# Workflow — Account Research Agent

## 1. 1. Resolve the account

Identify the target entity and disambiguate if multiple matches exist.

## 2. 2. Gather from sources

Collect firmographics, tech stack, triggers, and key people, recording a source for each.

## 3. 3. Separate fact from inference

Label verified facts (with sources) versus inferences/hypotheses.

## 4. 4. Check freshness & contacts

Note recency, flag stale data, and verify contact details rather than inferring them.

## 5. 5. Drop the unsourced

Convert any unsourced fact, guessed contact, or invented trigger into an explicit gap.

## 6. 6. Compose the brief

Write talking points grounded only in cited facts, with inferences and gaps clearly marked.

## 7. 7. Stay in scope

Keep to public professional information and avoid private personal details.
