In this video walkthrough, we demonstrate how to build an automated research system that activates whenever a new deal is created in Attio CRM, delivering comprehensive company intelligence automatically.
Key features of the automated research workflow include:
• Company overview and GTM analysis based on website content
• Technology stack detection for understanding technical maturity
• Automated case study collection and analysis
• Real-time news monitoring and filtering
• LinkedIn insights including employee count and growth metrics
• Structured output to both Notion and Attio for easy sharing
The system leverages modular workflows in AirOps to handle complex tasks like case study aggregation, LinkedIn profile matching, and news filtering using AI. By breaking down these components into reusable modules, the system remains maintainable and extensible while delivering consistent results.
This solution is particularly valuable for sales teams, business development professionals, and account executives who need comprehensive company research but want to eliminate manual research time. The automated output can be used both internally and shared with prospects to demonstrate thorough preparation and technical capabilities.
