Pre-discovery brief
A sourced one-page brief on the account and the people before a booked discovery call. Every claim is sourced or marked unknown, and a person approves it first.
Owner: research_lead
How it runs
- You name the account and the call.
- research_desk researches that one account and returns facts with sources.
- research_lead turns them into a one-page brief: the account, the people and what to ask.
- research_evidence_reviewer checks every material claim against its source. Anything without one is marked unknown.
- You approve the brief before anyone uses it.
What waits for you
- The brief itself, before anyone uses it
Roles involved
Apps it can use
The steps show how the roles in our template divide the work. Your setup is agreed with you. Pricing: talk to us. Book a demo.
Also as Markdown for AI agents.
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