Automated Copilot Prospect Research Notes
You upload a list of companies, then WebRun opens Microsoft Copilot, runs your research prompt against each one, reads the response and the sources it cites, files a short note per account in Notion, and drafts a personalised intro email in Gmail for you to review before any of it is sent.
How do I research a list of prospect companies in one pass?
You upload a company list and WebRun runs your research prompt through Microsoft Copilot for each one. It files a short note per account in Notion with the cited sources kept, then drafts a personalised intro email in Gmail, leaving every message unsent until you review and approve it.
- A thirty-company call list is prepared in one pass
- Every note names its sources so claims can be checked
- Intro emails are written for you and never send unapproved
Built for sales reps · SDR teams · founders · business development · agencies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
copilot.microsoft.comin a real browser with your saved login - no setup, no API keys. -
1
Microsoft Copilot - research each company
copilot.microsoft.com
WebRun opens Microsoft Copilot to research each company. - Open Microsoft Copilot and start a fresh conversation for each company on the uploaded list
- Run your saved research prompt, asking for what the company does, recent news and anything relevant to your pitch
- Read the response and record the sources it cites, keeping the links
- Discard anything the response asserts without a source rather than passing it on as fact
Done when Every company on the list has a response with its cited sources captured.
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2
Notion - file one note per account
notion.so
WebRun opens Notion to file one note per account. - Create one Notion page per company with a short paragraph of research
- List the cited sources under the paragraph so every claim can be checked
- Tag the page with the company, the date researched and the rep it belongs to
- Note where the research was thin so the rep knows to dig further before the call
Done when Notion holds one dated, sourced research note per company on the list.
-
3
Gmail - draft the intro email
gmail.com
WebRun opens Gmail to draft the intro email. - Draft a short intro email per company in Gmail, using one specific detail from the research
- Keep the tone consistent with your existing outbound and avoid claims that are not in the sources
- Leave every email in Drafts. WebRun never sends outbound mail on its own
- Skip the draft for any company where the research was too thin to personalise honestly
Done when An intro email is drafted for each researched company and none has been sent.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the intro emails?
No. Every intro is left as an unsent Gmail draft for you to read, edit and send, so no prospect is contacted without a person approving the message.
How do I know the research is accurate?
Each note lists the sources Copilot cited, and anything asserted without a source is dropped rather than filed, so every claim in the note can be checked before you use it.
How many companies can one run cover?
As many as you put on the list. It works through them one conversation at a time, so a thirty-company call list is prepared in one pass instead of thirty sessions.
Related templates
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