Salesmotion as a data platform
Salesmotion isn't just a web application — it's a comprehensive account intelligence data platform. All the data that powers the Salesmotion interface (signals, scores, summaries, SWOT analyses, value pyramids, contact insights, and more) is available for Enterprise customers to consume programmatically via the Salesmotion API.
This means your team can build AI agents using tools like Microsoft Copilot Studio, Google Gemini, OpenAI GPTs, Anthropic Claude, or any LLM platform — and feed them Salesmotion's rich account data to create intelligent, context-aware sales workflows.
Two types of data available
Salesmotion provides both layers of intelligence for your agents:
- Derived AI data — The intelligence Salesmotion has already synthesised: account summaries ("What You Need to Know"), SWOT analyses, value pyramids, Salesmotion Scores, talking points, and discovery questions. This is the analysed, structured output ready to use.
- Full source data — The raw, unabridged source material: complete earnings transcripts, full job ads, entire news articles, SEC filings, podcast transcripts, and more. Your agents can access the original documents, not just summaries.
Having both layers means your agents can reference the AI-generated insights for speed and convenience, then drill into the source data when deeper analysis is needed — exactly as a human analyst would.
Plan requirement: Building on Salesmotion data requires API access, which is included with the Enterprise plan. Contact your account manager to learn more.
Why build on Salesmotion data?
Salesmotion continuously monitors 1,000+ public data sources and generates structured, enriched intelligence for every tracked account. Building your own agents on top of this data gives you several advantages:
- No need to build data pipelines from scratch. Salesmotion has already solved the hard problem of aggregating, deduplicating, and enriching public company data. Your agents start with clean, structured intelligence.
- Always up to date. Signals are detected in real time, so your agents always work with current information — not stale CRM data or quarterly reports.
- AI-ready structure. Salesmotion's data is already structured for AI consumption: summaries, SWOT quadrants, value pyramid layers, personality assessments, and scored signals. This structure makes it straightforward to feed into LLM prompts or retrieval-augmented generation (RAG) pipelines.
- Combine with your proprietary data. Layer Salesmotion intelligence on top of your internal CRM data, usage analytics, support tickets, or contract history to create agents with a complete picture of each account.
What data is available
All core Salesmotion data types are accessible for your internal projects:
| Data Type | What It Includes | Example Agent Use |
|---|---|---|
| Signals | News, earnings, hiring, podcasts, M&A, funding, documents, clinical trials — with full content, source, date, keywords | Feed into an agent that monitors for trigger events |
| Salesmotion Score | 0–100 score with signal breakdown | Prioritise which accounts an agent should focus on |
| AI Summaries | "What You Need to Know" briefings with Key Insights, Opportunities, Challenges, Talking Points | Pre-populate meeting prep documents |
| SWOT Analysis | Strengths, Weaknesses, Opportunities, Threats with cited sources | Power an account planning agent |
| Value Pyramid | Company Goals, Business Strategy, Challenges, Value Paths | Generate tailored proposals or pitch decks |
| Contacts | Names, titles, email, personality assessments, talking points | Personalise agent-generated outreach |
| Technology stack | Technologies used by the account with signal references | Identify competitive displacement opportunities |
| Discovery Questions | Persona-specific questions by category | Build a meeting prep agent that generates agendas |
| Search results | Keyword search across all signals and accounts | Build a monitoring agent for specific topics |
Use cases
Internal sales enablement agent
Build an agent that prepares your reps for every meeting automatically. The agent pulls the account's summary, recent signals, key contacts, and talking points from Salesmotion, then combines them with your CRM opportunity data to generate a one-page meeting brief.
How it works:
- Triggered by a calendar event — the agent detects an upcoming meeting with a tracked account.
- Pulls the account's AI summary, recent signals (last 30 days), and contact personality assessments from the Salesmotion API.
- Combines with CRM data: opportunity stage, last activity, open support tickets.
- Generates a structured meeting brief using an LLM: account context, what's changed recently, key people in the meeting (with communication style tips), suggested talking points, and recommended next steps.
- Delivers the brief to the rep via Slack, email, or directly into the CRM record.
Value: Reps walk into every meeting informed and prepared, without spending 30–60 minutes manually researching. Consistent preparation quality across the entire team, not just the most diligent reps.
Internal account research agent
Build an agent that conducts deep-dive research on any account on demand. When a rep or manager asks "What do I need to know about Sprinklr?", the agent compiles a comprehensive briefing that goes beyond what any single tab in Salesmotion shows.
How it works:
- Triggered by a Slack command, a button in your internal tool, or an API call.
- Pulls the full data set for the account: Fast Facts, summary, all recent signals, SWOT analysis, value pyramid, technology stack, key contacts with personality assessments, and discovery questions.
- Optionally enriches with internal data: CRM history, past proposals, support interactions, contract renewal dates.
- Uses an LLM to synthesise everything into a structured research document: executive summary, strategic landscape, competitive positioning, key stakeholders, recommended approach, and risk factors.
- Returns the research document in your preferred format — Markdown, PDF, Notion page, or Google Doc.
Value: What used to take a senior rep 2–3 hours of manual research becomes available in minutes. New hires get the same depth of account knowledge as tenured reps. Account handoffs between reps become seamless.
Internal account planning agent
Build an agent that generates or updates account plans automatically, ensuring every strategic account has a current, data-backed plan.
How it works:
- Runs on a schedule (weekly or monthly) or triggered when an account's Salesmotion Score changes significantly.
- Pulls the account's value pyramid, SWOT analysis, recent signals, and contact map from the Salesmotion API.
