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Pre-Meeting Company Researcher

The Pre-Meeting Company Researcher tool is designed to assist sales teams by reading a company's website, summarising key information about the business, and emailing the summary and URL. This provides quick insights to make sales calls and meetings more effective.


Table of Contents

  1. How does the Pre-Meeting Company Researcher tool work?
  2. What information do I need to provide to use the tool?
  3. How do I input the required information?
  4. How is the website content processed?
  5. What type of summary will I receive?
  6. How will I receive the summary?
  7. How secure is the data processing?
  8. What happens after the summary is generated and sent?
  9. Who can I contact for support?
  10. What should I do if I encounter any issues?

 

 

1. How does the Pre-Meeting Company Researcher tool work?

The tool scrapes the specified company's website, extracts relevant information, summarises it, and sends the summary to the provided email address.


2. What information do I need to provide to use the tool?

You need to provide:

  • The company's website URL.
  • The recipient's email address where the summary will be sent.

 


3. How do I input the required information?

You can input the required information in the fields provided on the AI dashboard:

  • Company Website URL: Enter the full URL of the company's website you want to research.

Warning: Ensure the URL adheres to standard formats, beginning with "http://" or "https://". Incorrectly formatted URLs may result in errors.

    • Requirements for URLs:

      • Must start with "http://" or "https://"
      • Should be a fully qualified domain name (e.g., "https://example.com")
      • Avoid including unnecessary parameters or fragments unless required
  • Recipient Email: Enter the email address that should receive the summary.

 


4. How is the website content processed?

The tool fetches the HTML content of the specified website, removes unnecessary scripts and styles, extracts the text, and uses AI to summarise the key information about the company, such as background, products/services, and recent news.


5. What type of summary will I receive?

The summary will include key information about the company's business, such as:

  • Company background
  • Products and services
  • Recent news and updates

 


6. How will I receive the summary?

The summary will be sent to the recipient's email address provided during the input process. The email will be sent from automation@flytask.com.


7. How secure is the data processing?

The tool follows privacy and security guidelines to ensure the safe handling and processing of personal and sensitive information.


8. What happens after the summary is generated and sent?

Once the summary is generated and sent, the workflow execution details are saved in the FlyTask database, and you will receive a success message on the dashboard.


9. Who can I contact for support?

For any support or queries, please contact our support team at support@flytask.com.


10. What should I do if I encounter any issues?

If you encounter any issues or have questions about using the tool, please reach out to our support team at support@flytask.com for assistance.

We hope this FAQ helps you understand and utilise the Pre-Meeting Company Researcher tool effectively!