Research accounts before outreach
Use a company research tool that runs live web research on each target account, compiles a consistent company research report, and links the document back to the record for sales call preparation.
.webp)
Ready to use
Use the ready-made workflow
Open this use case in Make with the selected apps, then customize the workflow to fit your needs.
OR
Copied
On a set schedule (e.g. every 12 hours), an AI agent works through a list of companies stored in [company database, e.g. CRM or spreadsheet], picks up any that have not been researched yet and runs live web research using [web search tool] to gather the research fields the team defines, judging what is relevant for each company as it goes. It compiles the findings into a consistently structured brief, creates a document for it in [document creation platform, e.g. Google Docs/Notion], and writes the link back to the company record in [company database, e.g. CRM or spreadsheet].
Guided by AI
Build your own with Maia
Start with an app-agnostic prompt, then let Maia guide you to the right apps and workflow.
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
%201.svg)
+2
Date
·
Duration
Problem
Sales reps manually research every target company before outreach or meetings, searching the web for an overview, products, business model, recent news, and competitors, then writing it all up. This is slow and repetitive, and the depth and formatting vary from rep to rep, so reps often go into conversations underprepared.
.avif)
+2
Date
·
Duration
Solution
On a set schedule, an AI agent works through the list of companies in the company database, picks up any that have not been researched yet, and runs live web research to gather the specific details the team asks for, judging what is relevant for each company as it goes. It compiles the findings into a consistently structured brief, creates a document for it, and writes the link back to the company record.
+2
Date
·
Duration
Impact
Every company on the list arrives with a thorough, consistently formatted research brief, letting reps walk into conversations prepared without doing manual research.
Benefits
+2
Date
·
Duration
Faster call preparation
+2
Date
·
Duration
Reduced rep research time
+2
Date
·
Duration
Increased outreach relevance
+2
Date
·
Duration
Higher meeting conversion rates
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
Similar use cases
Find inspiration by the type of content that fits your goals.
Date
·
Duration
Qualify inbound leads against your ICP
When a new lead is submitted through the intake form, an AI agent researches the company using live web search and weighs what it finds against the Ideal Customer Profile and disqualifiers pulled from uploaded knowledge files. It judges fit for each lead in context, then logs an ICP match score and a short evidence based reason to a spreadsheet.
Date
·
Duration
Draft personalized outreach for leads
On a set schedule, an AI agent picks up each lead not yet emailed from the lead list, runs live web research on their company, and pulls product positioning and proof points from uploaded knowledge files to draft a tailored subject and message guided by the rep's pitch direction. It writes the draft back to the lead record, sends it by email and marks the lead when sending is enabled, and skips any lead missing an email, company, or website with a note explaining why.