Kingly IntelligenceSystems Start a project

Home / Automation & AI / Research Automation

Automation system

Research Automation

Structured reports on a company or prospect, built from public sources.

Scope this with usAll automations

Skip the demo and read every step

Who it is for
Consultants, agencies and salespeople who need to walk into a call knowing the other business, but cannot spend hours preparing.
The problem
Prospect and market research eats the hours before every call.
What you get
A clean report on the company before your call, built from public sources, covering the business, its likely challenges and where automation could help.
Simulated run, sample data
Ready

This step

Call booked

A call goes in the diary with a company you want to know more about.

Run log

OutputSimulated, sample data

The workflow, explained

Every step in plain words

The demo above runs through these same stages. Here is what starts the workflow, what happens at each step, who or what does it, and what you get from it.

  1. What starts it

    Call booked

    What sets it off

    A call goes in the diary with a company you want to know more about.

    Who does it

    You or your team book the call. The company name starts the research.

    What you get

    Preparation starts on its own, so nobody remembers it an hour before.

  2. Step 1

    Collect

    What happens

    The system gathers public information: the company's public profile, website and reviews.

    Who does it

    AI search through Perplexity, inside an n8n workflow.

    What you get

    The basics in one place, without clicking through a dozen tabs.

  3. Step 2

    Analyze

    What happens

    AI turns that material into a short summary of what the business does and the challenges it probably faces.

    Who does it

    AI through RelevanceAI.

    What you get

    You understand the business before you speak. Without it, the first part of the call goes on questions you could have answered.

  4. Step 3

    Suggest

    What happens

    The system lists specific automation opportunities for that business. In the sample, a small law office with after-hours intake calls could use a booking chatbot.

    Who does it

    The AI workflow. You judge which ideas are worth raising.

    What you get

    Concrete ideas to bring to the call, not general talk.

  5. Step 4

    Deliver

    What happens

    A clean report is delivered to your CRM or Notion before the call.

    Who does it

    The workflow, using a report template set up for you.

    What you get

    The report is there when you need it, in the place you already work.

  6. What you end up with

    Report

    What lands with you

    You open one page covering the business, its likely challenges and the opportunities.

    Who does it

    The system prepares it. You use it on the call.

    What you get

    You walk in prepared, without spending the hours before the call on research.

Sample runs

Two examples, start to finish

These are the same two runs as the demo above. The names and details are made up to show how the workflow behaves.

Local gym

Illustrative simulation, not live data

Starts with company: Northside Fitness (sample)

  1. Website and reviews collected
  2. Business summarized
  3. Opportunities listed
  4. Report delivered before the call

Result

Northside Fitness

Prepared before your call (sample)

In Notion
Business
Independent gym
Likely challenge
Membership follow-up by hand
Opportunity
Lead re-engagement

Law office

Illustrative simulation, not live data

Starts with company: Harbor Legal (sample)

  1. Website and reviews collected
  2. Business summarized
  3. Opportunities listed
  4. Report delivered before the call

Result

Harbor Legal

Prepared before your call (sample)

In Notion
Business
Small law office
Likely challenge
Intake calls after hours
Opportunity
Booking & info chatbot

What you get

  • Research workflowThe automation that does the gathering and analysis.
  • Report templateEvery report follows the same clear layout.
  • Opportunity analysisSpecific ways that business could use automation.
  • CRM or Notion deliveryReports arrive where you already work.

Built with

n8n
Runs each step and delivers the report.
Perplexity
AI search across public sources.
RelevanceAI
Runs the AI analysis.
Notion
Where the finished report can land.

Exact tools depend on what you already use.

FAQ

Common questions

What is Research Automation?

Structured reports on a company or prospect, built from public sources.

What problem does Research Automation solve?

Prospect and market research eats the hours before every call.

Where does the information come from?

Public sources, such as public profiles, websites and reviews.

Where does the report end up?

In your CRM or Notion, before the call.

Do we need to replace our current tools?

Usually not. We connect to the tools you already use, and scope any changes with you first.

Next: Content Automation

Put Research Automation to work

Answer a few questions and send them to us. We will tell you what we would build, and what you do not need.

Start a projectHow we work