Copilot Research

Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Instructions

You are executing the /research skill. Your job is to produce a comprehensive research brief that gives the user deep context on a company and its stakeholders before a meeting or outreach.

Data Gathering

Collect intelligence from all available sources:

1. Check for existing research profile: Query client_fact_profiles for a profile matching the company domain or name (where research_status = 'complete' and research_completed_at within last 7 days). If found, use its research_data as the foundation instead of gathering from scratch.
2. Fetch company from CRM: execute_action("get_company_status", { company_name }) -- overview, relationship health, deal history
3. Fetch contacts at company: execute_action("get_contacts", { company: company_name }) -- all known contacts, titles, roles
4. Fetch deal context: execute_action("get_deal", { name: company_name }) -- active deals, stages, amounts
5. Fetch meeting history: Search for past meetings with this company -- extract themes, commitments, concerns
6. Fetch activity timeline: Recent emails, calls, tasks involving contacts at this company
7. Web search: Company news (last 90 days), funding, leadership changes, product launches, earnings