ChatAE Guide: Custom Triggers
What it is
A field‑ready playbook of "Look‑up …" queries you can drop straight into Custom Triggers as part of theBulk Research flow in ChatAE. Each section focuses on a different insight type—tech‑stack shifts, job‑posting intent, exec quotes, financial filings, and more—so your team never misses a deal‑changing event.
Why it matters
| Pain | How the Guide Helps |
|---|---|
| Hunting through endless news feeds | Pre‑built Boolean templates zero‑in on high‑value triggers. |
| Generic signal tools ≠ strategic sales | Queries are tuned for deep, enterprise‑grade context—risk factors, AI roadmaps, CapEx shifts, etc. |
| "Prompt fatigue" | Copy–paste templates → swap {company} or {website} → save. Done. |
What you'll find inside
- 12 trigger categories covering everything from Tech‑Stack Signals to Brand Sentiment Swings.
- 50+ plug‑and‑play queries organised under clear sub‑types (e.g., "Adopted/Migrated Tech," "Vision Statements," "AI / GPU CapEx").
- Tips on Boolean operators, recency filters, and stacking triggers for noise‑free account research.
Who should use it
- AEs & BDRs who need strategic, account‑specific intel—not spray‑and‑pray signals.
- RevOps & Sales‑Enablement teams building playbooks for consistent, High Probability Prospecting.
- Founders and GTM leaders who want to catch head‑turning market moves before competitors do.
Use the "Look up …" templates below to create high‑signal Custom Triggers as part of the Bulk Research flow in ChatAE. Replace {company} or {website} with the target account name or domain.
Tech‑Stack Signals
Trigger types
Adopted / Migrated Tech
- Look up any mention that {company} migrated to TECH (e.g. Snowflake, AWS, etc.)
- Look up any reports of {company} moving from TECH to TECH (e.g. Oracle to PostgreSQL, etc.)
- Look up what CRM {company} uses
- Look up interviews where {company} describes its Lakehouse architecture
- Look up case studies showing {company} moving workloads to AWS
Stack Mention in Job Posts
- Look up engineering roles at {company} requiring TECH (e.g. Kubernetes, Python, etc.)
- Look up job postings at {company} that mention TECH (e.g. Databricks, Snowflake, Salesforce, etc.)
Deprecations / Sunsets
- Look up if {company} is sunsetting on‑prem data centers
- Look up references to {company} deprecating TECH (e.g. Hadoop clusters, etc.)
Job‑Posting Intent
Trigger types
Hiring for a Function
- Look up job postings at {company} hiring ROLE (e.g. Security Engineers, Account Executives, etc.)
- Look up job postings for leadership roles at {company}
Posts Mentioning Key Projects
- Look up job postings at {company} focused on PROJECT (e.g. digital transformation, etc.)
- Look up job postings at {company} focused on PROJECT (e.g. cloud migration initiatives, etc.)
Posts Naming Target Tech
- Look up job postings at {company} mentioning TECH (e.g. Generative AI, ERP, HCM, etc.)
- Look up job postings at {company} that require TECH (e.g. Terraform, Python, etc.
Hiring Trends
- Look up recent hiring trends for {company}
- Look up headcount growth for {company} for this year
Executive Quotes & Thought Leadership
Trigger types
Vision Statements
- Look up CEO quotes from {company} on their AI roadmap
- Look up statements where {company} CTO outlines their multi‑cloud strategy
- Look up quotes from the executive team at {company} about X (e.g. AI, ecommerce strategy, tariffs, etc.)
Strategic Priorities
- Look up CFO commentary on cost optimization at {company}
- Look up statements from leaders at {company} on X PRIORITY (e.g. 2025 growth priorities, AI initiatives, location expansion, etc.)
Pain Acknowledgments
- Look up interviews where {company} execs cite X (e.g., security debt, macro headwinds, etc.)
- Look up podcasts where {company} leaders discuss X (e.g. churn issues, increasing costs, macroeconomic pressure, etc.)
Financial Filings & Earnings
Trigger types
10‑K Risk / Priority
- Look up and summarize their most recent 10-K
- Look up risk factors in {company}'s 10‑K about cybersecurity
- Look up any developments from {company}'s most recent Form 8-K filing
Earnings Call Commentary
- Look up CapEx guidance toward X (e.g. AI GPUs, data centers, manufacturing investments, etc.) in {company} most recent earnings call
- Look up gross‑margin commentary by {company} CFO
- Look up any macro commentary about X (e.g. macro pressure, tariffs, trade, etc.) on {company}'s most recent earnings call
CapEx / Spend Signals
- Look up references to cloud spend increases for {company}
- Look up planned data‑center expansions in {company} investor slides, earnings calls, or other financial reports
Company Strategy on Key Initiatives
Trigger types
AI / Data Strategy
- Look up anything on {company}'s AI strategy for 2025
- Look up {company} press releases about X (e.g. data‑platform modernization, cloud migration, ecommerce initiatives, etc.)
