A workflow for using agents to research prospects and draft notes while keeping human approval between research and outreach.
Why operators should care
Saves research time while preserving human judgment before outreach.
Workflow shape
A reviewed prospect research packet with fit notes, risk notes, and a human-approved next action.
Running cost: Depends on the agent subscription and any research data sources already used by the operator.
Setup estimate: 45 minutes.
Difficulty: intermediate.
- Tool needed: browser agent
- Tool needed: spreadsheet
- Tool needed: CRM export
Steps
- Define the fit signal: List the public signals that make a prospect worth researching before the agent opens a browser.
- Collect source notes: Ask the agent to gather public evidence and write short notes with URLs instead of outreach copy.
- Review before action: Require a human to approve fit, risk, and next action before any outreach or CRM update occurs.
Checks and risks
- Quality check: Every prospect note includes a source URL.
- Quality check: No message is sent automatically.
- Failure mode: The agent invents a fit signal.
- Failure mode: The workflow drifts from research into automated outreach.
- Risk: outreach policy violations
- Risk: invented prospect signals