Prospect Researcher
By The Botseon team
Researches a prospect and drafts a summary for review before any outreach
Use this template
You sign in, review the bot, and it is added to your workspace as your own copy.
What it owns
one prospect: what's on the public record and what's already on file, drafted into a short summary before outreach
Connects to
- Airtable
Say this first
Research this prospect and draft the summary before I reach out.
Runs on its own
No routine: it works when you ask.
What it asks before acting
- Always allowed: read prospect pages on the web
- Asks first: draft the research summary document