Build a Prospect Research Brief Using Web Search and Apollo Data

Before an account executive calls a prospect, the agent searches the web for company news and competitive positioning, cross-references Apollo for contact details and org structure, and compiles a pre-call research brief.

How the workflow runs

The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.

  1. 1

    Pull contact and account data from Apollo

    Search Apollo for the target contact and account to retrieve role details, firmographics, technographics, and current pipeline stage.

    • apolloio:search_contacts
    • apolloio:search_accounts
    • apolloio:search_organizations
  2. 2

    Research the company online

    Search the web for recent news about the company, including funding rounds, product announcements, leadership changes, and competitive moves. Extract full content from top results.

    • metorial-search:webSearch
    • metorial-search:getWebContent
  3. 3

    Compile the pre-call brief

    Combine Apollo data and web research into a structured pre-call brief covering company background, recent news, contact profile, and recommended talking points.

Integrations used in this scenario

apolloio

Search Contacts

Find the target contact and retrieve their role, seniority, and account association.

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apolloio

Search Accounts

Pull account-level data including industry, employee count, and stage.

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apolloio

Search Organizations

Retrieve firmographic and technographic data from Apollo's company database.

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metorial-search

Web Search

Search for recent company news, product launches, and executive changes.

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metorial-search

Get Web Content

Extract full content from the most relevant articles and press releases.

View details

Connected systems

Integration

Metorial Search

Search the web and fetch readable content from selected pages. Built for fast discovery and content extraction.

View Metorial Search

Integration

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

View Apolloio

Expected outcomes

Outcome 1

AEs enter every call with a current, relevant research brief

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 2

Research time per prospect drops from 30 minutes to under 5

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 3

Outreach is more personalized, improving connect and conversion rates

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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How Metorial powers this scenario

Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like build a prospect research brief using web search and apollo data into something you can deploy quickly, safely, and at scale.

Fast

Ready for your entire team

Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.

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Secure

Guardrails on every action

Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.

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Enterprise

SSO, policies, and audit trails

Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.

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Team ready

Reusable across your org

Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.

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Products behind this workflow

The Metorial products that connect, govern, and observe this scenario.

Connectivity

Integrations

Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.

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Connectivity

Magic MCP

A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.

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Identity

Access Control

Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.

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Governance

Protoguard

Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.

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Observability

Tracing

A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.

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Governance

Portals

Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.

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Built for your whole team

However you adopt AI, Metorial has a path for connecting it safely.

Solution

For Agents

Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.

Agents solution

Solution

For Enterprise

SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.

Enterprise solution

Solution

For your Workforce

Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.

Workforce solution

Build this workflow with your own tools

Metorial gives teams one governed layer for connecting integrations to real production work.