In the next 2 minutes, we're going to create an Agent that automatically researches prospects before sales calls, gathers recent company news using Perplexity, identifies pain points, prepares personalized talking points, and organizes all insights in your Notion database for confident conversations.

Create a new Agent

Add apps to the Agent

For this use case, you'll need to connect Perplexity and Notion to your Agent.

Ask the Agent to research your prospect

Now you can ask your Agent to automatically research any company and prepare comprehensive sales call notes.

Here's the prompt we've decided to use:

“I have a sales call tomorrow with [Company Name] in [Company City]. Research the company, find recent news about them using Perplexity. Identify their likely pain points, prepare talking points. Add a new item in my Notion database called "customer-meetings" with the notes.”

Of course, you can customize this to your liking.

• Replace the company name and city with your actual prospect details

• Change the Notion database name from "customer-meetings" to match your CRM setup

• Use HubSpot, Salesforce, or Airtable instead of Notion for storing research notes

• Add Google Search or Bing alongside Perplexity for broader research coverage

• Include competitor analysis or industry trends in the research scope

• Schedule this to run automatically when new meetings are added to your calendar