Before you begin
Start with one workflow, one source of information, and a named reviewer.
Use sanitized sample data while you are testing the structure and review loop.
Build the workflow
A useful sales app should reduce research time without inventing personalization.
Build an assistant that accepts
Company name
Website
Target role
Your qualification criteria
It returns
What the company does
Relevant trigger or change
Likely problem connected to your offer
Evidence and source
Qualification score with reasons
Three questions for discovery
A draft note that uses only verified facts
Starter prompt
“Build a prospect research assistant for an enterprise seller. Research the company using approved sources, score it against [criteria], show evidence for every claim, and draft a short outreach note. If a fact cannot be verified, omit it.”
The evidence requirement matters. The goal is not a longer email. It is a faster, more defensible reason to contact the account.
Common mistakes
Drafting personalization from unverified claims.
Scoring an account without showing the reasons.
Collecting more research than the seller can use in discovery.
Frequently asked questions
Can I use this template for a different industry?
Yes. Replace the role, input, rule set, output, reviewer, and prohibited actions. Keep the first workflow bounded and inspectable.
When should I use production data?
After the structure works with safe examples and the required permissions, security, retention, and review controls are in place