Insider AI Play: Thread in executive stakeholders that were mentioned but never engaged

Trigger

Insider AI surfaces a stakeholder (usually an executive) who has been mentioned in past calls or notes but never included in emails, meetings, or CRM.

What You’ll See in Salesforce

• Stakeholder name/title
• Original quote from a call or note
• Calendar metadata (e.g., invited but didn’t attend)
• No prior logged engagement

What to Do

1. Review the surfaced stakeholder and quote.
2. Find or confirm contact info.
3. Send tailored “thread-in” message.
4. Add to Opp and log activity.

Message Template

Subject: Following up from your team’s conversation

Hi {{First Name}},

Your team mentioned you during a recent conversation about [initiative or pain point]. Thought I’d reach out directly and share what’s been discussed so far.

Happy to share more or set up a quick sync.

Best,

{{Your Name}}

Value Prop

Insider AI reveals unseen influence paths by tracking mentions across calls, notes, and calendar, all within Salesforce.

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