Build & tailor

Research a Company and Tailor the Space

Give the AI a company name and website. It researches the business and rewrites the space for them – welcome text, goals and examples that show you know their world.

AI Agent Prompt

Copy

Research [Company] using their website [company URL]. Find out: - What they sell and who their customers are - Their industry, size and where they're based - Recent news, like funding, new products or expansion Then tailor this space for them: - Rewrite the welcome text so it speaks to their business - Rewrite the goals section around what they're most likely trying to achieve - Swap generic examples for ones from their industry Don't change the page structure, the action plan or any forms. Show me a short summary of what you found and what you changed.

What the AI creates

The AI researches the company and rewrites the space so it reads like it was built for this customer – their industry, their goals, their examples. Structure, plan and forms stay as they are.

Pro Tip

Works best in Claude or ChatGPT with web search on. No web access? Paste the "About us" text from their website into the chat instead. A LinkedIn profile or a call transcript adds even more context.

More AI Agent Use Cases

Roll Template Updates Out to Running Spaces

Updated your template? Bring the new pages and tasks into spaces that are already in progress – without touching anything customer-specific.

Keep templates in sync

Copy a Section into the Template or Another Space

Built something great for one customer? Copy it into your template so every new space gets it, or into another customer's space.

Keep templates in sync

Compare Spaces to Their Template

See what your team changes after creating a space from a template. The edits that keep coming back show you exactly what the template is missing.

Keep templates in sync

See all use cases

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