Settings — Research Agent Automation
Overview
The Research Agent Automation runs a custom research prompt whenever a company is added individually to a monitored list. If your CRM is connected, the output is saved as a note on the company.
Fields
| Field | Description |
|---|---|
| Add new automation | Dropdown to select which list to monitor for new company additions |
How it works
- You select a list to monitor.
- When a company is added to that list individually (not via bulk export), the Research Agent runs your custom prompt.
- The research output is generated and, if CRM is connected, saved as a note on the company in your CRM.
Related guides
- Exporting to Your CRM — CRM integration and automation
- Setting Up the Prospecting Agent — Related AI automation
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