- Combines with your CRM pipeline data: current opportunities, historical win/loss, whitespace analysis.
- Generates or updates a structured account plan: account overview, strategic priorities (from the value pyramid), competitive landscape (from SWOT), stakeholder map (from contacts), engagement strategy, and pipeline targets.
- Stores the plan in your system of record — Salesforce, Notion, SharePoint, or a custom tool.
Value: Account plans stay current with the latest intelligence instead of going stale after the quarterly planning cycle. Managers can review AI-generated plans and focus their coaching time on strategy rather than data gathering.
Signal monitoring and alerting agent
Build an agent that watches for specific trigger events across all your accounts and takes action immediately.
How it works:
- Polls the Salesmotion API on a schedule (hourly or daily) for new signals matching specific criteria — leadership changes, earnings surprises, technology adoptions, M&A activity.
- Evaluates each signal against your custom rules: Is this a target account? Is the signal type high-priority? Does it match a campaign theme?
- Takes automated action: notifies the account owner via Slack, creates a task in the CRM, drafts an outreach email, or updates an account plan.
- Logs all actions for review and reporting.
Value: Your team never misses a trigger event. Instead of checking the Global Feed manually, the agent surfaces the most important signals and takes the first step — so reps can focus on the conversation rather than the monitoring.
Custom reporting and analytics agent
Build an agent that generates custom reports by combining Salesmotion intelligence with your internal metrics.
How it works:
- Pulls Salesmotion Scores, signal volumes, and signal types for your account portfolio.
- Joins with your CRM data: pipeline value, close rates, activity metrics.
- Generates insights: "These 15 accounts have high Salesmotion Scores but no open opportunities — they may be underworked." or "Accounts with earnings signals in the last 30 days close 2x faster."
- Delivers as a weekly digest, a dashboard update, or a Slack summary.
Value: Connect external intelligence to internal outcomes. Identify patterns that neither data source could reveal alone.
Building agents with popular AI platforms
Microsoft Copilot Studio
Create custom Copilot agents that pull Salesmotion data for meeting prep, account research, or deal strategy. Use the Salesmotion API as a custom connector in Copilot Studio, so reps can ask natural language questions like "What's happening at Sprinklr?" and get real-time intelligence pulled from Salesmotion's data.
Google Gemini
Use Google AI Studio or Vertex AI to build Gemini-powered agents that analyse Salesmotion data across your entire account portfolio. Gemini's large context window makes it particularly effective for synthesising signals across multiple accounts — for example, identifying industry trends or competitive patterns.
OpenAI GPTs / Assistants
Build custom GPTs or OpenAI Assistants with the Salesmotion API as a tool. Reps can interact conversationally with account intelligence: "Draft an email to the VP of Sales at Databricks, referencing their recent earnings beat" — and the agent fetches the latest signals and contact data to generate contextual outreach.
Anthropic Claude
Use Claude's tool-use capabilities to create agents that reason deeply about account strategy. Claude works especially well with Salesmotion's SWOT analyses and value pyramids, synthesising complex competitive dynamics into actionable recommendations.
Low-code platforms (Zapier, Make, n8n)
For teams without dedicated engineering resources, tools like Zapier and Make can connect the Salesmotion API to your workflows without code. Common automations include pushing new signals to Slack, updating CRM records when scores change, or generating weekly account digests.
Technical considerations
Architecture patterns
The most common patterns for building on Salesmotion data:
- Scheduled pull + cache — Poll the API on a schedule, store results in your own database, and let agents query your local cache. Best for agents that need fast response times or run frequently.
- Real-time pull — Query the Salesmotion API directly when the agent runs. Simpler to build, always returns the latest data. Best for on-demand agents triggered by user requests.
- Webhook-driven — Use Salesmotion webhooks (where available) to push new signals to your system as they're detected. Best for signal monitoring and alerting agents.
LLM integration
Salesmotion's structured data (summaries, SWOT, value pyramids) works well as context for LLM prompts. For larger data volumes (all signals for an account over 3 months), consider using RAG (retrieval-augmented generation) to let the LLM query the most relevant signals rather than passing everything in a single prompt.
Getting started
- Identify your first use case. Start with the agent that would save the most time for your team — usually meeting prep or account research.
- Request API access from your account manager.
- Build a prototype with a single account to validate the approach before scaling.
- Iterate based on feedback from the reps who use the agent's output.
Frequently asked questions
Do I need engineering resources to build agents?
Building custom AI agents typically requires some engineering capability — at minimum, someone comfortable with APIs and scripting. However, many customers use low-code tools (Zapier, Make, Retool) for simpler integrations. For LLM-powered agents, familiarity with prompt engineering and an LLM provider (OpenAI, Anthropic, etc.) is needed.
Can I access all the same data that appears in the Salesmotion app?
Yes. All core data types — signals, scores, summaries, SWOT analyses, value pyramids, contacts, personality assessments, technology stacks, and discovery questions — are available via the API. Your agents can work with the same intelligence your team sees in the app.
How do I ensure my agents stay within API rate limits?
For agents that run frequently, implement local caching so you're not re-fetching the same data repeatedly. For batch operations (like updating all account plans), spread requests over time rather than making them all at once. Your account manager can advise on rate limits for your specific use case.
Can Salesmotion help us build these agents?
Contact your account manager to discuss your use case. Salesmotion's team can advise on architecture, share best practices, and help you design an integration that fits your workflow. Some customers also work with implementation partners who specialise in sales automation and AI agent development.