Weekly Prospect Research Digest via Make + Perplexity

What this automation does: Every Monday morning, automatically pulls recent news about your top 10 target accounts, summarizes each one using AI, and delivers a digest to your email or Slack channel before you start your workday.

Why it matters: Staying current on your accounts is one of the highest-value activities in sales — and one of the most time-consuming if done manually. This automation surfaces trigger events (funding, leadership changes, product launches) you can use as outreach hooks before your competitors do.

How to set it up:

  1. In Make, create a scheduled trigger that fires every Monday at 7am
  2. Add an HTTP module that calls the Perplexity API or News API for each account name
  3. Pass the results to Claude API with a prompt: "Summarize the most important development at [COMPANY] in the past 7 days. Focus on what's most relevant to a sales rep selling [YOUR SOLUTION]. Under 3 sentences."
  4. Compile all summaries into a formatted digest
  5. Send via Gmail or post to a Slack channel

Estimated time saved: 30-45 minutes of manual research per week. Intelligence you'd otherwise miss entirely.