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Research Doc

Account research

Build a one-page account brief before every prospect call — news, hiring, tech stack, and recent activity in CRM context.

Eluu — account-research
Shown in preview
HubSpot Notion Google Sheets
Runtime ~45s per brief
Tokens ~6K per brief
Owner a sales colleague

Works with

Pick whichever tool your team already uses.

  • CRM
    HubSpot Salesforce Pipedrive Attio Close
  • Spreadsheet
    Google Sheets Excel Airtable
  • Docs
    Notion Google Docs Coda
HubSpot
HubSpot Pull CRM history
Google Sheets
Web + signals Public signals
Notion
Notion Save brief

What it does

Most reps open a call cold or with a 30-second LinkedIn skim. This recipe pre-fills the brief — news, hiring, tech stack, and the CRM history the rep already paid for — and drops a one-pager in their DMs 15 minutes.

How it works

  1. Watch the calendar. A calendar watcher matches upcoming meetings with an external attendee.
  2. Enrich from CRM. The colleague matches the attendee’s email domain to the CRM company record and pulls deal stage, recent activities, and the last logged call notes.
  3. Layer in fresh signals. It searches news, hiring posts, and public job ads from the last 30 days for the company — funding, exec movement, product launches, team growth.
  4. Compose + ship. The brief lands in Notion under the account’s page, and the rep gets a Slack DM with the link minutes before the call starts.

Setup

  • Connect a CRM (HubSpot, Salesforce, Pipedrive, Attio, or Close).
  • Connect a docs surface (Notion, Google Docs, or Coda).
  • Pick the rep’s primary calendar and the lead time before each call (default 15 min).

Variations

  • Swap the brief into a roll-up of every call on the rep’s calendar.
  • Add competitor-mention scanning — flag if the prospect just signed a deal with a competitor.
  • Auto-suggest 3 discovery questions based on the deal stage and recent signals.