Research & Intelligence Free template

Company Research Agent

Create company research one-pagers.

Use this template About 3 minutes to set up

Your instructions. Your apps. Ready to customize.

Example output

Meet the company before the call

  • At a glance · Product, team and customers
  • Recent news · What has changed
  • Sources · Follow the evidence

From your request to a useful first draft

  1. 01

    Give it a starting point

    Research this company and prepare a one-page brief with sources.

  2. 02

    Work with your context

    Your agent uses its starter instructions and the sources you make available.

    • Google Docs
  3. 03

    Review and make it yours

    Meet the company before the call. Check the result, ask for changes and choose the next step.

About this template

A company research agent. Give it a company name and it puts together a one-pager covering their product, team, funding, news, and competitive landscape.

This is a starting point for an agent. Connect the sources it needs, review its instructions, then send your first message. Recurring runs can be configured separately.

Apps it works with

Choose which accounts your agent can use. You can connect missing apps during setup or later in your workspace.

Try a first message

Research this company and prepare a one-page brief with sources.

Add your own links, files or context. The example above is a suggestion; it is not sent automatically.

A few things to know

More ways to get started

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