Scheduled Research playbook

Your account research
stays current.

Each run of your research agent updates the answers on the record and in the CRM fields you map.

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Where account research goes stale

Not in the first pass. In the months after it.

3 ways it happens

Researched once

An account is researched when it lands, then again only when someone remembers to.

The rep finds out on the call

A new initiative or a reorg comes up for the first time in front of the buyer.

A refresh nobody owns

Updating a territory by hand is a project, so it slips every quarter.

Writing plays when a signal shows is Signal-based Outreach.

The workflow

Your workflow is 1 research agent on repeat

Pick Account Research or Contact Research and the saved view it runs on. There are no conditions and no plays: the answers are the output.

What you get at each step Example
  1. 1Schedule
    Research the enterprise shortlistActive
    Runs the account research agents across the shortlist every weekday morning.
    Audience
    ICP yes, score above 70
    Runs
    Daily at 09:00
    Last run
    yesterday
    Next run
    Tomorrow
  2. 2Account Research
    Account
    Acme Corpacme.com · Score 85
    Research answers
    • Primary tech stackSalesforce, Marketo and Snowflake, per current job posts and the partner directory.24 Jul 2026
    • CRM consolidation programYes. Three RevOps roles posted in the last 30 days name a platform migration, and the November partner release names the same program.24 Jul 2026
  3. 3HubSpotSalesforcePipedriveZohoMicrosoft DynamicsAttioYour CRM
    Map 2 fieldsAccounts
    • Uses SalesforceSalesforce field: EG - Uses Salesforce
    • CRM consolidation programSalesforce field: CRM program notes
The schedule

You choose the cadence and see when it runs next

Run it daily, weekly or monthly. The scheduler lists each automation with its audience, its trigger and its last and next run. Each run spends credits on the accounts it researches.

On the record

Your reps open the account and see what changed

Every research answer carries its date, its evidence and the reasoning behind it. A rep sees what is new since the last run before the next conversation.

In your CRM

The answers reach the CRM fields you choose

Map a research answer to a CRM field and it writes back within about 5 seconds, field by field. It works on all 6 CRMs we support.

What your security team will ask

  • Never used to train models

    Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.

  • Your workspace is isolated

    Each workspace is logically isolated, so your data is never accessible to another customer.

  • You control retention

    If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.

SOC 2 audited. ISO 27001 certified. GDPR compliant. The detail, the sub-processors and the DPA are on Security and trust.

Your material stays yours

Under the MSA, everything you upload and everything the agents produce from it is yours.

SOC 2Audited
ISO 27001Certified
GDPRCompliant

See your territory's research refresh on a schedule

We will walk you through a saved view, the schedule and what a run changes on the record, on a real workspace.

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