B2B Research Brief Generator

Generate ready-to-use B2B research briefs from company website URLs.

This Actor is built for SDR teams, founders, consultants, RevOps teams, agencies, and AI-agent builders who need fast account research before sales calls, outbound campaigns, or CRM enrichment.

It crawls a company homepage plus high-signal same-domain pages such as pricing, about, customers, solutions, careers, and contact pages. It returns one structured dataset item per company with a concise executive summary, business model, target-customer signals, sales triggers, talking points, questions to ask, suggested next steps, optional outreach email drafts, and a Markdown brief.

Typical workflow: run 10-100 company URLs, export the dataset to a CRM or Google Sheet, and use each Markdown brief as sales-call preparation or account research.

Best use cases

• Prepare for sales calls and account research.
• Create lightweight company briefs before outbound campaigns.
• Enrich CRM records with public website signals.
• Build market-research datasets from company URLs.
• Generate briefing material for consultants, founders, agencies, and RevOps teams.
• Feed Markdown briefs into n8n, Make, Zapier, Airtable, Notion, Google Sheets, or AI agents.

Input

{
  "startUrls": [
    "https://www.apify.com",
    "https://example.com"
  ],
  "briefType": "sales-call",
  "audience": "sales",
  "maxPagesPerSite": 3,
  "includeEmailDrafts": true,
  "analysisMode": "heuristic",
  "openAiModel": "gpt-4.1-mini",
  "includeRawSignals": false
}

Brief types

• sales-call: sales talking points, outreach angle, and practical questions.
• market-research: company positioning, signals, caveats, and next research steps.
• vendor-review: buyer-oriented trust, risk, and verification questions.
• crm-enrichment: structured fields and follow-up signals for workflow automation.

Output

Each result is pushed to the default dataset:

{
  "url": "https://example.com/",
  "status": "ok",
  "briefType": "sales-call",
  "audience": "sales",
  "companyName": "Example AI Platform",
  "executiveSummary": "Example AI Platform appears to be a software / saas company serving B2B companies...",
  "businessModel": "Software / SaaS",
  "targetCustomers": ["B2B companies", "Software teams"],
  "salesTriggers": ["Public pricing page found", "Hiring signal detected"],
  "riskFlags": ["No public email found"],
  "recommendedOutreachAngle": "Lead with measurable conversion, pricing-page clarity, or competitor positioning improvements.",
  "talkingPoints": ["Example AI Platform's public positioning suggests software / saas."],
  "questionsToAsk": ["Which business process is currently most expensive or manual for your team?"],
  "suggestedNextSteps": ["Use the strongest signal as the opening context for outreach."],
  "emailDrafts": [
    {
      "label": "Short outbound",
      "subject": "Example AI Platform - quick idea",
      "body": "Hi,\n\nI was looking at Example AI Platform's website..."
    }
  ],
  "briefMarkdown": "# Example AI Platform - B2B Research Brief\n\n...",
  "confidence": 0.71,
  "pagesAnalyzed": ["https://example.com/", "https://example.com/pricing"],
  "contacts": {
    "emails": [],
    "socialLinks": []
  }
}

Analysis modes

Heuristic

Cheapest mode. Uses deterministic extraction, keyword signals, page-type detection, and brief templates. This is suitable for high-volume account research and predictable per-result cost.

AI assisted

Uses an OpenAI-compatible chat completion call when OPENAI_API_KEY is configured as an Actor secret. If the key is missing or the API returns an error, the Actor falls back to the heuristic result and includes an aiError field when relevant.

Pricing

This Actor is designed for pay-per-event pricing. One charged event equals one generated B2B research brief written to the default dataset.

The primary event is Research brief.

Tips for better results

• Use canonical company homepage URLs.
• Set maxPagesPerSite to 3-5 for fast sales research.
• Increase maxPagesPerSite when researching larger enterprise websites.
• Use sales-call for account prep and outbound workflows.
• Use crm-enrichment when feeding results into a CRM, spreadsheet, or automation.
• Use AI assisted mode only when you have configured an API key and want more nuanced summaries.
• Works well with Google Sheets, Airtable, n8n, Make, Zapier, CRMs, and AI-agent workflows.

Search keywords

B2B research brief generator, sales call prep, account research automation, CRM enrichment from website URLs, company intelligence API, outbound research workflow.

Limitations

• Some websites block automated fetches and may return 403 or 429.
• JavaScript-heavy websites may expose limited text without browser rendering.
• Email drafts are starting points and should be reviewed before sending.
• AI assisted mode adds LLM cost and needs an API key.
• This Actor should not be used for spam. It is designed for legitimate B2B research workflows.