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Solution · Operations

6,500+ members. Intelligent matches. Monthly.

Elasticsearch-based weighted scoring matches members by tools, industry, role, and timezone. Email introductions with engagement tracking.

Book a callFor agencies and partners
Operations · department
Community matchmaking95%+ match coverage

Delivers

  • 95%+ monthly match coverage
  • Deliverability monitored
  • 85%+ positive feedback

Time to live3 months MVP

Where it breaks

Members aren't connecting. Value drops.

6,500+ members need quality connections at scale. Manual matchmaking can't deliver the consistency members expect.

The fix

We match members intelligently and handle introductions automatically.

Community matchmaking · Before / after3 changes
  1. Matchmaking: Manual or inconsistent95%+ monthly match coverage
  2. Introductions: ManualAutomated with tracking
  3. Member satisfaction: Unknown85%+ positive feedback

What we build

An agent is a stack.

2 capabilities working as one, built in your operations stack.

Community matchmaking · capabilities2 parts
Intelligent matchingElasticsearch-based weighted scoring considers tools, industry, role, and timezone for optimal pairing.
  • Weighted scoring algorithm
  • Tools/industry/role/timezone matching
  • 90-day no-rematch rule
  • 3-program rotation
Automated introductionsEmail introductions sent with deliverability optimization. Engagement metrics tracked.
  • Email introduction automation
  • Deliverability monitored
  • Open and reply rates tracked
  • Google Sheets engagement logging

How it works

Match. Introduce. Track.

  1. Step 01Load member dataIntegrate with HubSpot and Tally forms for member profiles.
  2. Step 02AI matches monthlyWeighted scoring pairs members intelligently.
  3. Step 03Introductions sentEmail intros with deliverability optimization. Engagement tracked.

Under the hood

Plugs into your stack.

Community matchmaking works inside the tools your team already uses, on infrastructure you own. Typically live in 3 months MVP.

Community matchmaking · Integrations5 connected
  • CRM Integration (HubSpot, Salesforce, Pipedrive, or your system)
  • Forms (Tally, Typeform, or your platform)
  • Email Integration (Gmail, Outlook, or any SMTP)
  • Spreadsheet/Database (Google Sheets, Airtable, or your tool)
  • Runtime & Orchestration (Trinity by Ability AI)

Time to live3 months MVP

Agents in Operations

Ready-made agents for this department.

All agents
CorbinBusiness Operations AssistantUnified command center for email, calendar, CRM, and documents with persistent memory.Operations

Proof

In production.

All case studies

Operations

6,500 members matched with 95% coverage

MarketingOps.com needed a scalable way to connect their community. We built the Monthly Matchup engine - connecting 6,500+ marketing ops professionals with 95% match coverage and 85% positive feedback.

Match coverage
95%+
Positive feedback
85%+

Questions

Before you ask.

How does weighted scoring work?

You define matching criteria (goals, experience, location, interests). AI applies weighted scores to pair members intelligently. No random matching - every pair is intentional.

How do members respond?

For a 6,500-member marketing community, 85% of members gave positive feedback on their matches. Deliverability is managed so introductions reach the inbox.

What results should community managers expect?

Matchmaking runs every month without manual pairing. A marketing community client reached 95% monthly match coverage across 6,500+ members (see the case study).

How long does implementation take?

3 months to MVP. Month 1: HubSpot integration and matching algorithm design. Month 2: Email workflow and tracking setup. Month 3: Testing and optimization.

Do we own the system?

Yes. You own the system. We build the infrastructure in your stack, hand over the keys, and you own it forever - no vendor lock-in.

Next step

Want this in your company?

Start hereBring one workflowA 30-minute working call. We’ll map your operations workflow to an agent stack and tell you honestly whether it’s worth building.
Book a callFor agencies and partners
The departmentOperations in TrinityEvery solution, agent and question for this department, in one place.

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