The About card on a company can be written for you. Generate with AI researches the business on the open web and writes a short description of what they do — useful before a first call, and far quicker than reading their website yourself.
Running it
- Make sure the company has a website and an accurate name — the research starts from those, and a wrong website researches the wrong business.
- Choose Generate with AI on the About card.
- It runs in the background. The card tells you it is working and fills in when it is done.
It usually takes under a minute. If it says it is taking longer than expected, leave the page and come back — the work carries on without you watching.
Check it before you use it
IT IS A STARTING POINT, NOT A SOURCE OF TRUTH
What it is good for
- Getting a rep oriented before a first conversation with an unfamiliar account.
- Filling in imported accounts that arrived as a name and a phone number.
- Giving a new starter context on a patch they have inherited.