Health & Risk agent
Market Intelligence Scanner
Scans public news for your accounts and flags the ones worth a proactive check-in.
What does Market Intelligence Scanner do?
Market Intelligence Scanner is an AI agent that checks Google News for your accounts every 6 hours, up to 100 accounts a day, and flags the developments that suggest an expansion conversation or a check-in is worth having now rather than at the next scheduled touchpoint. It reasons over what it finds rather than just keyword-matching, so a funding announcement at a customer whose health just dropped reads differently than one at a healthy, growing account. It's off by default - an Admin turns it on.
What signals does it watch?
The agent looks specifically for developments that change what an account can afford, who makes the decision, or how urgently they need what you sell.
- Layoffs or a reduction in force at the account
- A merger or acquisition involving the account
- A leadership change in a role relevant to your product (the champion's manager, a new VP in the buying chain)
- A funding round or other public financial news involving the account
What actions does it take?
Because the source material is public and unverified by nature, this agent is deliberately conservative about what it does on its own.
- Raises a signal on the Signals dashboard with a summary of what it found and why it's relevant
- Adds a note to the account timeline, so the context is there the next time anyone opens the account
- Runs with its step set to needs approval by default - it flags, a human decides whether to act
- Feeds relevant findings into the Expansion Opportunity workflow when the signal points toward growth rather than risk
Which workflows use Market Intelligence Scanner?
It's the trigger behind the seeded Market Intelligence workflow, and its findings also feed the Expansion Opportunity workflow when what it surfaces looks like a growth signal rather than a risk one.
What does this look like in practice?
An account with a healthy score and steady usage announces a $40M Series B on a Tuesday. Market Intelligence Scanner picks it up, checks the account's recent health and usage trend, and raises a signal: funding news at a growing account, worth a proactive expansion conversation before their new budget gets allocated elsewhere. The CSM sees it in their digest the next morning and books a call that week, ahead of any competitor who's only watching for renewal dates.
Frequently asked questions about Market Intelligence Scanner
- Where does the public data come from?
- The agent scans public web and news sources for the account and contact names already on file - it doesn't require a separate data source subscription or a new integration to connect.
- Will it flag false positives - like news about a different company with the same name?
- It cross-checks findings against the account's own domain and known details before raising a signal, which cuts down on mismatches, but like any agent reading unstructured public data it isn't infallible - that's exactly why it suggests rather than acts by default.
- Does it watch every account, or only ones I flag?
- Every account once an Admin turns it on, up to 100 accounts a day - you can scope it to specific Profiles if you'd rather it stay quiet on your Self-Serve book.
- Can it also flag risk, not just expansion?
- Yes - layoffs or a leadership departure read as risk, not opportunity, and the agent frames its signal accordingly rather than always pushing toward expansion.
See Market Intelligence Scanner on your own accounts.
Book a 30-minute demo, or connect your stack and try it free for a week.