# AI research agent — case study

> Give it a company or a lead, and the agent gathers public data, builds a short profile with industry, size and likely needs, and writes it straight…

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Sales & CRM

# AI research agent

Give it a company or a lead, and the agent gathers public data, builds a short profile with industry, size and likely needs, and writes it straight into the CRM card before the first call.

## Engagement

Industry

Sales & CRM

## About the product

Give it a company or a lead, and the agent gathers public data, builds a short profile with industry, size and likely needs, and writes it straight into the CRM card before the first call.

## What we did

-   Give it a company or a lead, and the agent gathers public data, builds a short profile with industry, size and likely needs, and writes it straight into the CRM card before the first call.

## Stack

-   N8N
-   Claude
-   Web search
-   CRM API

## Similar problem?

This work came out of the direction below.

-   [AI Automation & AgentsThe work your team keeps doing by hand, done by software instead.](/services/ai-automation/)