Pick the accounts to work today.

It is a Trig agent set up to pick the accounts in your territory to work each day. Agents can be fully customized to work based on your own unique territory signals, conditions, and situations. In this configuration, the agent runs every working morning, before you start your outreach. The agent checks each account against your ideal customer profile, finds signals from the last seven days, and ranks up to four accounts to work today, with who to reach and why now.

Agents can be configured to rank accounts by fit and dated signals. In this template, an account is worked today only when it matches your ideal customer profile, has a signal from the last seven days, isn’t with a sales development rep, and isn’t already an open deal. A lost deal whose re-engage date has passed counts as a signal and comes back with its loss reason. On a quiet day, today’s group can be empty.

In this template, the agent is configured to deliver a ranked list of the accounts in your territory that meet your targeting conditions. It opens with accounts in the territory, accounts with a recent signal, accounts to work today, and accounts with a sales development rep. Then it ranks up to four accounts to work today, each with its signal, the person to reach, and why now, followed by warm accounts, research accounts, and accounts your profile rules out.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, the agent drafts no message to a prospect and changes no CRM record or outreach sequence. It never estimates how likely an account is to buy. The list goes only to you, and your team decides who to contact and what to say.

The accounts assigned to you in the CRM, with contacts, activity, and open and lost deals, and your team’s ideal customer profile. Signals such as job changes and form fills, outreach sequences, and account briefs add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.

Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.

A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your territory.