Generate a company research report and email it automatically

Fills out a short form with a company name and get back a full research report emailed straight to your inbox.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"company name form submitted"]:::trig s0["search web for company news"]:::svc s1["organize findings into report"]:::svc s2["email report to user"]:::task trig --> s0 s0 --> s1 s1 --> s2 out[/"research report emailed to user"/]:::out pay{{"fast prep before calls or decisions"}}:::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
Starts itA stepAn outside serviceResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationReporting & AnalyticsResearch & Market Intelligence
Connects
JotFormTavilyOpenAIGmail

The problem it solves

Before a sales call, investment decision, or partnership meeting, you need to know what is going on with a company. Digging through news articles and sites by hand takes real time you do not have before the meeting starts.

Who it fits

A business development, sales, or investment professional who needs quick company research before a call or decision.

How it works

  1. You submit a company name through a simple form
  2. AI searches the web for recent news and developments about that company
  3. The findings are organized into a report covering key updates, financials, and market moves
  4. The finished report is emailed to you
What you get

Research reports ready before your next call

You get a full company research report emailed to you before your call or decision.

What you get

A formatted email report summarizing recent news and developments about the company you asked about.

What you need

A form account, a web search API, an OpenAI 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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