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Snapshot Sep 30, 2026 · 23:07 UTC · version 1.0.0
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{
"name": "discovery",
"description": "Discovery with Unify, building lists of companies or people from criteria - ICP filters, personas, lookalikes, hiring signals, technographics, local businesses, funding stage. Use when the user wants to find prospects, build a target-account or contact list, expand TAM, or ask \"who should I sell to\".",
"included_files": [],
"skill_md_contents": "---\nname: discovery\ndescription: Discovery with Unify, building lists of companies or people from criteria - ICP filters, personas, lookalikes, hiring signals, technographics, local businesses, funding stage. Use when the user wants to find prospects, build a target-account or contact list, expand TAM, or ask \"who should I sell to\".\n---\n\n# Discovery: building lists\n\nDiscovery briefs go through `run_agent` (see `agent-runs` for the loop). The Unify\nagent routes to sources itself; your job is a precise brief.\n\n## Brief anatomy\n\nState, in order:\n\n1. **Entity type**: companies, people, or companies-then-people (\"find 20 fintech\n companies, then 2–3 engineering leaders at each\").\n2. **Hard filters** (exact, verifiable): industry, headcount range, revenue,\n geography (defaults to US, always state it), funding stage, tech stack, hiring\n status.\n3. **Semantic intent** (fuzzy, persona-level): \"developer-tools buyers\",\n \"operators who own retention\", natural-language titles. Unify's semantic search\n over its proprietary dataset handles these well; don't flatten them into rigid\n title lists yourself.\n4. **Target count** and **deliverable**: \"return N results as a DataTable\".\n5. **Exclusions**: existing customers, competitors, records already in the CRM or\n a List (\"exclude companies already in our Salesforce\").\n\n## What Unify is good at (helps you scope)\n\n- **Universal Data** (free, proprietary): identity, domain, LinkedIn, industry, geo,\n headcount, revenue, titles, work history, education (for 1.1B+ people and 65M+\n companies). Prefer briefs answerable here when budget matters.\n- **Paid vendor signals** (credits per record): lookalike companies, hiring/job\n postings, technographics, ecommerce/store data, local businesses (Google\n Maps/Yelp), funding and venture data, web traffic/SEO, social buying signals.\n- **Weak/absent**: normalized seniority levels, live ad spend detail; expect the\n agent to approximate or ask.\n\n## Patterns\n\n- **Scout before scale**: for big lists, first ask for 5–10 results to validate\n criteria with your user, then a follow-up run for the full list.\n- **Lookalikes**: \"find companies similar to acme.com, stripe.com\" is a first-class\n ask.\n- **Existing-data first**: \"which of our CRM accounts match X\" is a discovery brief\n too. Unify joins CRM with engagement/intent signals for free.\n- Results land in a DataTable; page it with `load_datatable` and present a readable\n sample, not the whole dump.\n"
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