COMPUTER USE / USE CASE

Computer use for sales research

Build a source-linked account brief and reviewed CRM draft from an explicit research scope.

01Trigger

02Agent

03Browser / desktop

04Human approval

05Outcome

Define the job

Research a supplied business account, collect requested public or authorized facts, and prepare a source-linked brief. If the workflow updates CRM data, preserve the existing value, proposed value, and supporting source for each field.

API FIRST?

Should this use computer use at all?

Use licensed data services and supported CRM APIs when they provide the required information. Use browser reasoning for a bounded research question or an interface gap, not unrestricted contact harvesting.

API vs. computer use →

Architecture options

Research agent with structured output

Evaluate an agent on a small set of approved business sources. Require a URL and observation date for each factual field and an unknown value when evidence is missing.

Deterministic CRM handoff

Send validated fields to a supported import process, or use a known browser flow for draft preparation. Match the destination account using its CRM identifier rather than company name alone.

Failure modes & approval

Where the workflow can break

A subsidiary and parent organization may share branding but require separate records.
A researched fact may be old or apply to a different location.
Content on a researched page may try to redirect the agent to unrelated data or destinations.

Human approval point

Review proposed CRM writes and approve recipients and message content before any outreach. Research access does not authorize contacting the people discovered.

Design the handoff →

Tools to evaluate

Agent & orchestration

Budget the whole workflow

Research depth and source count
Conflicting evidence resolution
CRM record review

Open cost calculator

Implementation playbooks

Migrate records between two browser applications

Use a checkpointed field mapping and destination receipts to make partial completion recoverable.

Research a business account across sources

Produce a dated evidence table and a draft brief without initiating outreach.

RESEARCH NOTES

Sources & verification

Reviewed Sep 27, 2026. Architecture recommendations are editorial analysis; linked vendor documentation supports the underlying capability and safety facts.

How we verify evidence →