DigiTeam Labs
MODULE · CREATIO · RESEARCH

Research and meeting prep in Creatio

Turns a brief into a vetted target list or a meeting brief, linked to the records in your Creatio.

Used in these recipes

Solution

From a brief or an upcoming meeting, the agent plans the research, gathers what is known in Creatio and public sources, and vets the result. The brief lands on the record in Creatio for the owner to review; after the meeting, the recap goes back to the same record. Works with Creatio, your calendar in Outlook or Google, company registers such as Companies House or SEC EDGAR, and data providers such as ZoomInfo or Cognism.

The model

Plans the research and writes the brief.

Code

Gathers from Creatio and the sources you allow, vets the facts and links the brief to the right records.

A practitioner

The owner reviews the brief before the meeting.

On Creatio, we build it with: Creatio.ai sales agents · Customer 360 · AI Studio agent — see Creatio's built-in AI agents

Reference architecture

From a brief to a vetted list or meeting brief, linked to Creatio

Research and meeting prep · Creatio · reference architecture

SystemsCreatio + yours
Modeljudges
Codedecides
Practitionerapproves
vettedbrief readyafter the meeting
Brief or meeting calendar · account in Creatio Creatio
Plan the research sources · fit criteria DigiTeam
Research web · filings · CRM history Creatio agent
Vet the findings every claim has a source DigiTeam
Brief in Creatio target list · meeting brief Creatio
Owner reviews before the meeting Creatio
Meeting recap fields · follow-ups DigiTeam
  1. Systems · Creatio + yours Brief or meeting calendar · account in Creatio Creatio
    • → Plan the research
  2. Code · decides Plan the research sources · fit criteria DigiTeam
    • → Research
  3. Model · judges Research web · filings · CRM history Creatio agent
    • → Vet the findings
  4. Code · decides Vet the findings every claim has a source DigiTeam
    • → Brief in Creatio vetted
  5. Systems · Creatio + yours Brief in Creatio target list · meeting brief Creatio
    • → Owner reviews brief ready
  6. Practitioner · approves Owner reviews before the meeting Creatio
    • → Meeting recap after the meeting
  7. Code · decides Meeting recap fields · follow-ups DigiTeam
  • Creatio
  • Creatio agent
  • Marketplace
  • DigiTeam

Key deliverables

  • Research plan from a brief or a calendar meeting.
  • Research agent working from Creatio and the public sources you allow.
  • Vetting: facts checked and sourced before anything reaches the brief.
  • Brief on the record in Creatio: account, contact or opportunity.
  • Meeting recap back on the same record.

Results

~90% of research steps automated, no loss in quality.

Asked for by 8 teams, delivered for 3.

Results come from this module as we've delivered it, across platforms. Your Creatio version is adapted to your setup.

PILOT

Start with one kind of meeting.

One kind of meeting or target list, live in your Creatio, with a fixed scope. Sources, the brief format and who reviews are settled before we build.

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