What it does
Use when a user mentions "AI account research deep dive", "account research agent", "company research workflow", or asks for related help. AI agent autonomously researches a target account — scrapes website, summarizes news, extracts decision-makers, scores ICP fit, drafts an opening hypothesis — and populates the Account record. The Claygent-style deep-research workflow that turns 30 minutes of SDR research into 2 minutes of AI work.
You get
Workflow
Workflow produced by this recipe.
step
Workflow Step produced by this recipe.
How it works
Build the AI Research Workflow
Create WorkflowCreate a workflow
Scrape Company Website
configure_web_scrape_stepConfigure web scrape step targeting the account
AI-Summarize What the Company Does
configure_ai_research_stepConfigure AI research step that takes the scraped content and produces a structured summary: (a) one-sentence company description, (b) primary product/service, (c) ICP signals (target market, stated customer types), (d) recent priorities inferred from homepage / blog (e.g.
Score ICP Fit
configure_ai_research_stepConfigure a second AI step that scores ICP fit using the company summary + a provided ICP definition (industry, size, tech, use cases). Output: numeric 0-100 score + reasoning string (
AI-Draft Opening Hypothesis
configure_write_with_ai_stepConfigure AI write step that produces a draft outreach opener referencing specific findings (not generic). Format: 2-3 sentences referencing a SPECIFIC fact from the research (
Update Account with Research Brief
configure_update_attribute_stepWrite back to the Account record: company_description, primary_product, recent_priorities, decision_makers_inferred (array), competitors_mentioned, fit_score, fit_reasoning, ai_drafted_opening, research_completed_at. The SDR sees a fully-formed account brief without doing any manual research.
Validate and Publish
publish_workflowValidate workflow DAG and publish. Add a daily summary digest of new accounts researched + their average fit scores so SDR managers can audit which accounts AI is flagging as best-fit.
Ready to run this recipe?
Tell Blu what you need. It builds the segment, content, journey, and dashboard in minutes.
Sign up free