Research every prospect before a sales call
The problem
Reps walk into calls without context because researching a company, its recent news, and the attendee takes 15+ minutes per meeting.
How the agent works
When a meeting hits the calendar, the agent reads the attendee's company domain, browses the company site, recent news and public profiles, and writes a one-page brief to the rep before the call.
Setup steps
- Trigger on new calendar events with external attendees
- Extract the company domain from attendee email
- Have the agent browse site, news, and pricing pages
- Output a brief: what they do, recent changes, likely pains, 3 questions to ask
- Deliver to Slack or email an hour before the call
Tools that can do this
- Zapier Agents
- n8n + an LLM node
- Clay
- ChatGPT agent
Not ranked and not sponsored. Check each vendor's current features and pricing.
Human in the loop
Rep reads the brief; nothing is sent to the prospect.
Risks and guardrails
Public profiles can be outdated; the agent may confuse companies with similar names, so include the domain in the prompt.
ROI notes
Saves research time on every external meeting and makes calls more specific. Measure by tracking prep time before vs after for a few weeks.
Also useful: update CRM records automatically.
Related playbooks
Qualify and route inbound leads automatically
Inbound form fills sit for hours, and reps waste time on leads that don't match the ideal customer profile.
Draft personalized cold emails at scale
Generic outreach gets ignored, but hand-personalizing hundreds of emails isn't feasible.
Monitor competitors' pricing and product pages
Competitor pricing and feature changes go unnoticed until a customer mentions them.