Company Background Research Brief

Usage

Quick Start

User: Generate a brief for XXX Company
Assistant: (Call this skill, search company information and generate the brief)

Trigger Methods

• Generate a brief for XXX Company
• Conduct background research on XXX Company
• Introduce the situation of XXX Company
• Give me a customer brief for XXX
• Conduct background check on XXX Company
• Create a background check brief for XXX Company
• Background research on XXX customer

Call Flow

1. Receive company name
2. Search company information using Tavily API
3. Extract key fields (see field list below)
4. Generate brief in Markdown format
5. Save to docs/ directory

Feature Highlights

1. Multi-source Data Collection

2. AI-enhanced Information Extraction

• OpenAI GPT intelligently parses search results
• Automatically extracts: company overview, core business, products and services
• Generates: sales suggestions, entry topics, customer pain points

3. Intelligent Output

• Markdown format brief
• Feishu message summary
• Sales communication suggestions

Execution Flow

User Input
    ↓
Tavily AI Search (or Baidu Search)
    ↓
AI-enhanced Information Extraction (or basic regex extraction)
    ↓
Generate Markdown Brief
    ↓
Send Feishu Notification + Summary (display to user)

⚠️ Important: Output Requirements

1. Local Storage

• Markdown file saved to:

  D:\ai-openclaw\docs\{Abbreviated Company Name}-Customer Brief-{YYYYMMDD}.md

2. User Notification (Mandatory)

• Prohibited: Only save locally without notifying the user
• Mandatory: After generating the brief, display it directly to the user in the current session
• If Feishu sending fails (requires openId), display the full brief in the current session window
• The brief should include core points: establishment date, headquarters, business, sales/revenue, strategic direction, sales suggestions

3. User Display Format

**📋 {Company Name} Customer Brief**

### Company Overview
- Establishment: XXXX | Headquarters: XX
- Stock Code: XXXX (A-share/H-share)

### Core Data
- 2024 Sales/Revenue: XXX
- 2025 Target: XXX

### Main Business/Products
- Core Business: XXX
- Core Technology: XXX

### Strategic Direction
- Strategic Initiatives: XXX
- Future Goals: XXX

### Sales Suggestions
- Entry Topics: XXX
- Competitive Advantages: XXX

📁 Full Brief: {File Path}

Brief Content Structure

Mandatory Sections

1. Company Overview - Basic information (establishment date, registered capital, nature, address, contact information, official website)
2. Core Business - Core products and solutions
3. Industry Position - Qualifications, market ranking, technical advantages
4. Recent Developments - News, financing, major events
5. Customer Groups - Industry distribution, typical customers
6. Contact Information - Phone, email, address
7. Sales Suggestions - Entry topics, customer pain points, competitive advantages

Company Overview Field List

Output Files

• Markdown:

  docs/{Abbreviated Company Name}-Customer Brief-{YYYYMMDD}.md

• Feishu Message: Brief summary

API Configuration

Tavily API (Recommended)

# Set environment variable
setx TAVILY_API_KEY "tvly-xxx" /M

OpenAI API (AI Enhancement)

# Set environment variable
setx OPENAI_API_KEY "sk-xxx" /M

Usage Effects

Best Practices

Data Source Priority

1. Tavily AI - AI-optimized summary, highest quality
2. Official Company Website - First-hand information
3. Tianyancha/Qichacha - Official industrial and commercial data
4. Baidu Search - General information

Information Verification

• Registered capital is based on official data
• Check news timeliness (prioritize the past year)
• Cross-verify key information from multiple sources

Search Tips

1. Full Name Search: When the user provides the full name, search directly with the full name, no modifications
2. Abbreviation Matching: When the user provides an abbreviation, match the correct company based on search results
3. Multi-word Combination: Use "company name + core business" combination to improve search accuracy
4. English Name: Can search the English name as a supplement

Format Requirements

• Use the full company name
• Unified currency unit: ten thousand yuan/hundred million yuan
• Date format: YYYY-MM-DD

Sample Output

Company Overview Table (Full Version)

Sales Suggestions

• Entry Points (no more than 3)
• Customer Pain Points (no more than 3)
• Competitive Advantages (no more than 3)

Performance Optimization

• Search Timeout: 15 seconds
• AI Extraction Timeout: 60 seconds
• Maximum Search Results: 10 items
• Brief Save Location:

  docs/

Related Skills

• tavily-search

  - Tavily API Search (Alternative)

• openclaw-best-practices

  - OpenClaw Best Practices

Update Log