Automated Owler Account Research Packs
When you upload a target account list, WebRun opens Owler, looks up each company profile, captures the employee count, named competitors, recent funding and leadership changes, writes a one-page brief per account onto a Trello board, and sends you a WhatsApp note when the pack is ready.
How do I research a list of target accounts before an outreach push?
WebRun builds account research on demand. Upload a target list and it opens Owler, pulls each company profile with its size, competitors, funding events and leadership changes, writes a one-page brief per account onto a Trello board, then sends you a WhatsApp note when the pack is ready to work.
- Every call opens with something current about that company
- A whole prospecting list is researched in one unattended run
- Accounts with no public profile are flagged instead of quietly skipped
Built for sales reps · founders · SDR teams · agencies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
owler.comin a real browser with your saved login - no setup, no API keys. -
1
Owler - look up each target company
- Read the uploaded list of target companies
- Search Owler for each one and open the company profile
- Capture the employee count, sector, and headquarters location
- Note the named competitors, recent funding events, and any leadership change on the profile
- Record when a company has no profile so the gap is visible
Done when Every company on the list has a profile summary or is marked as not found.
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2
Trello - write a brief per account
trello.com
WebRun opens Trello to write a brief per account. - Create a card per target account on the research board
- Write the brief into the card: size, sector, competitors, funding, and leadership news
- Add a short line on what has changed recently, so the call has an opener
- Label cards with no Owler profile so a rep knows to research them by hand
Done when Every account on the list has a card carrying its brief.
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3
WhatsApp - tell you the pack is ready
whatsapp.com
WebRun opens WhatsApp to tell you the pack is ready. - Send yourself a short note: how many accounts were researched and how many had no profile
- List the two or three accounts with the most recent news worth leading with
- Include the board link so the pack opens in one tap
Done when You know the pack is ready and which accounts have fresh news.
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 contact any of the target accounts?
No. This run is research only. WebRun reads public company profiles and writes briefs onto your own Trello board. Every email or call to a prospect is made by you.
What happens if a company is not on Owler?
It is still given a card, labelled as not found, so the gap is visible in the pack and a rep can research that one by hand instead of finding an empty card mid-call.
How current is the information in a brief?
Each brief is built from what the Owler profile shows on the day you run it, and every card is dated, so a rep can see how fresh the research is before a call.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.