WRITER @ Work August 2026

Guide to building financial services prospecting and reactive workflows

During this WRITER at Work session, we built two financial services workflows: a commercial banking prospect-to-outreach sequence and a wealth management reactive workflow. This guide walks you through recreating both so you can go from raw lead lists to personalized, on-brand outreach, and from market-moving news to compliant client communications — all running automatically.

What you'll build

• A Commercial Banking Prospect-to-Outreach sequence of three chained playbooks that takes a raw lead list and produces personalized LinkedIn and email outreach for your top-priority prospects.

• A Wealth Management Reactive Workflow that triggers on a schedule or a news alert, researches affected clients, drafts tailored messages, runs a compliance check, and sends the communications.

Core concepts

Skills: Atomic, reusable units of execution — each one performs a single, defined task such as prospect scoring, account research, or compliance checking. Skills are the building blocks you chain together inside a playbook.

Playbooks: Multi-step workflows that chain skills together to accomplish a larger goal, such as turning 1,100 raw leads into a handful of personalized outreach messages. Because each playbook is independent, you can run one on its own or insert it into other chained workflows without rebuilding it.

Triggers: Mechanisms that start a workflow automatically — either on a schedule (for example, every Monday at 7am) or in response to an event (for example, a file landing in SharePoint). Triggers let work happen when it needs to, not when someone remembers to kick it off.

Connectors: Integrations that let your playbooks read from and write to the systems you already use so your workflows pull real data and deliver finished outputs to the right place.

Part 1: Commercial Banking Prospect-to-Outreach

This part covers a three-playbook sequence that turns a raw lead list into personalized, on-brand outreach for your top prospects. The end result is a set of tailored LinkedIn and email messages for the leads most worth your team's time.

How to build the Prospect-to-Outreach sequence

1. Build the first playbook — Prospect Prioritization and Exclusion — which: Collects and verifies the lead data. Applies your bank's fit criteria as positive, neutral, and negative metrics across the data sets. Executes the scoring analysis and generates the output. Removes duplicates and exclusions, and delivers the qualified prospect list.

   💡 Pro tip: Define your scoring criteria once inside the skill so the agent applies them consistently across every lead. Every bank has a different definition of a good customer — different sectors, financial thresholds, and geographic requirements — so customize this to match your bank's fit model.

2. Build the second playbook — Prospect Research — which: Extracts and analyzes the initial data set. Enriches it with information from the government registry (Companies House in our webinar example). Analyzes the key people and decision makers. Assesses company and financial health. Identifies banking opportunities and news you can use in outreach, and generates a validated dashboard.

3. Build the third playbook — Outreach and Communication — which: Takes the research from the previous playbook. Identifies the key person to contact. Drafts a personalized LinkedIn and email message that's on-brand with your bank's writing style, grounded in your brand guidelines and regulatory requirements.

4. Connect the three playbooks together with a fourth chained orchestration playbook that runs the full workflow end-to-end, from raw lead list to tailored outreach. A deep dive on chaining playbooks can be found here.

   💡 Pro tip: Because the playbooks are separate and then chained together, someone who only needs one piece — for example, deep account research — can run that playbook on its own without running the full workflow.

5. Test individual steps and the full workflow with synthetic data before your team starts running it. You can view all of your test runs in one place on the Playbook screen.

Build a chained playbook sequence for commercial banking prospecting with three steps:

1. Prospect Prioritization and Exclusion — take a raw lead list of [your lead count] companies, apply our bank's fit criteria ([your target sectors], [your financial thresholds], [your geographic requirements]), score each lead, remove duplicates and exclusions, and deliver a qualified prospect list.

2. Prospect Research — enrich the qualified leads with data from [ insert resource like Companies House,] analyze key people and decision makers, assess company and financial health, and identify banking opportunities for [your top priority leads].

3. Outreach and Communication — for the top prospects, identify the key person to contact and draft a personalized LinkedIn message and email that match our bank's brand guidelines and regulatory requirements.Then connect these three playbooks with a fourth orchestration playbook that runs the full sequence end-to-end from raw lead list to tailored outreach.

Part 2: Wealth Management Reactive Workflow

This part covers an event-driven workflow for financial advisors that runs automatically when the market moves. The end result is tailored, compliant client communications sent through email without anyone having to manually start the workflow.

How to build the Wealth Management Reactive Workflow

Create a new playbook with the following prompt:

Build a reactive wealth management workflow with a [Monday 7am schedule trigger] that runs the following steps automatically:

1. Market Research — pull relevant market news, identify which of my clients are affected based on their portfolios, and assess the impact on each client.

2. Personalized Client Communications — draft a tailored message for each affected client explaining what happened, what it means for their portfolio, and what actions they should consider, grounded in our advisor brand guidelines and writing style.

3. Compliance Q&A — run the drafted communications through a compliance check, flag any language that might not meet regulatory requirements, and suggest revisions.4. Send — once the communications pass compliance, send them through email.The entire flow should run end-to-end, triggered by the event, without anyone having tomanually start it.

Once the playbook editor is open with the steps mapped out, set a trigger that starts the workflow automatically: A schedule trigger (for example, every Monday at 7am) for a recurring research flow.

💡 Pro tip: Triggers can listen to systems beyond schedules — including Google Calendar, Gong, Microsoft SharePoint, and Slack. If there's a signal in a system you use, you can set a trigger to listen for it and execute a workflow automatically.

Pro tips

• Start with an outcome based prompt to build your playbooks. Using natural language, give WRITER Agent context and your workflow details, the audience, and what a successful output looks like.

• Test as you go. You can test the full playbook or individual steps with synthetic data and see all of your test runs in one place, ensuring everything works as expected before you publish to the team.

• Roll out gradually. Start with a few team members, monitor their sessions in one place on the Playbook screen, then review user feedback and analytics as you scale. Admins can also see consumption data to monitor costs proactively.

• Keep skills and playbooks separate. Skills are atomic, reusable units of execution; playbooks chain skills into multi-step workflows. Build your skills first, then orchestrate them with playbooks so each piece stays independently runnable.

• Ground everything in your brand guidelines and regulatory requirements so every output is on-brand and compliant — critical in financial services where every client communication needs to meet regulatory standards.