Role AgentPublic-data, read-only

Lead & Company Research Agent

Build B2B account and company briefs from public LinkedIn and news signals.

Using ChatGPT, Claude Code or another client? See the setup steps

Prepare B2B account briefs before outreach or a sales call from public LinkedIn company pages, posts, job listings and news.

What you get

An account brief: company priorities, targeted hiring evidence, inferred buyer functions, and talking points.

  • Company priorities and recent public posts
  • Targeted hiring evidence and inferred buying-committee functions
  • Company context plus known public profiles when supplied
  • Suggested discovery questions and source gaps
Good for

Who runs this Agent

  • B2B sales and recruiting teams prepping for outreach
  • Account planners who need public company and hiring context
  • Researchers building company briefs from one LinkedIn slug
Run prompt

Paste this into Claude or Codex

The prompt is editable. Replace the brand, market, competitors, or location, then let the assistant call UnifAPI MCP when it needs live public data.

Research this target account from its public LinkedIn company profile and posts, a narrow company-filtered job search, known stakeholder profiles if supplied, and news. Summarize priorities, evidence, inferred buyer functions, coverage gaps, and outreach angles.
Open in Claude
Workflow

From public records to a decision brief

1

Resolve the account

Start from a company slug, profile URL, domain, or account name; the agent chooses the narrowest public-data calls.

2

Gather B2B signals

UnifAPI returns LinkedIn company, job, post, and profile records, joinable with news context through one envelope.

3

Write the account plan

The brief gives evidence, account hypotheses, discovery questions, and follow-up searches — with uncertainty clearly marked.

Skills in this Agent

The concrete tasks Lead & Company Research Agent runs

A Skill is one concrete capability — a run-prompt the Agent executes. Open a Skill for its detailed workflow, expected output, and FAQ.

Use public company, post, job, and profile signals for B2B research.

Account news

Enhanced

Pull recent public news for a target account and convert each event into a dated, sourced outreach hook.

Powered by live APIs

Public-data tools this Agent calls

Agents are the workflow layer. The same live APIs are callable directly for product code, debugging, and custom agent flows.

Related workflows

Use cases this Agent covers

FAQ

Questions about the Lead & Company Research Agent

Scope, billing, public-data boundaries, and how this Agent runs inside your assistant.

It reads LinkedIn's public surface through the UnifAPI catalog — public profiles, company pages, posts, and jobs — under one contract with the URL slug as the path key. It does not log into your account or access private data.

Yes — this Role Agent is scoped to B2B account and company research. For intent-based prospecting on X and LinkedIn, use the Social Selling Agent; for creators, use Influencer Marketing.

It surfaces what is publicly visible and flags gaps for human verification. It is a research brief, not a contact-database scraper.