Research an inbound lead
Turn a company, website or email into a one-page brief before your call.
AI lead research turns a name and a domain into a briefing you can act on. Paste in a company, a website or a person's email, and this workflow builds a one-page brief before your call: what the company does, who you're talking to, why they probably signed up, and what to ask first.
What does this workflow do?
The agent researches the company on the web and LinkedIn: what they sell, headcount, funding, recent news and hiring signals. It looks up the person who reached out and their role.
Then it does the part a generic research tool can't. It checks your own knowledge. Has anyone at your company talked to this account before? Is there an old thread in Slack, a note in Attio or HubSpot, an email exchange from last year? The brief includes that history, so you never open a call by asking questions a colleague already answered.
The output is a one-page brief: company snapshot, the person, likely buying motivation, prior contact history, three tailored talking points and three questions to ask.
How does it work?
- You give it a lead. A company name, a URL or an email address. Run it from the dashboard whenever a lead comes in, or schedule a daily run that briefs every lead added to Attio or HubSpot since yesterday.
- The agent researches externally. Company website, LinkedIn, recent news, job postings and funding data.
- It checks internal history. It searches your connected tools for earlier touchpoints with the account, filtered by what you're allowed to see.
- It asks a colleague when the record is unclear. If it finds a stale deal owned by someone on your team, it can send them an information request: "Anna, you talked to Acme in March. Anything Jonas should know before his call?" Her answer lands in the brief.
- It delivers the brief. To Slack, to the deal record in Attio or HubSpot, or both.
What makes this different from other lead enrichment tools?
Enrichment tools give every rep the same firmographic data. This workflow also knows what your company knows. Prior conversations, a churned trial two years ago, a founder your CEO met at a conference. That context lives in your Slack and CRM, and Agentwork retrieves it with per-user permissions intact.
The workflow also has memory. When you correct a brief or tell the agent your team doesn't care about funding rounds but does care about tech stack, the next brief reflects that. It gets sharper the more your team uses it.
Works with
Web, LinkedIn, Attio, HubSpot, Slack, Gmail. Trigger it on demand, or schedule a daily sweep of new leads in your CRM.
Frequently asked questions
Can this workflow brief new leads without me running it?
Yes, on a schedule. A daily run picks up every lead added to Attio or HubSpot since the last run, researches each one and attaches the brief to the deal record.
What sources does the agent use for lead research?
Public sources (the company website, LinkedIn, news, job boards) plus your internal tools (CRM records, Slack threads, email history). Internal retrieval respects each user's permissions, so a rep only sees history they have access to.
How is this different from Clay or Apollo?
Clay and Apollo are stronger for bulk enrichment across thousands of records; if you need waterfall enrichment at list scale, use them. This workflow is built for depth on a single lead: external research combined with your company's own history and a call-ready brief, delivered where you work.
Can I change what goes in the brief?
Yes. The template ships with a default structure, and you edit the steps and the brief format before publishing. The workflow also learns from feedback, so corrections stick.
What happens if the agent finds conflicting information?
It flags the conflict rather than guessing. If your CRM says 50 employees and LinkedIn says 200, the brief shows both with sources, and the agent can ask the account owner to settle it.