
Overview
This tools was triggered from a CRM via an API call to Relevance AI to run an Agent I created called Ralph, the Research Assistant. It Used a combination of tools to search the web and LinkedIn to get results on the contacts name, job title, and company. It then summarized these results into a markdown biography and send them back to the CRM to be added to the contact.
Results & Impact
About 60 minutes of research time taken down to about 60 seconds.
Implementation Details
This solution was deployed in Go-to-Market: Market & Customer Insight, focused on understanding customer needs and market dynamics.
Tools & Methods Used:
- Relevance AI platform for agent-based automation