Prospect Research Brief

Published by Oasis

Pre-call prospect research

Walk into the call armed with the prospect's own words. It pulls their career arc, what they've said publicly, what's genuinely changed at their company, and what your CRM already knows about the relationship. Verbatim quotes are prioritised over company boilerplate, because a line they actually said is what a seller can use in the room.

Published by Oasis Platform · Free to add

Connects with

Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.

ExaExaRequired
FirecrawlFirecrawlRequired
ApolloApolloRequired
HubSpotHubSpotRequired
SalesforceSalesforceRequired

How it runs

FoundationOpenAI Agents
ModelGPT-5.6 Sol
ReasoningHigh effort
Per runUp to 40 turns
MemoryLearns across runs
BrowsingCan read the web
CategorySales & Marketing
ResearchSalesProspect

What happens when you add it

  1. 1

    It lands in your Oasis

    Prospect Research Brief is created in your workspace with its instructions and settings already filled in.

  2. 2

    You connect its apps

    Sign in to Exa and Firecrawl once and it has everything it needs.

  3. 3

    You make it yours

    Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.

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Put Prospect Research Brief to work today

Add it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.