You don't need to reference specific tool names — just describe the kind of information you want, and Databook will select the right source.
Example: Instead of naming a specific lookup, you can just say "Have this step check whether the company's leadership has said anything recently about AI investment" — the coach will pull from the appropriate research and news sources on its own.
Types of insight available
Category | What it covers | Example request to the Composer |
Company identification | Resolving a company name to the correct record, and pulling basic facts (industry, size, headquarters, public/private status) | "Confirm the exact company before starting research, since names can be ambiguous." |
Company strategy & intelligence | A company's stated strategic priorities, industry-wide priorities, business challenges, leadership statements, and the "case for change" driving urgency | "Include the company's top strategic priorities and any recent leadership commentary on them." |
Financial & performance data | Revenue, growth, margins, and other financial metrics (public companies only), plus Databook's own opportunity scoring | "Flag if revenue growth has slowed over the last two years." |
News & events | Recent news, announcements, and upcoming events (earnings calls, conferences, leadership appearances) | "Check for any leadership changes or major announcements in the last six months." |
People & contacts | Contacts at the target company, including executives, with titles and background | "Find the most relevant VP or Director-level contact in Revenue Operations." |
Your own product's use cases & proof points | Your organization's use cases, value propositions, and customer case studies | "Reference one of our case studies with a similar-sized customer." |
CRM & calendar data | Deal stage, deal size, engagement history, and upcoming meetings — only available if the integration is connected | "Pull the current deal stage and last activity date for this account." |
Session context | Information confirmed earlier in the same coach run (e.g., the account or contact already selected), carried forward so the coach doesn't re-ask the user | Handled automatically — no need to request this explicitly. |
Things to know
CRM and calendar data depends on your integrations. If your organization hasn't connected a CRM or calendar, a coach that asks for that data will come back empty rather than erroring. Well-designed coaches fall back to asking the user directly when this happens — it's worth checking for this when customizing a coach for a customer without those integrations connected.
Financial data is not available for all companies. Many private companies choose not to publicly report their financial data. In these cases, coaches rely on other data sources instead of structured financial data.
Know which company you mean. When customizing research steps, be clear about whether you want information on the target (prospect) company or your own organization — strategic priorities and challenges apply to the prospect, while use cases and case studies come from your own company.