AI agent for director of business developments
Warm Introduction Path Agent
Map warm introduction paths to each target, request the best one and try the next if none works
What it does
People often know the right connection but nobody maps it. For each target the agent searches connections across the team, investors and customers, and finds who knows the target and how well. It ranks the paths by strength: recent contact, shared work or a direct relationship. It drafts an introduction request that is short, easy to forward and clear about why the target should care. It tracks replies, and if the first path says no or goes quiet, it moves to the next path. It logs the result. The director approves every request before it goes out. Edge case: the strongest path is a former colleague who left on bad terms, so the agent skips it and flags why.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- A target is selected
- Search team, investor and customer connections
- List paths and rank by relationship strength
- Is the top path current and in good standing?If not: Drop the path and use the next one. Back to step 3.
- Draft a short forwardable introduction request
- Director approves each requestThe agent waits here for your OK.
- Track replies for 7 days
- Did the connector agree to introduce?If not: Move to the next ranked path and draft a new request. Back to step 3.
- Draft the follow-up once the introduction is made
- Director approves the follow-up to the targetThe agent waits here for your OK.
- Introduction log
How it decides
Paths are ranked by how strong and recent the relationship is; the next path is tried only after the first fails or times out.
- Rank by recency and strength of the relationship
- Skip paths marked as not to be used
- Wait 7 days before moving to the next path
- Use no more than 3 paths per target
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Number of paths to try (default 3)
- Wait before next path (default 7 days)
- Connections sources
- Request tone
What keeps you in control
It always asks you first
- Director approves every request
- Director approves each follow-up to the target
Hard limits
- Never contact a connector without approval
- Never reveal private notes to a third party
It stops when
- Done: introduction made or all paths exhausted
- Stop: the target asks not to be contacted
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
