Sales Account Research

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{
  "id": "sales-account-research",
  "slug": "sales-account-research",
  "name": "Sales Account Research",
  "summary": "Prepare a permission-safe account brief from public company signals.",
  "description": "Prepare a permission-safe account brief from public company signals.",
  "role": "Account research agent",
  "goal": "Give sellers relevant context before a first conversation.",
  "category": "Go-to-market",
  "sources": [
    "Company website",
    "public filings",
    "job listings",
    "news"
  ],
  "tools": [
    "Web search",
    "CRM read-only"
  ],
  "trigger": "New target account",
  "cadence": "On demand",
  "actions": [
    "Map business context",
    "Find relevant initiatives",
    "Draft questions"
  ],
  "rules": [
    "Use public facts",
    "Do not infer sensitive attributes"
  ],
  "approval_rules": [
    "Seller approves any CRM write"
  ],
  "stop_conditions": [
    "Restricted or personal data"
  ],
  "outputs": [
    "Account brief",
    "Evidence links",
    "Discovery questions"
  ],
  "success_criteria": [
    "Questions are specific and source-backed"
  ],
  "risks": [
    "Privacy violations",
    "Stale data"
  ],
  "compatible_agents": [
    "Portable work specification; verify each platform's tools, scheduling and approval support before use."
  ],
  "difficulty": "Beginner",
  "updated_at": "2026-09-30",
  "audience": "Builders and operators responsible for Go-to-market workflows.",
  "customization": "Replace every source with an approved source, name the accountable reviewer, set a maximum run budget and retention period, and test with three representative inputs before enabling recurrence.",
  "permissions": [
    "Read only the explicitly approved sources.",
    "Write drafts only to an approved private workspace.",
    "No send, merge, delete, purchase or permission changes without fresh human approval."
  ]
}