Account Intelligence Brief

Pull Account fields, Contacts, and Tasks/Notes from Salesforce, send to Mave Agent, and get a cited research brief with competitive context and messaging recommendations

Scenario

Account executives spend 30+ minutes researching each account before a call. This job pulls Account fields (industry, revenue, employee count, description), related Contacts, and recent Tasks/Notes via SOQL, then sends everything to Mave Agent. The output is a cited research brief with competitive context, industry trends, and messaging recommendations — ready in seconds.

Architecture

Code

Python

import os, requests

SF   = os.environ["SALESFORCE_INSTANCE"]
SF_T = os.environ["SALESFORCE_ACCESS_TOKEN"]
MV_K = os.environ["MAVERA_API_KEY"]
SF_H = {"Authorization": f"Bearer {SF_T}"}

def sf_query(soql):
    r = requests.get(f"https://{SF}/services/data/v66.0/query", headers=SF_H, params={"q": soql})
    r.raise_for_status()
    return r.json()["records"]

aid = "0015e000001XyZa"
acct = sf_query(f"SELECT Name, Industry, AnnualRevenue, NumberOfEmployees, Description FROM Account WHERE Id = '{aid}'")[0]
contacts = sf_query(f"SELECT Name, Title FROM Contact WHERE AccountId = '{aid}' ORDER BY CreatedDate DESC LIMIT 10")
tasks = sf_query(f"SELECT Subject, Description, ActivityDate FROM Task WHERE AccountId = '{aid}' ORDER BY ActivityDate DESC LIMIT 10")

contact_block = "\n".join(f"- {c['Name']} ({c.get('Title', 'N/A')})" for c in contacts)
task_block = "\n".join(f"- [{t.get('ActivityDate', 'N/A')}] {t.get('Subject', '')}: {(t.get('Description') or '')[:200]}" for t in tasks)

prompt = f"""Research this account and produce an AE-ready intelligence brief.

ACCOUNT: {acct['Name']} | {acct.get('Industry', 'N/A')} | ${acct.get('AnnualRevenue', 'N/A')} | {acct.get('NumberOfEmployees', 'N/A')} employees
Description: {acct.get('Description', 'N/A')}

KEY CONTACTS
{contact_block}

RECENT ACTIVITY
{task_block}

Produce: 1) Company overview & news 2) Industry trends 3) Competitive landscape 4) Messaging angles 5) Discovery questions"""

brief = requests.post(
    "https://app.mavera.io/api/v1/mave/chat",
    headers={"Authorization": f"Bearer {MV_K}", "Content-Type": "application/json"},
    json={"message": prompt},
).json()

print(brief.get("content", ""))
print(f"Sources: {len(brief.get('sources', []))}")

Example Output

## Acme Corp — Manufacturing | $120M Revenue | 850 Employees

### Company Overview
Acme Corp is expanding into European markets. Recent press highlights a
new Stuttgart facility and a $15M Series D focused on supply chain digitization.

### Industry Trends
- IoT-driven predictive maintenance investments up 23% YoY
- EU ESG reporting mandates require new compliance tooling
- Labor shortages accelerating automation spend

### Competitive Landscape
Current vendors: SAP (ERP), Tableau (analytics). Recent RFP activity
suggests dissatisfaction with reporting capabilities.

### Messaging Recommendations
1. Lead with speed-to-value — VP Eng responded to POC speed last cycle
2. Emphasize EU compliance given Stuttgart expansion
3. Avoid per-seat pricing framing — CFO flagged this

### Discovery Questions
- "How is the Stuttgart expansion changing your reporting requirements?"
- "What's your timeline for EU ESG compliance tooling?"

Sources: 4

Mave automatically cites its sources. Store the sources array alongside the brief so AEs can verify claims.

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