Account Research with the Creative Agent

The Creative Agent is not just a design tool. It can also search the web and pull insights about your target accounts directly from inside the editor, giving you the context you need to personalize your assets without breaking your workflow.

Next Lesson:📄 Asset Strategy with the Creative Agent

Looking Up Account Details

Open the Chat tab in the editor and ask the agent a question about an account. For example: "How many employees does Airtable have?" or "What industry is Snowflake in?"

The agent searches publicly available sources and returns an answer alongside the sources it referenced so you can verify the information if needed. This works for a wide range of account details, including company size, industry, headquarters, and tech stack.

Finding Recent News and Launches

The agent can also surface recent news, which is useful when you want your outreach to feel timely and relevant. Try prompts like: "What are the most recent product launches from Airtable?" or "Has Snowflake made any major announcements in the last quarter?"

The agent compiles information from company websites, press releases, and other public sources and returns a summary with supporting details. If a company just launched a new product or closed a funding round, referencing that in your asset signals that you have done your homework.

Using Insights to Inform Your Strategy

Once you have gathered insights, you can act on them immediately. Ask the agent to rewrite a section based on what it just found, or use the details in a follow-up prompt to personalize copy for that specific account.

The agent retains the context of your conversation. If you just asked about a company's recent product launches and then say "rewrite the hero subheader to reference their latest launch," the agent knows exactly what you are referring to and can execute on it.