Streamline Company Research with Copy.ai

As a research analyst at a high-growth B2B SaaS company, I know firsthand how tedious and time-consuming it can be to put together in-depth profiles on target companies.

The process involves digging through various websites, press releases, LinkedIn, and more to piece together a complete picture.

It's not exactly glamorous work - in fact, it can get downright mundane.

That's why I was so excited to discover Copy.ai that automates a lot of the manual heavy lifting involved in company research.

In this post, I'll walk through exactly how Copy.ai works and share some tips for getting set up based on my team's experience using it over the past few months.

An AI Assistant That Digs Up Background Info

Copy.ai is an AI-powered writing assistant designed to help teams quickly create content. While it has a wide range of use cases, one of the handiest is company research.

Here's how it works:

You simply describe the kind of information you need on a company, and Copy.ai will automatically go out and scrape the web to compile relevant details. Think of it like having an extra set of hands to help with research tasks.

For example, you could prompt Copy.ai to tell you about:

• Company history and founding
• Location and headquarters
• Funding and investors
• Executive leadership team
• Recent news and announcements

It will instantly get to work gathering those details from public sources online and write you a summary.

This saves a ton of time compared to tackling research manually. No more jumping between various websites and keeping track of tabs - Copy.ai handles the heavy lifting for you.

Step-By-Step Guide to Research with Copy.ai

If you want to try Copy.ai for company research, here are the basic steps:

1. Export your target company list

First, export a list of the companies you need background on from your CRM or other database into a spreadsheet. This will serve as your input data for Copy.ai.

2. Write prompts for the info you need

Now comes the fun part - writing prompts to tell Copy.ai what to look for on each company.

Click Workflow and "+Add New Workflow" from your Copy.ai dashboard:

Write the following prompt as the input:

"Given a company name and URL, please provide a 2-3 paragraph company profile including:

• Brief background and history
• Founding date and founders
• Total funding raised
• Headquarters location
• Notable investors
• Executive leadership team and titles
• Recent news announcements (past 6 months)"

You can tailor the prompts to the specifics you need for your research at each step:

The more detailed your prompts, the better the results.

Step 3. Publish your workflow and import your CSV file

You can upload your spreadsheet of companies directly from the Table View:

Mapping out the data is easy and intuitive! Just make sure the right rows are being seen as the input.

4. Review and export the summaries

Once you submit your prompts, Copy.ai will get to work automatically writing summaries for every company based on publicly available information online. This usually takes just seconds to complete.

You can then review each summary and make tweaks as needed. When you're happy with the results, export them as a CSV file.

Now you've got polished company profiles ready to drop into your CRM or share with colleagues!

Why Our Team Loves Using Copy.ai for Research

Since starting to use Copy.ai, our research team has seen huge time savings and other benefits including:

• Hours less time spent on manual searches and compiling info. Copy.ai handles the bulk of the grunt work for us.
• More comprehensive results. Copy.ai pulls together details from across the web that we'd often miss when researching manually.
• Ability to scale. We can pump through research on hundreds of companies in the time it used to take to do a few dozen.
• Higher quality output. The summaries Copy.ai writes are polished and professional sounding.
• Focus on strategy vs. tactics. Less time spent on manual searches means we can focus on higher value work.

For anyone who regularly researches companies, I can't recommend Copy.ai enough. It's been a total revolution for our team in terms of productivity and efficiency.

Ready to Simplify Your Research?

If this post resonated and you're looking for ways to streamline research at your company, give Copy.ai a try.

Their Workflows feature makes it easy to integrate Copy.ai into your existing stack and workflows. And the free trial lets you test it out at no cost.

Now I'm off to enjoy more of my day not hunched over Google like a digital Sherlock Holmes! Let the robots do the grunt work and you focus on what matters.