Click through how JayOh finds the manual web lookup your team repeats thousands of times a year and gives it to a custom HubSpot agent that writes structured, sourced answers back to the CRM. For simple lookups, Data Agent: Research (beta, 10 credits per record) is enough. A custom agent earns its place when the answer needs several sources, a confidence rule and a review queue.
Click the numbered orange boxes in the guide to jump to each part of the screen. Illustrative mockup with fictional data.
The 15-Minute Lookup Killer replaces a high-frequency manual research task with a custom HubSpot agent that finds the answer on the open web, writes structured fields with the source and flags low-confidence results for review.
Every business has a niche research task, like checking a fiscal year end, a policy, a filing or a price list, that reps or ops repeat thousands of times a year. It hides inside 'research' and eats hundreds of hours.
A time study, the custom agent, structured target properties, confidence flags, batch and trigger runs, and an accuracy spot-check routine.
Repetitive research with a clear answer on the public web, such as fiscal year ends, regulatory filings, published price lists, policies or event calendars.
Every answer stores its source and a confidence level. Medium-confidence answers go to a review queue, and RevOps spot-checks a random sample of high-confidence ones.
Enrichment tools cover common fields like headcount and revenue. Niche lookups that matter to your business usually aren't in any database.
For simple lookups, use it. Data Agent: Research (beta) costs 10 credits per record. We build a custom agent when the answer needs several sources, a rule for which source wins, a confidence level and a review queue.
A short time study: log manual lookups for two weeks, multiply minutes by yearly frequency and start with the biggest number.
We run the time study, build the agent for the top lookup and prove accuracy on a sample before it writes to your CRM.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
