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Run the Company Research Agent on new target accounts and write structured outputs to properties

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Company14 stepsUpdated for HubSpot seat pricing
OutcomeEach new target account gets four researched facts written to four typed properties, so account lists can be filtered and reported on agent findings and not only read as free text.
Workflow mapai-agents-008
Company flagged as target account leads to Run agent Company Research Agent with domain. Run agent Company Research Agent with domain leads to Summary output known. Summary output known leads to No: Set status failed and create manual research task; Yes: Write four outputs to four properties. Write four outputs to four properties leads to Offering and employee estimate known. Offering and employee estimate known leads to Yes: Set status complete and notify owner; No: Set status partial and create task. No Yes Yes No Company flagged as target account Run agent Company Research Agent with domain Summary output known Set status failed and create manual research task Write four outputs to four properties Offering and employee estimate known Set status complete and notify owner Set status partial and create task
Company flagged as target account leads to Run agent Company Research Agent with domain. Run agent Company Research Agent with domain leads to Summary output known. Summary output known leads to No: Set status failed and create manual research task; Yes: Write four outputs to four properties. Write four outputs to four properties leads to Offering and employee estimate known. Offering and employee estimate known leads to Yes: Set status complete and notify owner; No: Set status partial and create task. No Yes Yes No Company flagged as target account Run agent Company Research Agent with domain Summary output known Set status failed and create manual research task Write four outputs to four properties Offering and employee estimate known Set status complete and notify owner Set status partial and create task

When to use it, when not to

Use it

  • Use it when the team adds target accounts every week and someone researches each one by hand to fill the same few fields.
  • Use it when you need the result in properties: a number you can filter, a checkbox you can segment on. That is what the Structured data output of Run agent is for.
Read more on when to use itShow less

Skip it

  • Do not use it when a text brief is enough. A Text response output written to one property is simpler, and reporting-alerts-050 covers the three trigger patterns for that.
  • Do not use it on the whole company database. Run agent is limited to 500 executions per day, and each run spends credits. Target accounts only.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 11 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 14 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 6

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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