Introduction
Planning a successful event starts with selecting the ideal venue. This template streamlines the process by providing an efficient, step-by-step framework for analyzing branding needs, researching potential venues, and sending targeted outreach to confirm availability and gather key logistical details.
⚠️ Before running this workflow
If you want the agent to email and collect pricing info, be sure to integrate your email in Settings and then add the “Email” tool in step 4.2.
How this template works
- A Brand Analysis agent reviews your company to create a profile of the brand and what attributes will matter for venues.
- A Venue Planning Agent pinpoints the most suitable type of venue based on brand criteria.
- A Venue Finder Agent researches recent, highly rated locations that match the venue type.
- For each promising venue, a Venue Enrichment Agent gathers and verifies essential contact details.
- A Sourcing Agent sends emails to decisionmakers, requesting pricing and availability information.
- Finally, an AI Agent compiles the venues’ data into a CSV with all relevant details.
Why you should use an Events Venue Sourcing template
Using this template saves time and ensures an organized, data-driven approach to venue discovery. It helps align your event strategy with brand values, while the streamlined workflow eliminates guesswork and keeps all venue details centralized for quick decision-making.
Who should use an Events Venue Sourcing template
• Marketing teams searching for spaces that embody their brand’s immediate needs.
• Event planners aiming to simplify venue research and outreach.
• Brand or project managers wanting consistent, high-quality venue options that align with strategic goals.