← All use cases

Sales & CRM · Sales

Prospect research workflow

Relevance AILow-codeOfficial exampleAffiliate

Setup time: ~45m (estimate) · Tools: Relevance AI

Affiliate disclosure: Relevance AI has an affiliate program. BulletinAI may earn a commission from tool links on this page in the future. Links below are currently plain links (no affiliate IDs).

Playbook

  1. Follow the prospect research guide.
  2. Configure research sources and output fields.
  3. Run on your prospect list.

Source & credit

Originally shared by Relevance AI docs: https://relevanceai.com/docs/guides/sales/prospect-research-use-case

Agents: fetch this entry as JSON from /api/usecases.json (id: 54-prospect-research-workflow).

5 new agent use cases, every week

Free newsletter. No spam.