Trigger Event Outbound

Reach for Trigger Event Outbound the week a dated event happens at an account you are working, before the moment passes.

• An account was acquired, hired a new executive or got a records finding. A dated event gives a reason to write this month.
• Someone wants to send congratulations to an account months after the news. The window check says whether the moment still exists.
• A public record states the event and its date. The skill needs that date, and it refuses to guess one.
• The account is closed-lost and something changed there. The event can reopen the conversation, if its window is still open.

If the window has closed, or the date cannot be checked, the skill says so and writes no sequence. It never sends anything itself.

Trigger event outbound takes one dated event at one account, such as an acquisition, a new executive, a records finding or a contract renewal. It first checks whether a sequence can still land inside the window that event opens. If the window is open, it drafts three emails for each persona. If the window has closed, or the event has no date, it says so and writes no sequence. Timeliness comes before depth, and every fact in the output carries its evidence tag.

The skill exists because a late congratulations reads as a cold email with an old news hook. It also exists because a deadline that the public record does not support is the first thing a buyer checks, and it is usually wrong in the first line.

Core Workflow

The order matters. The skill checks your role and whether an AE already owns an open deal first. The window check comes next, and it decides whether anything else runs. The event brief follows, with each business implication tagged as an inference. The sequence is written only when the status is URGENT, CLOSING or STALE. Writing copy before the check is how an expired event gets an email, so the check always comes first.

The Window Check

Each trigger has a window in your profile's Buying Triggers table, counted in days after the event date. The event date is the day the event became public, taken from the source, never the day someone found it. Days remaining count down from the run date to the last day any email in the sequence may go out. A trigger with no checkable date is UNVERIFIED, and the skill stops there. It never estimates a date, because a guessed date becomes a confident deadline in front of the buyer.

Trigger Status

URGENT means more than half the window remains. CLOSING means 25% to 50% remains. STALE means under 25% remains, and the sequence still runs with its deadline named in Email 1. EXPIRED means no trigger sequence. UNVERIFIED means no window can exist until the date is found. When your profile routes a trigger to another skill, such as Competitive Displacement for a rival's contract, this skill writes no sequence and leaves the timing to that skill.

What It Reads

The skill reads these sections of your client profile: Industry Context for sourced market and regulatory facts, the Trigger Catalog for the rule or deadline each trigger creates, the taboo events and the monitoring sources, the Buying Triggers table for each window and persona who acts, Buyer Personas for names, Proof Points by status, Value Propositions and the Company section.

It also opens the account's folder in your Context OS knowledge base, if the profile points to one, including any earlier event on the account. It reads that before the window check.

If your assistant is connected to the CRM or a call recorder, the skill offers a read-only pull of the owner, any open deal and the known contacts. It asks before it reads, tags each pulled fact with its date, and never writes back. Pasting the same records works the same way.

Where It Fits

This skill sits in two chains. In Win Back, Closed-Loss Reactivation first decides whether a lost account is worth contacting. This skill then times a dated event at that account, and Meeting Prep follows. In Qualify To Book, Account Qualification and Account Snapshot run first, then Research Outbound or this skill, then Meeting Prep. When an event reveals a rival's contract, the timing passes to Competitive Displacement, which owns that window.