CUSTOM AI AGENTS · Sales & business development
Lead researcheras part of your team.
Research companies. Check fit signals. Prepare sales context.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
We organize research, proposals and follow-up around your sales process so the team can approach each opportunity prepared.
- 01
Research companies
Consults permitted business sources and records a reference for each finding.
- 02
Check fit signals
Checks activity, location and public signals against your target profile.
- 03
Prepare sales context
Summarizes why the account merits research and which details are missing.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A manufacturer identifies distributors suited to its products.
Illustrative scenario, not a customer case study or measured results.
SlackExampleCapture the brief and its conditions.
HubSpotExampleShow fit criteria with fictional accounts; a real list requires verifiable sources.
Example accounts · Do not contact
| Fictitious account | Location | Employees in the example | Contact |
|---|---|---|---|
| Nube Atlas | Madrid | 42 | Awaiting verification |
| Flujo Norte | Barcelona | 68 | Awaiting verification |
| Mesa Cloud | Valencia | 31 | Awaiting verification |
HubSpotExampleDistinguish completed actions from those still pending.
SaaS B2B accounts
Sales team
- ✓Fit criteria defined
- ○Replace with verified accounts and sources
- ○Confirm contacts before contact
SlackExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Ideal customer profile and permitted business sources. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Company brief with sources and fit rationale. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Pricing, terms, outbound contact and commercial commitments follow agreed approvals.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
RELATED AGENTS
A team that works together.
CRM assistant
Reviewable CRM changes and follow-up tasks.
See tasks and example ↗Sales & business developmentProposal writer
Commercial draft with reviewable scope and terms.
See tasks and example ↗Sales & business developmentRFP analyst
Compliance matrix and documentation checklist.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.