<!-- https://www.automaticcompany.co/use-cases/hermes-startup-sales-precall-research/ -->
[Use cases](https://www.automaticcompany.co/use-cases/) · [Sales & leads](https://www.automaticcompany.co/use-cases/category/sales/)

# Brief sales reps on a prospect's stack before discovery calls

Artie, a 17-person startup, gives its sales team a Hermes Agent profile that researches each prospect, maps their current tools, and pulls deal context before a discovery call. Because it also knows the company's product docs, it can warn the rep where a prospect's existing tool tends to break before the call starts.

[Hermes Agent](https://www.automaticcompany.co/use-cases/agent/hermes-agent/) Added Oct 12, 2026

## What they did

Artie gives its sales team a Hermes profile that prepares before discovery calls: it researches the prospect, works out their current data stack and pulls the latest context on the deal. The profile also has the company's product docs and engineering knowledge.

## How it went

The poster says The co-founder gives an example: if a prospect says they move data with a particular tool, the agent can tell the rep where that tool tends to break, such as on schema changes, before the call starts.

## Good to know

This is described by the company's own CEO, with no numbers on prep time or win rates, and anything customer-facing gets human review.

## A prompt to try

Before my call with <prospect company> on <date>, research the company and figure out which tools they likely use for <the area your product covers>, citing where you found each clue. Pull our history with them from <your CRM>. Using <your product docs>, list the common problems with their current tools that our product addresses, and give me five questions to ask on the call.

## Source

[x.com](https://x.com/JacquelineSYC19/status/2100262432413528336) · published Sep 16, 2026 · checked Oct 12, 2026

Runs on [Hermes Agent](https://www.automaticcompany.co/platforms/hermes-agent/).

## Want this running for you?

The [Solo Founder pack](https://www.automaticcompany.co/packs/solo-founder/) is a bot team we set up and run that does this kind of work.

## More in Sales & leads

- [ Grok Bot · Sales & leads

### Turn years of calendar meetings into a tagged contact database

  A founder asked Grok Bot to go through ten years of calendar meetings and log every person met into a Notion database with their LinkedIn profile, current role and tags. It worked for hours without stopping.
- ](https://www.automaticcompany.co/use-cases/grok-bot-calendar-history-to-contact-database/)
- [ Grok Bot · Sales & leads

### Run account management with daily briefs and promise reminders

  A post-sales account manager at SpaceXSI describes a team of Grok Bots, led by a chief-of-staff bot, that preps calls, tracks promises, scans for usage risk and builds a weekly account health view.
- ](https://www.automaticcompany.co/use-cases/grok-bot-post-sales-account-management/)
- [ Grok Bot · Sales & leads

### Run a daily SDR routine that flags risky contacts before outreach

  An SDR at SpaceXSI describes a set of Grok Bots, working alongside Cursor agents, that run his morning prospecting, keep the contact sheet and CRM sequences in order, and sort every contact into safe or needs review before anything goes out.
- ](https://www.automaticcompany.co/use-cases/grok-bot-sdr-daily-prospecting-review-gate/)

## Want this running for your business?

We pick the bots, set them up in your account and run them. They do the work while you run the business.

[ Hire your team ](https://www.automaticcompany.co/founding-waitlist/)
