Business opportunity research

Turn company research and a target profile into qualified US business opportunities and draft sales material with evidence for review.

Techies · Singapore · 21 May 2026

From company research to sales preparation

The workflow gathered company evidence, assessed it against a target profile and carried the research into draft sales material. A sales reviewer could inspect why a company was selected and what supported the proposed outreach.

Scoped agents and a shared record

CrewAI coordinated research, qualification and draft preparation as separate agent roles sharing a record.

Dashboard, state and service access

Streamlit provided the review dashboard, Postgres retained workflow state, and Docker packaged the application for Lightsail.

Controls around the workflow

The presentation covered parameterised SQL, salted password hashing, scoped secrets, tool permissions, activity logging and private cloud inference.

Resources

All work