Insaight — Company Research

Build an intelligence brief on a company from its LinkedIn page and the personal posts of its leadership, then judge it as a prospect. The corporate page says what the company wants the market to believe; the executives' own posts usually say what they are actually wrestling with. Reading both is what separates this from a page scan.

Shared conventions (all Insaight skills):

• Load the tools once per session with tool_search(query="insaight") if they are not already available.
• Call insaight:get_config() once per session for the user's Notion pages and company name/slug. If it reports unconfigured: true, ask the user to edit the file at the returned path before anything is saved to Notion.
• Read cheaply: list_accounts → list_posts (slim index) → get_posts on the few URNs worth reading (max 20 per call). list_people, list_comments and list_outreach hit local SQLite and are free; the scrape_* tools call Apify and cost money, so scrape only when data is missing or stale.
• Engagement benchmarks (adjust for the niche): under 10 likes is low, 10–40 is normal, 40+ is high signal — read those in full.

Workflow

Step 0 — Start from what is already known

Researching from scratch burns Apify credits and throws away the earlier read, so check the two places prior knowledge lives before fetching anything. Page names come from insaight:get_config().

0a. Existing research page:

notion:search(query="[Company Name]")

If a page exists under [NOTION_RESEARCH_PAGE], fetch it and load it as context. The job then becomes update, not re-do: note the last research date and refresh only what moves — recent posts, leadership changes, new markets.

0b. Prior contact:

insaight:list_outreach(target="[company name or URL]")

Re-approaching an account the user has already contacted costs credibility, so surface any hit before doing the work:

"Heads up — the ledger shows you messaged [Name, Role] at [Company] on [date] (outcome: [outcome]). Is this a follow-up, or do you want a different entry point?"

If the ledger is empty and the user has a legacy [NOTION_OUTREACH_LOG] configured, check that page once and cache it for the conversation.

Continue to Step 1 once the user confirms.

Step 1 — Orient

insaight:list_accounts()   # what is already tracked
insaight:get_stats()       # date range and volume of what is stored

If the company is not among the tracked accounts:

insaight:scrape_profile(url="https://www.linkedin.com/company/[slug]", max_posts=50)

Step 2 — Survey company posts (slim scan)

insaight:list_posts(account=[company-slug], limit=50)

Group the snippets by theme as you scan:

• Product or technology announcements
• Hiring and team growth
• Partnerships, customers, logos
• Thought leadership and market takes
• Events and trade shows
• Milestones and funding
• Problems they surface publicly

Step 3 — Deep-read selected posts

Pick 8–15 posts spanning different themes and time periods — the narrative needs both ends of the timeline, not the ten most recent posts. Prioritise:

• Highest engagement (likes, comments, shares)
• Oldest available post (anchors the past)
• Most recent post (anchors the present)
• Anything hinting at direction: roadmap, new roles, partnerships

insaight:get_posts(urns=[...chosen urns...])

Fill gaps with targeted searches:

insaight:search_posts(query="[topic]", account=[company-slug])

Step 4 — Expand to the executives

4a. Check stored leadership:

insaight:list_people(account=[company-slug])

If empty:

insaight:scrape_people(
  url="https://www.linkedin.com/company/[slug]",
  job_titles=["CEO", "Founder", "CTO", "COO", "Head of", "VP"],
  max_items=10
)

4b. Select up to 3 executives — CEO or founder first, then the leader closest to what the user sells (technical, commercial or operational).

4c. For each one, check whether their personal profile is already tracked:

insaight:list_accounts()   # look for their personal slug

If not, ask before scraping, since each personal profile is a separate Apify charge the user may not want to spend here:

"I found [Name], [Title] at [Company]. Their personal posts aren't tracked yet. Want me to scrape their profile? That calls Apify."

Once approved:

insaight:scrape_profile(url=[executive's linkedin_url], max_posts=30)

4d. Read their posts with the same slim-scan then deep-read pattern:

insaight:list_posts(account=[executive-slug], limit=30)
insaight:get_posts(urns=[...top 5–8 posts...])

Cost guardrails: cap at 3 executives per company, always try list_people and list_accounts before any scrape, and ask before each scrape_profile on a personal profile.

Step 5 — Build the intelligence brief

Use these exact headings. The draft-outreach skill reads them back out of the conversation, so renaming a section breaks the handoff. Stay concrete: quote or paraphrase specific posts with approximate dates, and mark which insights came from an executive's personal posts rather than the company page — the user needs to know whose words they would be referencing.

🏢 Company Snapshot

• What they do, who they serve, rough scale (customers, markets, headcount)
• Stated positioning or differentiation
• Leadership identified, with names and titles

📜 Past — Where they came from

• Founding story or early milestones visible in posts
• Pivots and product evolutions
• Earlier partnerships or notable wins
• How the tone and focus have shifted over time

⚡ Present — What they are focused on now

• Current product priorities: what they ship and promote
• Active markets and geographies
• Hiring signals — the roles they post reveal what they are building
• Who they are partnering with
• Friction or complaints they surface publicly
• Executive signals: what leadership is personally focused on, especially anything the company page does not cover

🔭 Future — Where they are heading

• Explicit roadmap hints: new markets, products, expansions
• Hiring for capabilities they do not have yet — a build-versus-buy signal
• Event and conference presence, which shows who they want to reach
• Partnerships in progress
• Executive signals: forward-looking statements from personal posts

🎯 Prospect Evaluation

Rate each dimension High, Medium or Low with a one-line rationale grounded in something you actually read:

Overall verdict: Strong, Moderate or Weak prospect, plus 2–3 sentences on why. A weak verdict is a useful result — it saves the user an outreach slot.

❓ Open Questions

What could not be determined from posts that would change the verdict.

Step 6 — Save to Notion

Save the brief without asking. The value of research compounds only if the next run can load it as context, and a confirmation prompt at the end of a long report is friction with no upside. Invoke the save-notion skill or call the Notion MCP directly.

• If Step 0a found an existing page, update it rather than creating a duplicate.
• Otherwise create [Company Name] — [YYYY-MM-DD] under [NOTION_RESEARCH_PAGE].
• Report one line: Saved to Notion: [page title].

If the Notion MCP is unavailable, say so once at the end. Never hold back the research output over a failed save.

Output format guidance

• Lead with 🎯 Prospect Evaluation when the user's goal is to qualify or disqualify quickly; lead with the full brief when they want to understand the company first.
• Always end with Open Questions. Naming the gaps tells the user how far to trust the verdict.
• After saving, offer the next step: "Want me to draft outreach?"