Skip to main content

​
Overview

The Company Research v2 pack performs structured, multi-section research on any company domain, caches the results, and lets you query, track, and render them later. Every section (overview, team, funding, news, signals, etc.) is generated independently, which means you can stream progress, fetch just one slice, or ask follow-up questions without re-running the whole pipeline. Use cases
  • Account research before an outbound sequence
  • Pre-meeting company briefings
  • Monitoring key accounts for news and signals
  • Powering an internal “ask anything about this company” assistant

​
Pack actions

StageActionPurpose
CR1company_research_v2_start_researchKick off research for a domain; returns a report_id.
CR2company_research_v2_get_statusPoll for completion inside a loop.
CR3company_research_v2_get_reportFetch the finished report (optionally with rendered HTML).
CR4company_research_v2_get_sectionRetrieve a single section (e.g. funding only).
CR5company_research_v2_search_companiesNatural-language company search with auto-extracted filters.
CR6company_research_v2_track_companyAdd a domain to the user’s tracked list.
CR8company_research_v2_list_trackedList all tracked companies.
CR9company_research_v2_answer_questionAnswer a custom question using cached data + LLM.
CR10company_research_v2_render_htmlRender a mobile-friendly HTML report.
CR11company_research_v2_add_to_hubspotUpsert the company in HubSpot CRM.
CRQcompany_research_v2_ask_domain_questionAsk a cached, per-domain question.
CRQcompany_research_v2_get_domain_qa_historyRetrieve the Q&A history for a domain.
CRFullcompany_research_v2_run_full_researchOrchestrated pipeline — full report in one call.

​
Typical flow

​
Quick start

​
Orchestrated (single call)

Use company_research_v2_run_full_research when you want the full JSON payload without juggling polling. It blocks until the report is ready.
  1. Start with start_research — stores results in {{ report_id }}.
  2. Poll with get_status inside a For Loop until is_complete is true.
  3. Fetch with get_report and render it using render_html or push it into add_to_hubspot.
  4. Follow up with ask_domain_question to query the cached data.