Get an AI research brief on every prospect before your call

Scrapes each prospect's LinkedIn profile and emails you an AI-written brief before every scheduled sales call.

How the work actually flows

It branches. Exactly one path is taken; runs once per each upcoming call.

Pattern: Exclusive Choice (4) · Multiple Instances without Synchronization (12)

flowchart TD trig(["scheduled check of upcoming calls"]):::trigtime s0[["read meeting details from sheet"]]:::mi s1["scrape prospect's linkedin profile"]:::svc s2["ai writes brief and readiness score"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× is readiness score high"}:::gate s2 --> gx p00["email full brief"]:::task gx -->|"high readiness"| p00 p10["email short brief"]:::task gx -->|"lower readiness"| p10 p00 --> out p10 --> out out[/"tailored brief before each call"/]:::out pay{{"walk into calls fully prepared"}}:::pay 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 serviceRuns once per itemOne path onlyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsLead Generation & ProspectingEmail AutomationSpreadsheet & Database Ops
Connects
Google SheetsBright DataOpenAIGmailLinkedIn

The problem it solves

Before a sales call you're supposed to research the prospect, but between back-to-back meetings there's rarely time to do it properly. You end up walking in with nothing but their name and title, guessing at what actually matters to them.

Who it fits

Sales reps and account executives who run a high volume of prospect calls.

How it works

  1. Runs on a schedule to check your upcoming calls
  2. Reads each prospect's meeting details from Google Sheets
  3. Scrapes their LinkedIn profile for background and recent activity
  4. AI writes talking points, likely pain points, and a readiness score
  5. Emails you a full brief before high-readiness calls, or a shorter one otherwise
What you get

Prospect briefs ready before every sales call

You get a background brief on every prospect before your call, complete with talking points and a readiness score.

What you get

An email brief with talking points, pain points, and a readiness score for each prospect.

What you need

A Google Sheets account, a Bright Data account, 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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