Prospect Research Assistant

The System: This automation triggers when a high-value prospect books an upgrade or consultation through TidyCal (can also work with Calendly). It automatically researches their company, analyzes their business needs, and creates a comprehensive pre-call brief to help you have more informed, valuable conversations.

[[Available Soon]]

Research Sources:

• Company website: Scrape homepage, about page, services/products

• Recent news: Google News API for company mentions and industry trends

• Social media: LinkedIn company page and recent posts

• Tech stack: BuiltWith API to identify current tools and potential integration opportunities

• Competitor analysis: Quick overview of their competitive landscape

AI Analysis:

• Synthesizes research into key talking points

• Identifies potential pain points based on industry/company size

• Suggests relevant solutions from your website and case studies

• Creates conversation starters and discovery questions

Delivery:

• Comprehensive brief saved to Notion workspace

• Slack notification with executive summary

• Calendar event updated with research highlights

Key Implementation Details:

TidyCal Integration Strategy:

We use TidyCal by AppSumo, rather than Calendly. But this can easily be adapted to a Calendly workflow. Since TidyCal does not currently offer native webhook support, I've implemented a polling approach that checks for new bookings every 5 minutes. This is actually better for my use case because:

• More reliable than webhooks for critical business processes

• Easier to debug and monitor

• Works immediately without waiting for TidyCal to add webhook support

Smart Filtering Logic:

The automation only triggers prospect research for high-value bookings:

• Business Consultation bookings

• Strategy Call bookings

• Discovery calls

• Filters out routine/low-value appointments automatically

Multi-Source Research Pipeline:

1. Google Search API: Finds official company website

2. News API: Recent company mentions and industry trends

3. BuiltWith API: Current tech stack analysis for integration opportunities

4. Website Scraping: Company services, mission, and business focus

5. AI Analysis: Synthesizes all data into actionable insights

Intelligent Prioritization:

• Deep Research: Enterprise clients, high-budget projects, strategy calls

• Detailed Research: Substantial project descriptions

• Standard Research: Regular consultation bookings

Multi-Channel Delivery:

• Notion Database: Comprehensive research brief with structured data

• Slack Alert: Executive summary for immediate team awareness

• Airtable CRM: Full prospect record for sales pipeline management

This automation will give you a huge competitive advantage by arriving at every high-value prospect call fully prepared with company insights, conversation starters, and tailored solution recommendations.