What this automation does: Creates and maintains a living account research dashboard in Notion. When you add a new target account, AI automatically populates the research brief. Refreshes monthly.
Time saved: 20-30 minutes per account initial research, 10 minutes per monthly refresh
Setup steps
- Create a Notion database with these fields: Company Name, Industry, Size, ICP Fit (Yes/No), Last Researched Date, AI Research Brief, Trigger Event, Best Contact Title, Pain Area, Outreach Status.
- Build a Zapier/Make scenario triggered when a new row is added to the Notion database (or when Last Researched Date is more than 30 days ago).
- Send to Claude or Perplexity: "Research [COMPANY NAME] in [INDUSTRY]. Provide: (1) ICP fit assessment vs. these criteria: [YOUR ICP CRITERIA], (2) Most relevant recent trigger event or news, (3) Top pain area related to [YOUR SOLUTION], (4) Best title to contact first, (5) One-sentence outreach angle. Format as structured data I can paste into a CRM."
- Write back to Notion: Use the Make/Zapier "Update Database Item" action to populate the AI Research Brief field with the output.
The result
A Notion database where every target account has a current research brief, updated automatically on a 30-day cycle. Your team can filter by ICP Fit, Trigger Event, or Outreach Status to prioritize. No manual research required for any account that's been in the system for more than a day.
