AI-Powered Research

Birdie can automate the research you do on companies or people as part of your prospecting. For example, if you frequently find yourself scanning LinkedIn, looking through a company’s website, or searching the news for relevant information about a company, Birdie can automate these manual tasks for you and serve the research results in an easy-to-consume manner. By using Birdie’s Research feature, you can drastically reduce the amount of time it takes to research and take notes on your prospects and key accounts.

Define the questions you want Birdie to answer

Open Birdie’s options and click on the Company Research or People Research tab.

You can either add questions to an existing question set or create a new one. To create a new one, click on New set of questions .

When adding a question to a question set, you can add it at the end (1), or you can add it in between existing questions (2).

Type your question into the provided textbox (1). For tips on writing questions, refer to the section below. When finished, save the question (2).

You can also delete questions (1), or change the ordering of questions (2).

How to write effective questions

When writing a question, it is best to:

Be as specific possible when describing how you want the question answered.
When possible, indicate where Birdie should look for the information you are seeking. Birdie can search through a variety of data sources — You can instruct Birdie to refer to these sources to get the most relevant answers.

The best questions are essentially step-by-step instructions that are clear enough for Birdie to follow.

For example, instead of asking Is this company expanding? , you can ask Search the news for articles mentioning this company's expansion plans. Summarize the search results and share the links.

Data sources

Birdie searches through a variety of data sources to find the relevant information to answer your questions.

Basic profile information about the company on LinkedIn
Headcount statistics from Sales Navigator
Job openings statistics from Sale Navigator
Sales Navigator lead database
Social media posts the company has posted on LinkedIn
The company’s website
Google News

Special LinkedIn-specific keywords

When asking questions about headcount or job openings statistics, you can use the following keywords to indicate the business organization you are researching:

Accounting
Administrative
Arts and Design
Business Development
Community and Social Services
Consulting
Education
Engineering
Entrepreneurship
Finance
Healthcare Services
Human Resources
Information Technology
Legal
Marketing
Media and Communication
Military and Protective Services
Operations
Product Management
Program and Project Management
Purchasing
Quality Assurance
Real Estate
Research
Sales
Customer Success and Support

Example questions

Here are some questions that Birdie is well suited to answer. Feel free to refer to these as templates as your write your own questions.

Open this company's website and explain what the company does in 1 paragraph.
How many sales people does this company have?
How quickly is the sales organization at this company growing?
Is this company currently hiring for sales roles?
Who is the Chief Executive Officer or CEO of this company, and what is the link to their profile?
Search the news for recent articles about this company. Summarize the search results and share the links.
Open this company’s website and find all the links that contain descriptions of the company’s product. Open each link and determine if this company uses generative AI in their product.

Have Birdie answer your questions

From a person or company page, click on the people search icon.

Then click on the AI icon.

In the modal, confirm which person or company you want to research. If you are on a person's page, you will be given the option to research either the person's current employer, or the person themselves. Click OK to open Birdie's Research Assistant.

Choose which question set you want to answer.

Note that you can edit the question set directly from LinkedIn. For example, you can add questions (1) and edit existing questions (2).

When you're ready to start researching, you can answer individual questions by clicking the answer icon.

You can also answer all the questions at once by clicking the Answer questions button at the bottom.

Birdie will then fill in the answers to your questions. You can navigate away from the tab while Birdie finishes researching the company.

Saving answers to your CRM

If you're using Salesforce, HubSpot, or Salesloft, you can save Birdie's answers to your CRM. To do so, click on the Save answers button at the bottom.

The answers will be saved as a CRM/SEP note under the respective person or company you researched.