Generate Account Research
Use the generate_research prompt to guide this workflow, or follow these steps:
- •Find work — Use
list_research_requeststo find pending requests, or ask the user which company to research - •Gather intelligence — Use
query_transcriptsandsearch_transcripts_semanticfor call data,search_companiesfor account details - •Generate reports — Create Fingerprint Scorecard, AE Briefing, CS Briefing, or Full Pack based on request type
- •Publish — Use
publish_research_packwith reports, company link, and assignees - •Complete — Use
complete_research_requestto mark the request done and notify via Slack
Report Types
| Type | Slug | Focus |
|---|---|---|
| Fingerprint Scorecard | fingerprint | Company overview, ICP fit, competitive landscape |
| AE Briefing | ae_briefing | Talking points, objection handling, expansion opportunities |
| CS Briefing | cs_briefing | Health summary, risk factors, adoption gaps |
| Full Research Pack | full_pack | Comprehensive account analysis |