Event Matchmaker Flow

This pattern starts with an event, not a lead. Your agent finds an upcoming conference, researches the attendees or likely attendees, and orchestrates meetings between your reps and high-value prospects at the event.

Events are the highest-conversion meeting context. Both people are already there. The meeting feels natural, not forced.

The pipeline

Event → Attendees → Research → Match → Book → Invite

Step 1: Find the event

Use search_events to discover conferences, meetups, and trade shows in a target market.

1const events = await search_events({
2 location: { city: "San Francisco" },
3 radius_km: 50,
4 category: "conference",
5 date_after: "2026-05-01T00:00:00Z",
6 date_before: "2026-07-31T23:59:59Z"
7});

Pick an event that aligns with your product and target buyer.

Step 2: Research likely attendees

If you have a list of target accounts, research each one to see if they’re near the event location.

1const targets = ["Brian Chesky", "Melanie Perkins", "Whitney Wolfe Herd"];
2
3for (const name of targets) {
4 const results = await search_humans({ name, provide_email: true });
5 const person = results[0];
6
7 if (person?.location?.includes("San Francisco")) {
8 // This person is near the event — they might attend
9 const interests = await search_interests({
10 name,
11 linkedin_url: person.profiles.linkedin_profile_url,
12 x_url: person.profiles.x_profile_url
13 });
14 // Check if their interests align with the event topic
15 }
16}

Step 3: Find your rep

Use people search mode to find a sales rep who can attend the event.

1const reps = await search_humans({
2 location: "San Francisco",
3 title_filters: "sales AND enterprise",
4 provide_email: true
5});

Step 4: Book and invite

Register your rep for the event and send calendar invites for each meeting.

1await book_ticket({
2 event_url: event.url,
3 email: rep.email,
4 name: rep.name
5});
6
7await send_meeting_invite({
8 title: "Quick chat at " + event.name,
9 attendee_emails: [rep.email, prospect.email],
10 scheduled_at: event.starts_at,
11 duration_minutes: 20,
12 location: event.location.name,
13 description: "Brief intro meeting. " + prospect.name + " is interested in " + topInterest
14});

When to use this pattern

  • You’re sponsoring or attending a conference and want to maximize meetings
  • You have a list of target accounts and want to find event-based overlap
  • Your sales team prefers warm, event-based introductions over cold outreach

Compared to outbound sales flow

Outbound SalesEvent Matchmaker
Starts withA leadAn event
Meeting contextVaries (event or place)Always an event
ConversionHighHighest
Planning horizonDaysWeeks (events are scheduled ahead)