WORKFLOWS

One data layer. Built around your question.

299M+ contact records. 25M+ company records. Put company and people context to work in account research, talent mapping, and enrichment.

7Research workflow examples 4Fictional company records API · MCPScoped workspace access
Forma Labs, Maya Chen, and the Sales department form a fictional connected example.fMCForma LabsMaya ChenSales

299M+ contact records. 25M+ company records. The worked examples use fictional records.

What are you trying to get done?

GTM AGENCIES

One brief. A shortlist your team can review.

Translate client criteria into account and people searches. Organize the research in named lists, keep qualification notes shared, and review contact costs before access.

Explore agency prospecting

Sales & revenue

Define the accounts that fit your market, then focus on professional roles, seniority, and contact availability.

WHAT THE WORKFLOW INCLUDES
  • Start with: A company domain or target account profile.
  • Find relevant accounts and professional roles.
  • Leave with: A focused account and professional research brief.
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Recruiting & talent

Use professional titles, functions, seniority, and geography alongside company industry and size to frame a focused talent market.

WHAT THE WORKFLOW INCLUDES
  • Start with: A role brief and target company profile.
  • Map companies for a talent search.
  • Leave with: A focused professional and company research set.
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Investing & research

Compare a company cohort against one research thesis, keeping financial and growth evidence gaps visible.

WHAT THE WORKFLOW INCLUDES
  • Start with: A sector thesis and inclusion criteria.
  • Build a company cohort around a thesis.
  • Leave with: A market matrix and evidence backlog.
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Product & AI builders

Define a question, inspect the implemented tool input, and keep source evidence alongside the agent’s answer.

WHAT THE WORKFLOW INCLUDES
  • Start with: A bounded user task and an input schema.
  • Design company context into an AI product.
  • Leave with: A fictional tool call and inspectable result view.
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Competitive intelligence

Build a consistent view of comparable companies. Compare markets, locations, and team sizes, then identify the product and positioning questions that need deeper research.

WHAT THE WORKFLOW INCLUDES
  • Start with: A comparison cohort and overlap hypothesis.
  • Structure a competitive research brief.
  • Leave with: A side-by-side study with research gaps.
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RevOps & CRM enrichment

Design an enrichment workflow that adds company context to incomplete account records. Keep source data, existing CRM values, and unresolved fields separate.

WHAT THE WORKFLOW INCLUDES
  • Start with: A domain and the existing account values.
  • Review company fields for enrichment.
  • Leave with: A proposed field update with unresolved gaps.
Explore workflow

Make the next conversation
a better-informed one.

Build a company brief with a clear research question, inspectable facts, and an honest list of unknowns.

Create your workspaceBuild a research brief 100 welcome credits for eligible founders. No card needed to create an account.