contacts so reps see exactly who to reach out to.
03
Draft outreach
Claude generates a short, specific outreach draft tied to the signal. Reps edit and send.