Account priority board
An account prioritisation board for a Datadog seller: 100 imported target accounts ranked by ICP-relevant leadership movement detected in Trayo over the last 90 days, with the top…
- Built in
- 27 min
- Capabilities
- 5
- Live API calls
- 153
The prompt
Paste it into any coding agent with the Trayo MCP connected.
- + any MCP client
Use Trayo to build an account prioritisation board. I paste a list of target accounts — as many as I have — and you rank them by what has actually happened at them in the last 90 days. Import them, define the signals that matter for my ICP, run discovery, then order the list by how much genuine activity each account shows and how recent it is. Show the top ten prominently with their events as evidence and the stakeholders I should approach. Everything below the top ten stays visible but quiet. Make it obvious which accounts have nothing happening — that is a finding too.
What this app asked Trayo for
Every name, number and email on the page came back from one of these. None of it was typed in.
- Reads your workspace
What you sell, who you sell to, and the buyer personas already saved in Trayo.
- Finds companies
Surfaces accounts that match your ICP, plus lookalikes of the ones already working.
- Finds the right people
Named stakeholders at an account, matched to the buying roles you care about.
- Builds your account list
Imports, updates and organises accounts so the work survives the session.
- Watches for buying signals
Standing watches for job changes, funding and the other moments worth a reply.
Take the tour
The same run as the video above, one stop at a time.
- 01
Our reps were building their target lists by hand every week, guessing which accounts were moving. This board ranks a hundred imported accounts by what actually happened at them in the last ninety days, and puts the ten worth a call on top.
- 02
The method page comes first: scoring weights, and every Trayo API call the data came from.
- 03
Back on the board, that substitution is stated up top, so nobody reads this as an outage or cloud-programme score.
- 04
Each top-ten card shows the dated leadership moves behind its rank. Trayo's job-change search returned 1,852 moves, and 144 were relevant to us.
- 05
Under each card are named stakeholders from trayo_search_stakeholders, matched against our saved Datadog buyer personas, with Trayo's reasoning for each one.
- 06
Push to Salesforce is a stub. It shows the confirmed state and a toast naming what would go, and nothing leaves the browser.
How it was built
The data behind each screen, and what's faked for the demo.
Every week an enterprise seller at Datadog has to decide which of their target accounts deserve a call. This board is for that Monday-morning moment. It takes a hundred accounts, ranks them by what actually happened at each one in the last 90 days, and puts the ten worth calling this week at the top. Each of the ten shows the dated events behind its rank and the buying committee to approach. Ranks 11 to 100 stay on screen in one muted table. The seven accounts with no detected activity, and the thirty-six where people moved but nobody who buys observability, are listed by name.
It replaces a spreadsheet that goes stale and the tab-switching between a company database, a job-change feed and LinkedIn. The seller no longer has to guess from a static list who to call first, or look up who to call at each account. They also get the negative result, which a spreadsheet never gives them: an account with nothing happening is marked as such, so nobody spends a week chasing it. A /method route shows the scoring weights and every API call the data came from, so the ranking can be checked.
I started with no pasted CSV, so I built the list from the workspace itself. trayo_find_companies, using filters only across the workspace’s ICP industries, headcount 1,500 to 25,000, and US, Canada and Europe, gave me the candidates. trayo_import_accounts loaded them: 100 created, 0 skipped. I then created eight signals with trayo_create_signal and ran trayo_run_discovery three times: 100 accounts by 8 signals over a 90-day lookback, then two smaller control runs. The last control used the workspace’s own onboarding-generated signals instead of mine. All three settled with zero events, an empty blockedSignals list and no error, and trayo_list_events for the workspace is still empty. News and jobs discovery returned nothing here, so I could not rank on it. What did return data was trayo_search_job_changes. I ran it once per account, with the account as the destination and seniority set to director and above. It returned 1,852 real leadership moves, and 144 of them are ICP-relevant after I classified the titles. For the named people on the top ten, I ran trayo_search_stakeholders against the workspace’s saved Datadog buyer personas. That gave me 48 people, each with Trayo’s own reasoning for why they fit. The logos and profile photos are the URLs Trayo returned.
The ranking therefore measures hiring and leadership churn, not outages or cloud programmes. An account that is modernising quietly without moving anyone will score zero. I state this substitution on the board and on /method instead of hiding it. Everything on the board came from Trayo. The Salesforce push, the outreach drafting and the Slack post are stubs. Each shows its confirmed state and a toast naming what would have been sent, and nothing leaves the browser.