Pricing‑Model Shifts
- Look up any recent changes to {company} pricing model
- Look up {company} statements about moving to a usage‑based pricing model
Platform Migrations
- Look up {company} statements about monolith‑to‑microservices migrations
- Look up {company} roadmaps to adopt event‑driven architecture
Risk, Legal & Compliance
Trigger types
Regulation Changes
- Look up state labor law changes in states where {company} operates
- Look up state labor law changes impacting {company}
- Look up state regulatory changes in states where {company} operates
- Look up state regulatory changes impacting {company}
- Look up federal regulatory changes impacting {company}
- Look up new EU AI Act requirements for {company}
- Look up any recent EU regulation impacting {company}
- Look up any new privacy regulations impacting {company}'s industry
Data‑Breach Disclosures
- Look up SEC 8‑K filings by {company} citing cyber incidents
- Look up any recent data breach or data leak incidents involving {company}
- Look up GDPR breach notices involving {company}
Compliance Investments & Regulatory Updates
- Look up if {company} achieved SOC 2 Type II certification
- Look up any recent regulatory updates made by {company}
Industry News / Incident Monitoring
Trigger types
Outages / Downtime
- Look up recent service outages affecting {company}
- Look up the status page for {company} list any incidents for the last 30 days
Data Leaks / Security
- Look up data‑leak headlines involving {company}
- Look up ransomware attacks reported at {company}
Partnerships & M&A
- Look up rumors of {company} acquiring AI startups
- Look up any M&A rumors for {company}
- Look up any M&A rumors for {company}'s industry
- Look up any recent strategic partnerships announced by {company}
- Look up any X (e.g. AI, cloud, etc.) partnerships for {company}
Launches, Growth & Expansion
Trigger types
New Products & Markets
- Look up new product launches by {company}
- Look up {company} releasing an AI Copilot feature
- Look up any new AI products or features released by {company}
- Look up expansion of {company} into the X (e.g. healthcare, manufacturing, etc.) vertical
- Look up if {company} recently launched a self‑serve freemium tier
Geographic Expansion
- Look up any recent geographical expansion for {company}
- Look up {company} opening a second HQ
- Look up {company} expansion into the X (e.g. EMEA, APAC) market
Customer Wins
- Look up any recent news of {company} landing new Fortune 500 customers
- Look up case studies of {company} closing 7‑figure deals
Company Investments & Spend
Trigger types
Cloud & IT Spend
- Look up the cloud spend in dollars by {company}
- Look up and break down reported IT spend by {company}
AI / GPU CapEx
- Look up any {company} investments in AI GPUs
- Look up any {company} investments in leasing data‑center capacity for LLM training
Marketing & Ad Budget
- Look up {company} projected advertising spend
- Look up {company} social media spending plans
Website Scraping
Trigger types
Free‑Trial / PLG
- Look up whether {website} offers a "Start free" CTA
- Look up if {website} allows self‑serve signup
- Look up if {website} lists per-seat pricing for enterprise
B2B vs B2C Positioning
- Look up if {website} messaging targets enterprise buyers
- Look up {website} references to "consumer" or "e‑commerce shoppers"
Compliance Badges
- Look up SOC 2 or HIPAA compliance claims on {website}
- Look up GDPR trust badges displayed on {website}
Partnerships
- Look up if {website} shows a partner marketplace
- Look up what partners {website} highlights
LinkedIn Intelligence
Trigger types
Exec Social Posts
- Look up any recent LinkedIn posts from {company} leadership about X (e.g. AI, ecommerce, etc.)
- Look up and summarize the most recent LinkedIn posts from {company} leadership
- Look up CEO posts at {company} discussing sustainability
Finding Contacts on LinkedIn
- Look up the X leadership team at {company} and list their LinkedIn profiles
Brand & Sentiment Monitoring
Trigger types
Social Sentiment & Brand Perception
- Look up and categorize {company}'s brand sentiment or public perception
- Look up and run a social media analysis to determine {company}'s brand sentiment among the public
Review‑Site Trends
- Look up G2 reviews of {company} rated < 4 stars
- Look up negative Trustpilot reviews mentioning poor support for {company}
Viral Brand Moments
- Look up recent trends on TikTok related to {company}
Ready to Put These Triggers to Work?
Whether you're mapping out a new territory, deep-diving into strategic accounts, or simply hunting for tomorrow's biggest opportunities, these Custom Triggers will free you from manual research and help you surface exactly the intel that matter—at scale.
Next steps:
- Copy any "Look up…" template above.
- Swap in your own
{company}or{website}. - Run Bulk Research with your Custom Triggers.
Need inspiration—or have a new trigger idea?
Drop us a note at support@chatae.ai. We're constantly adding data sources and new use cases.
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