Brief me on a company before a call
Give Minda a company name before a call, and your agent writes a brief with the news of the last 90 days and three talking points. It is a ready-made workflow in Minda Super Intelligence, and you can change any step before you save it. It runs in the Minda app on your computer while Minda is open.
It runs in the Minda app: Automations → Templates → Brief me on a company before a call. Minda Super Intelligence for Windows is coming soon.
- Leads, orders and customers
- The web
The run finished
What you get
A brief on demand You run it with a company name when you need it, from Run now or from the chat.
News of the last 90 days The agent reads what the company does, its size, recent news and any change in leadership.
Three talking points Each talking point comes with a link, so you can check where it came from.
Answer in Tasks The brief waits in Tasks, and a notice tells you the agent is researching.
Why use this?
Before a sales call you want to know what the company does and what changed lately. Run this with a company name and your agent reads up on it: the business, its size, the news of the last 90 days and leadership changes. It ends with three talking points, each with a link.
What it does
Press Run now with a company name and your agent researches what it does and its recent news.
- Works with
- The web
- Runs
- On your computer, while Minda is open
- Needs
- A saved agent
- You fill in
- [Agent]
How it works
- WhenOnly when you run it
- Then 1Start the agent “your saved agent”Research the company named in What it was given: what it does, its size, news of the last 90 days, leadership changes, anything a seller should know, and three talking points, each with a link. Answer in Tasks.Read only: it cannot click, type or send. The answer waits in Tasks
- Then 2Post a noticeResearching the companyThe brief is in Tasks.
At most 20 runs an hour
Who is it for?
Sellers before a call You want a quick brief on a company before you pick up the phone.
Founders meeting partners You meet new companies often and want their recent news in one place.
Frequently asked questions
How do I give it the company?
Press Run now and type the company name, or ask the chat to run it with a name. The agent reads that name as its input.
What does the brief hold?
What the company does, its size, news of the last 90 days, leadership changes, anything a seller should know, and three talking points with links.
Does it start by itself?
No. It runs only when you run it, so nothing happens until you press Run now or ask the chat.
Does it contact the company?
No. The agent only researches and writes in Tasks. It sends nothing to anyone.
What do I fill in?
The saved agent that does the research. The company name is given each time you run it.
Use this template in the Minda app
It runs in the Minda app: Automations → Templates → Brief me on a company before a call. Minda Super Intelligence for Windows is coming soon.
Last updated