# Pre-discovery brief workflow

> How Koshra's research_lead prepares a sourced one-page brief on an account and its people before a discovery call, with every claim sourced or marked unknown.

Canonical: https://koshra.com/workflows/pre_discovery_brief
Last updated: 2026-11-02

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](https://koshra.com/roles/research_lead)

## How it runs

1. You name the account and the call.
2. research_desk researches that one account and returns facts with sources.
3. research_lead turns them into a one-page brief: the account, the people and what to ask.
4. research_evidence_reviewer checks every material claim against its source. Anything without one is marked unknown.
5. You approve the brief before anyone uses it.

## What waits for you

- The brief itself, before anyone uses it

## Roles involved

- [research_lead](https://koshra.com/roles/research_lead)
- [research_desk](https://koshra.com/roles/research_desk)
- [research_evidence_reviewer](https://koshra.com/roles/research_evidence_reviewer)

## Apps it can use

- [Firecrawl](https://koshra.com/integrations/firecrawl)
- [Scrapling](https://koshra.com/integrations/scrapling)
- [Google Calendar](https://koshra.com/integrations/google_calendar)
- [HubSpot](https://koshra.com/integrations/hubspot)

The steps show how the roles in our template divide the work. Your setup is agreed with you. Pricing: talk to us.