# Account research brief

Researches an account on the open web — its own site and recent news — and sends you a brief: what it does, what changed, and why it might need you now. Every fact quotes its source; inferences and unknowns are labelled as such.

Category: Research. For: Sales, Founders, Marketing.

## What it's for

Know what's true about an account, what's a guess, and what nobody knows yet, before reaching out.

Suited to:

- Account executives preparing outreach
- Founders researching target accounts

## What you get

- A research brief on the account: facts with their sources, inferences, unknowns, ranked by fit
- A message to you with its summary

## When it runs

- When you run it
- When a strong signal fires on an account

## What it uses

- Public web pages
- Your Closefinch records

When you run it yourself, you choose (an event fills these in):

- Account
- What to focus on (optional) (optional)
- Who gets the brief (a teammate; default: whoever started it) (optional)

## Its steps

1. Research
2. Send the brief

## Approvals

Reads public web pages and news; writes only the brief inside the platform and a message to you. Nothing is sent outside.

## Checked before release

The template's eval suite must pass these:

- Labels facts only with quotes found in their sources
- A page can't send the research elsewhere
- Starts from a strong signal through a trigger

## Questions

**Where does it look?**

The account's own website (from its domain on the record) and news through GDELT, which is free. With a Serper or Brave key it also searches the wider web.

**Can it make things up?**

A fact must quote its source word for word, and the quote is checked; anything it can't quote is labelled an inference or an unknown.

**What about robots.txt?**

It's honoured, and pages are read at most one a second per site.

Use this template: https://app.closefinch.com/app/agents/templates/account-research-brief (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).