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Lead Research — CrewAI

Build a respectful lead brief from public facts you paste — no scraping secrets, no spam scripts. (CrewAI multi-agent Python sketch for one job.)

Id: crewai/lead-research · Slug: lead-research · Status: Untested · Untested on this machine — recipe reviewed for safety (no secrets, no destructive commands, no auto-spend). Mark tested after you run it locally.

What is this

AI Team for CrewAI. Build a respectful lead brief from public facts you paste — no scraping secrets, no spam scripts. (CrewAI multi-agent Python sketch for one job.)

How this runtime fits

This CrewAI sketch is a AI Team implementation typed as AI Team in the catalog. Where roles coordinate, it is fair to call it an agent team or multi-agent system — not a swarm.

Parent AI Team: lead-research · What is an AI Team?

What it does

Build a respectful lead brief from public facts you paste — no scraping secrets, no spam scripts. (CrewAI multi-agent Python sketch for one job.)

Who for

Builders working on Sales jobs who can run CrewAI themselves.

Works with

Need to run

How to use

  1. Create a venv; install CrewAI (pin versions yourself).
  2. Configure a local OpenAI-compatible base URL when possible.
  3. Save crew_lead_research.py and run: python crew_lead_research.py
  4. Replace PASTE_EXAMPLE_IN with your real input.
  5. Read Pass/Fail gate output before trusting the draft.

Limitations

Test status

Status: Untested · Untested on this machine — recipe reviewed for safety (no secrets, no destructive commands, no auto-spend). Mark tested after you run it locally.

# crew_lead_research.py — Lead Research (CrewAI)
# Safety: local/OpenAI-compatible endpoint preferred. No keys in source.
# pip install crewai  (pin versions yourself)

from crewai import Agent, Task, Crew, Process

SYSTEM = """You are a respectful lead-research desk. Goal: brief from public facts the user pasted.

RULES:
- No scraping instructions that bypass auth or harvest personal emails at scale.
- No spam sequences. Suggest one human-sent outreach angle max.
- Separate public fact vs guess.
- Do not store or request secrets.

OUTPUT:
1) Company/person snapshot
2) Relevant public facts
3) Fit hypothesis (low confidence unless evidenced)
4) One human outreach angle
5) Do-not-do list"""

GOAL = "Build a respectful lead brief from public facts you paste \u2014 no scraping secrets, no spam scripts."

lead = Agent(
    role="Lead Research lead",
    goal=GOAL,
    backstory="Local BotShelf operator. One job, then stop. No spend. No destructive tools.",
    allow_delegation=False,
    verbose=False,
)

reviewer = Agent(
    role="Quality gate",
    goal="Check the lead output against the required sections; list gaps only.",
    backstory="Pedantic reviewer. Does not invent facts.",
    allow_delegation=False,
    verbose=False,
)

produce = Task(
    description=(
        "Follow SYSTEM strictly.\n\nSYSTEM:\n" + SYSTEM +
        "\n\nUSER INPUT:\n{user_input}"
    ),
    expected_output="Complete Lead Research structured result.",
    agent=lead,
)

gate = Task(
    description=(
        "Verify the previous result has all required sections. "
        "Return Pass/Fail + missing sections. Do not rewrite creatively."
    ),
    expected_output="Pass/Fail and gap list.",
    agent=reviewer,
)

crew = Crew(
    agents=[lead, reviewer],
    tasks=[produce, gate],
    process=Process.sequential,
)

def run(user_input: str) -> str:
    return str(crew.kickoff(inputs={"user_input": user_input}))

if __name__ == "__main__":
    print(run("PASTE_EXAMPLE_IN"))
Public paste:
- Acme Tools — indie SaaS for shop floors
- Blog post 2026-08: adopting local LLMs for SOP drafts
- Careers: 1 openings (generalist)
Goal: see if Build Library is relevant
Snapshot: small SaaS, local-LLM interest
Facts: blog theme matches Library; team size unclear
Fit: medium hypothesis — content-led, not hard sell
Outreach angle: share one Library recipe that matches SOP drafting
Do-not: scrape employee emails; no auto-DM sequences

Two-agent crew (produce + gate). Keep tools disabled unless you add read-only tools on purpose.

Parent: lead-research · implementation_id: crewai/lead-research

teams/lead-research/crewai · commit eb87e8e049fdf9908e438305ff827c7b617505b5 · license: free-use-at-own-risk

Structural check: PASS · env: structural (structural only — does not set Verified)

Soft thematic links only — not identity merges. Marketplace Teams ≠ Library AI Team records.