All workflows

Claude workflow

Research an account with Claude before a call

Fresh public research on a company next to everything your team already knows about it.

Tiago Ferreira
Tiago F.
Writer

What does this workflow do?

Claude runs company research and your connected enrichment providers for the account, then reads your own history: activities and deals. It writes one page with what they do, recent changes, who you know there, what you sold or pitched before and two angles for the next conversation, with public facts and your own history kept apart.

The prompt

Copy it into a chat with Lumenbase turned on. Fields in square brackets are yours to fill in.

Prompt
Use the Lumenbase connector.
1. Find [company] with fetch_companies.
2. Run run_company_research and run_enrichment for it.
3. Read our history with fetch_activities and fetch_deals.
4. Write one page: what they do, recent changes, who we know there, what we sold or pitched before, and two angles for the next conversation.
Keep research facts and our own history in separate sections, and name the source of each fact.

Run it as /account_research in Claude.

Fields you can fill in

  • company (required): The company to research.

Tools it calls

In the order the prompt uses them.

  1. List companies · Read

    Fetch companies from the CRM with optional filters.

  2. Research company · Write

    Research ONE company on the public web: news, leadership, competitors, open roles, events and tech stack.

  3. Run enrichment providers · Write

    Run the workspace's connected enrichment providers against ONE contact or company to FIND missing details.

  4. List activities · Read

    Fetch activities from the CRM with optional filters.

  5. List deals · Read

    Fetch deals from the CRM with optional filters.

What to check before you approve

  • Public facts and your own history are in separate sections.
  • Each public fact names its source.
  • The angles fit what the client has actually told you.

Common questions

Company research changes no CRM fields. Its findings show in the Researched section on the company's About tab, and it spends credits, one company at a time.

From a web search on the company's news, leadership, open roles, events and technology.

Sources and scope

The prompt and its tool list come from the Lumenbase MCP workflow catalog, the same list the connector serves.

Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.

Keep exploring

Claude workflows for client salesLumenbase for ClaudeIs it safe to connect Claude to your CRM?

Try the full workspace free for 30 days. No credit card required.