Warm Intro Finder

Category: sales

Apps Involved: Outlook, Teams, SharePoint

Complexity: Moderate (3-4 apps)

Description

Finds the shortest warm path into a target account by searching your org’s M365 Graph for colleagues who’ve already emailed, met with, or collaborated on documents with people at the target company.

The Prompt

I'm trying to get a warm introduction into [TARGET_COMPANY], ideally to [TARGET_ROLE_OR_NAME].

Search across my organization's M365 for any colleague who has, in the last 12 months:
- Exchanged emails with anyone at @[TARGET_DOMAIN]
- Attended a Teams meeting with @[TARGET_DOMAIN] attendees
- Co-authored or shared a SharePoint or OneDrive file with @[TARGET_DOMAIN]

For each internal colleague found, show:
- Their name and role
- Strength of connection (number of interactions, recency of last interaction)
- Which contacts at [TARGET_COMPANY] they've engaged with
- Nature of the relationship if inferable (active deal, past project, community contact)

Rank by connection strength. Then draft a short Teams message I can send to the top 3 colleagues asking for an intro — reference the specific contact they know and keep each under 80 words.

Expected Outcome

A ranked list of internal colleagues with real, data-backed connections into the target account, plus three drafted Teams messages tailored to each colleague’s specific relationship — ready to send.

Tips & Variations

• Tenant Graph permissions govern what Cowork can see. If your org restricts cross-user visibility, results will be limited to your own connections.
• Add “exclude anyone in my direct reporting chain” if you want to avoid asking your manager.
• For larger targets, narrow by department: “only show colleagues who’ve engaged with the [DEPARTMENT] team at [TARGET_COMPANY].”
• Swap the Teams message for an Outlook email draft if your culture leans email-first.