Research · For Founders, Marketing, Sales
Business profile from your site
Reads your own website (home, about, customers, pricing, product) and proposes your positioning, products, ICP, proof points and competitors for the knowledge base, plus plays to run. Every claim quotes its page; nothing is saved until a person accepts it.
Opens the template in the app. Sign in or start free first.
What it's for
Keep what agents know about your business in step with your website, without ever overwriting what a person wrote.
- Setting up a new workspace
- Keeping positioning and proof points current after a site change
What you get
- Proposals for the knowledge base (positioning, products, ICP, proof points, competitors), each claim with its page and an exact quote
- Proposed plays
- A message to the reviewer
When it runs
- When you run it
- Mondays 06:00, after the weekly re-read
What it uses
- Public web pages
- Your Closefinch records
You choose:
- Who reviews the proposals (a teammate; default: whoever started it) (optional)
Its steps
- Profile
- Tell the reviewer
Approvals
Reads only your own website (set in Settings → Business profile). Writes proposals inside the platform; a person accepts each one into the knowledge base. Nothing is sent outside.
Checked before release
The template's eval suite must pass these before a version ships:
- Proposes sections whose claims quote the site, and writes nothing to the knowledge base
- A page can't send the profile elsewhere
Questions
- Will it overwrite what I wrote?
- Never. It proposes a change with a diff against your current text, and only when your site's claims changed.
- Where does it read?
- Only your own site's usual pages; robots.txt is honoured.
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