Get an AI research briefing before every sales call

Researches a company and contact, then emails you a briefing on their finances, news, and risks before your call.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("user requests company research")):::human s0["search web for company info"]:::svc s1["organize findings into briefing"]:::task s2["email briefing to user"]:::task trig --> s0 s0 --> s1 s1 --> s2 out[/"pre call briefing emailed"/]:::out pay{{"walks into calls prepared"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceA personResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
AI Agents & Autonomous SystemsLead Generation & ProspectingEmail AutomationResearch & Market IntelligenceFinance & Accounting
Connects
TavilyGoogle GeminiGmail

The problem it solves

Walking into a sales call without knowing a prospect's recent news, finances, or challenges puts you at a disadvantage. Researching each company yourself before every call takes time you'd rather spend actually selling.

Who it fits

Salespeople and account executives who want to walk into every call prepared.

How it works

  1. You enter the company and prospect name you want to research
  2. The system searches the web for financial performance, strategic goals, and recent news
  3. AI organizes the findings into a structured briefing covering context, triggers, and risks
  4. It emails you a clean, easy-to-read pre-call briefing
What you get

Calls you walk into fully prepared

You get a clear briefing on each prospect's finances, news, and risks emailed to you before every sales call.

What you get

A pre-call research briefing emailed to you, covering financial context, recent news, and risk factors.

What you need

A Tavily API key, a Google Gemini API key, and a Gmail account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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