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Create prospect briefs with cited research
by Internal Labs
0
Agent Template
<100
Summary
Summary
Research a target company and its key people using approved public sources, then generate a concise prospect brief with sections for snapshot, recent events, products, executives, risks, and meeting-ready talking points, all backed by citations. Configure the template by specifying the prospect details, meeting context, allowed sources, and where the generated brief should be delivered or stored.
Overview
Overview
Preparing for prospect or partner meetings often requires hours of manual research across scattered sources. Important updates about executives, recent events, or risks may be missed, leading to weaker conversations and missed opportunities. The Deep Research Agent streamlines this process by searching only approved public sources and automatically building a structured research brief.
The agent accepts a subject with details such as company, person, and meeting context. It produces a research_reportthat includes a snapshot overview, recent events, products or services, key executives, potential risks, and five tailored talking points. Each section is supported with source_citations that include URLs and short quotes for transparency and verification.
By standardizing research and grounding it in cited sources, the Deep Research Agent saves time, improves preparation quality, and equips teams with the context they need for more impactful client and prospect conversations.
Features
Features
- Purpose-built agent definition for deep prospect research
- Automated search across approved public sources only
- Structured research reports with snapshot, events, products, execs, risks, and talking points
- Source citations with URLs and short quotes for auditability
- Best practices built in for reliable research workflows
- Prebuilt tools packaged for easy deployment and customization
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