AI AGENTS

On-Demand Company Dossier from a Slack Request

Mention a company name in Slack and an agent researches its primary sources across the web, drafts a structured dossier.

CategoryAI Agents
Enginepaperclip
Difficultyintermediate
Triggerchat
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerSlack command with company nameSlack
  • ActionSearch company sourcesExa
  • ActionCrawl site + top resultsFirecrawl
  • LogicCheck source coverage threshold
  • ActionSynthesize cited dossierOpenAI
  • OutputReply in Slack threadSlack

What it does

An analyst types a company name in a Slack channel; the agent returns a one-page dossier — what the company does, recent moves, funding or financials it could verify, and open questions — every claim backed by a primary source it actually fetched and read.

When to use it

For deal teams, partnerships, and sales engineers who need a fast, sourced read on a company before a call. Replaces 30 minutes of tab-hopping with a single Slack message and a cited answer.

How it works

  1. 1A Slack slash command or mention with a company name triggers the run.
  2. 2Exa searches for the company's site, recent news, and official posts, returning candidate URLs.
  3. 3Firecrawl crawls the company's homepage and the top sources into readable text.
  4. 4The agent (OpenAI) synthesizes a dossier with sections for overview, recent developments, signals, and unknowns, attaching a citation to each claim.
  5. 5A logic step confirms at least the minimum sources were read; if too thin, it asks for more search depth.
  6. 6The dossier is posted back as a threaded Slack reply with collapsible source links.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect SlackChannels, DMs, threads, mentions.
  2. 2
    Connect ExaNeural search across the web.
  3. 3
    Connect FirecrawlCrawl, scrape, structured extract.
  4. 4
    Connect OpenAIModels, embeddings, files.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.