Review company fit and draft factual outreach

Text exercise: Provide test companies, public information and product-fit criteria. List dated evidence, matches and unknowns, then draft factual outreach.

Execution environment and usage

AI / software

Text chat (ChatGPT, Claude or Gemini)

Where to operate

Text chat such as ChatGPT, Claude or Gemini, adapted to supplied inputs

Getting started

  1. For example, open claude.ai and start a new chat where the location, account and usage conditions permit.
  2. Paste the prompt below and its de-identified text inputs. Provide test companies, public information and product-fit criteria.
  3. Check the output against the original inputs; a draft does not connect or operate the original automation service.

Setup and plan requirements

Complete authorized text, synthetic records, field definitions or rules specified by the exercise. URL-only inputs require a page-reading tool. This chat route uses already-obtained text or excerpts. Later checks of pages, files or test results require separate human inspection; mark missing results unverified.

Prompt portability limits

Portable as an adapted draft/analysis exercise, not equivalent functionality or output to the original automation.

Usage limitations

Historical stack: Make scenario/agent + company-research sources + draft outreach; CRM if separately authorized. Not hands-on tested. Check current version, plan, regional and integration permissions; a prompt does not configure the workflow.

Environment sources

適用情境 / When to use

Provide test companies, public information and product-fit criteria. List dated evidence, matches and unknowns, then draft factual outreach. This review adaptation of a Make workflow does not send messages or update a CRM. Make’s official account introduces Francisco de Brito Fontes’s workflow demonstration for researching leads and preparing outreach drafts.

步驟 / Steps

  1. Prepare fictional companies or authorized public business information, product-fit criteria and a test workspace.
  2. Map evidence to user-defined company criteria, retaining sources and check times.
  3. Verify similarly named firms, freshness and unknown fields before a salesperson decides whether to contact them.

提示詞 / Prompt

Assess [test companies and public sources] against [product-fit criteria]. Record company evidence, source dates, matches and unknowns without imposing numerical scores. Draft in [language and tone] using confirmed facts only; guess no addresses, send nothing and make no production CRM changes.

留意事項 / Cautions

  • Do not judge prospects using sensitive personal traits.
  • Do not guess contact addresses, send outreach, create meetings or alter production CRM.

來源限制 / Evidence limits

The vendor tutorial gives no sales outcomes or accuracy evaluation; connected apps do not establish production readiness.

流程說明 / Workflow note

These steps and prompts are original, untested exercises by this site, not the author’s verbatim workflow. Reported results do not guarantee exercise outcomes.

原始工具組合 / Original tool stack

Make; HubSpot; Slack; Gmail; Google Calendar

Source checked: 2026-10-19

Tutorial: AI-Agent for Lead Qualification & Automated Follow-up