Agentic Research

Sales-Lead Research and Personalised Outreach

Five minutes of research per lead5 steps3 tools

What this scenario solves

Outreach emails are generic and get low reply rates, yet researching each prospect properly takes too long.

Tool stack

Not the only solution, but a stack we have verified end to end. Each tool links to its full review, including who it is not for.

  1. 01
    PerplexityPerplexity AI

    AI search engine whose answers carry inline source citations

  2. 02
    ClaudeAnthropic

    Strong long-document comprehension and writing quality; Projects can hold a knowledge base

  3. 03
    n8nn8n GmbH

    Workflow automation billed per execution, with nodes that can run your own code

What you end up with

You get

A pre-meeting brief per lead covering company news, inferred pain points, angles to open with, and a personalised opener.

Full steps

  1. 01一句話總結
  2. 02核心概念
  3. 03支援平台(10+)
  4. 04安裝與使用
  5. 05技術架構
  6. 06與 last30days-skill 的區別
  7. 07對我哋的價值

Adjacent scenarios

Other scenarios using

Level: Beginner · Tracks: Business Track · Last verified: 2026-09-29