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COMPUTER USE / WORKFLOW

Research a business account across sources

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

Before the first run

  • A supplied business identity and research question
  • An approved source scope and requested fields
  • Rules for identity matching and unknown values
ACTION BOUNDARY

Define what the agent can do.

Research and draft preparation only. Discovery of a contact does not authorize messaging, calling, or bulk collection.

The implementation sequence

  1. 01

    Resolve the organization

    Confirm domain, location, and relevant subsidiary or parent context. Avoid merging facts from businesses that share a name.

  2. 02

    Gather scoped evidence

    Visit permitted sources and record only the fields requested. Prefer the organization’s own authoritative pages for claims about its offerings or operations.

  3. 03

    Retain provenance

    Attach the direct URL and retrieval date to each factual field. Mark uncertain, conflicting, and absent evidence explicitly.

  4. 04

    Prepare the brief

    Separate observed facts from editorial inference. A plausible business hypothesis can be useful if labeled, but should not appear as an established fact.

  5. 05

    Review the destination draft

    If a CRM update is requested, show the existing and proposed values with sources. Keep all communication drafts unsent pending separate authorization.

Stop for human approval

Review factual claims and any destination record update. Outreach requires approval of the exact recipient and message.

Approval design principles →

Implementation options

Failure & recovery

  • Wrong subsidiary
  • Outdated source treated as current
  • Unsupported inferred facts
  • Prompt injection in researched pages

What drives cost

  • Sources per organization
  • Identity and evidence conflicts
  • Review and CRM handoff
Estimate your stack cost

Related use cases

RESEARCH NOTES

Sources & verification

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

  1. developers.openai.com/api/docs/guides/tools-computer-use
  2. cheatsheetseries.owasp.org/cheatsheets/LLM_Prompt_Injection_Prevention_Cheat_Sheet.html
  3. docs.stagehand.dev/v4/first-steps/introduction
How we verify evidence →