Prospect Research

New Contact Research Brief — LinkedIn + Verified Company News

A seller reviews a new CRM contact, checks permitted LinkedIn profile facts and current company sources, then drafts a source-linked research brief in approved AI chat.

Manual
Beginner
Manual research per contact; no external scraping or automation
CRM + LinkedIn (manual browser) + official company news + approved ChatGPT/Copilot

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.