HubSpot has recently introduced a powerful suite of AI agents designed to enhance your marketing, sales, and operations workflows. Click here to read more.
One of the standout tools in this new lineup is the Company Research Agent. This tool is perfect for sales teams, marketers, and anyone looking to gain quick insights into a company.
In this post, we’ll walk through how to access, configure, and automate this agent to take your prospecting efforts to the next level.
Once you’ve set up and run the Company Research Agent, you’ll receive a detailed report about the company you’re researching. This report includes:
Summary: A quick snapshot of the company.
Industries & Targets: Details about the sectors the company operates in and their target markets.
Location Information: Where the company is based and operates.
Recent News: Updates and trends related to the company.
Visual Insights: Charts or graphs representing key data points.
Products & Services: A list of offerings provided by the company.
Major Competitors: Who they’re up against in the market.
Trends & Analysis: Emerging patterns that could impact outreach or strategy.
This immediate overview saves you valuable time and gives you the context you need to personalize outreach and craft smarter strategies for engagement.
Getting started with the agent is simple:
Navigate to HubSpot.
On the left side pane, click on the Brees Overview icon.
Go to Marketplace and scroll down to Explore All.
You’ll see a list of all available AI agents HubSpot offers.
Select Company Research Agent and click Add Beta Agent to activate it.
Once added, you’re ready to start running your first research report.
The Company Research Agent is designed to give you actionable, data-rich insights about a company in just a few clicks. These documents save hours of manual research and are especially powerful for sales reps, marketers, and operations teams who need to understand a prospect or customer quickly before making their next move. To generate a research document, follow these steps:
In HubSpot, go to the Company Research Agent.
Enter the company name or domain you’d like to research.
Click Run Agent.
Wait a few moments while the agent “thinks” and processes the data.
View your comprehensive report directly in HubSpot.
If you want to research another company, simply click New Run and repeat the process. This makes it easy to build a library of documents on key accounts, prospects, or competitors.
If the default report feels too detailed or unstructured, you can customize it using the Configure option. Here’s how:
Decide what information the agent needs to generate results.
Required input: Company name or domain.
Optional input: Email domain, if applicable.
Set goals and define what the agent should deliver. Examples include:
A structured checklist
A summarized overview
A detailed research report
You can even paste a template or outline to guide how the final output should be formatted.
Choose what data the agent can access, such as:
Web searches
CRM records
Publicly available company data
You can also add associations so that the research links directly to the company record in HubSpot.
One of the best features of HubSpot’s Company Research Agent is automation.
You can configure the agent to run automatically whenever a new contact or company record is created in HubSpot. This ensures your database is enriched with relevant, up-to-date information without requiring manual effort.
Example automation:
When a new contact is added → The Company Research Agent runs → The research report is automatically attached to the record.
This setup keeps your sales team informed and ready to act instantly.
Once you’ve:
Added inputs
Defined behavior
Specified data sources
Set up automations
Click Publish to finalize your configuration. Your Company Research Agent is now ready to help your team gain actionable insights at scale.
The Company Research Agent streamlines and automates what used to be a time-consuming, manual process. Instead of spending hours scouring the web for information, your team can access accurate, up-to-date insights instantly, allowing for faster preparation before calls and meetings.
With this data at their fingertips, sales reps can have smarter, more personalized conversations with prospects, increasing the chances of meaningful engagement and conversions. Since all research is stored directly in HubSpot, it stays centralized and easily accessible, ensuring everyone on your team works from the same reliable source. Plus, with built-in automation, you can scale prospect research effortlessly, expanding your reach and output without needing to add extra headcount or resources.
HubSpot’s AI-powered agents, starting with the Company Research Agent, are transforming how businesses approach prospecting and data management. With quick access to vital company insights, customizable reporting, and built-in automation, you can focus more on strategy and less on manual research.
If you haven’t explored these agents yet, head to your HubSpot Marketplace today and start experimenting. The future of sales and marketing automation is here, don’t get left behind.
You can read more about the HubSpot AI