Short answer: Research each prospect on the calendar and prepare a one-page brief. A human approves anything that is sent, paid for or deleted.

Lead research before calls

Role: Sales

Key facts

Goal
Research each prospect on the calendar and prepare a one-page brief.
Inputs
Access to the relevant inbox, calendar, files or sites
Human check
Approve anything that is sent, paid for or deleted
Agent type
business agent

How do you set it up?

  1. Define the outcome and limits
  2. Connect the tools the agent needs
  3. Let the agent draft the work
  4. Review and approve
  5. Schedule it to repeat

Which agents can you explore?

Grok Bot

business agent

Always-on agents ('AI teammates') with their own cloud computer that sign into your tools and work across apps and inboxes.

OpenAI Dots

business agent

Always-on agents powered by GPT-6 Astra, each with its own cloud computer, working towards your goals 24/7.

Claude Cowork

business agent

Agentic workspace for non-coding knowledge work: give it a goal and it works across your files and tools.

This is an idea template, not a vendor-tested claim. Check each agent’s capabilities on its own site.

Frequently asked questions

What does the “Lead research before calls” use case do?

Research each prospect on the calendar and prepare a one-page brief.

Does a human need to approve anything?

Yes. Approve anything that is sent, paid for or deleted.

Which type of agent fits?

A business agent; see the agents listed on this page.

Related use cases

Updated