Build a one-pager on a company before you meet them
A one-pager combining public background with your own record, reusable by whoever meets them next. Built for anyone walking into a meeting knowing only the company name.
Exa Search
HubSpot
Notion
4 steps3 integrationsRuns on demand
Ten minutes of research before the call. What it costs while the work is still done by hand.
- 01Background research is done in the ten minutes before the call.
- 02Public information and your own history with them are in different places.
- 03The same company gets researched by three people separately.
- Search publicsearch · 9 sources read
- Pull historyget_recent_contacts · 3 found
- Assemble pagewho they are · where you stand
- Save to Notioncreate_page · in Accounts
One workflow, four steps. ModuleX drafts this graph from a single sentence, and every step stays editable.
- 01Search public information about the company.Exa Search
- 02Pull your own history with them.HubSpot
- 03Assemble a one-pager: who they are, and where you stand with them.ModuleX
- 04Save it where the team can reuse it.Notion
The workflow is an editable graph. Reading runs freely; save it where the team can reuse it waits for your opt-in approval until you loosen it. The graph is the receipt.
One page, reusable. Paste this into ModuleX chat, or hit Use this workflow.
build a one-pager on a company before you meet them: search public information about the company; pull your own history with them; assemble a one-pager: who they are, and where you stand with them; save it where the team can reuse it. Ask me before anything is sent or written.
to: composerOr skip the workflow entirely. Ask the assistant in chat and it runs the same job agentically: it picks the right actions, chains them, and reports back. The composer is for when you want it repeatable.
Build a one-pager on a company before you meet them. A one-pager combining public background with your own record, reusable by whoever meets them next.
- exa search · search
- hubspot · search_companies
- notion · create_page
A one-pager combining public background with your own record, reusable by whoever meets them next.
Where this fits. The tools it runs on, and the teams that run it.
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About this use case.
It comes from the search services you connect, with sources listed.