Tutorial · Research Workflows
How to Build a Company Research Assistant From a URL
A repeatable profile built from a company's own public pages.
Written by Aaron Grainger
Independent Content Strategist & Product-Marketing Writer · Published Aug 5, 2025
- Primary audience
- Research, intelligence, and editorial teams
- Also useful for
- AI application developers
- Tone
- Educational
- Reading time
- 2 min
- Published
- Aug 5, 2025
Direct answer
Build a company research assistant by crawling a shallow scope from the homepage, classifying pages by type, and running a type-specific extractor for each. The output is a profile with per-field provenance and an explicit not-found list. The discipline is refusing to infer: headcount, revenue, and funding are not derivable from a company's own marketing pages.
In active development — preview and full outline below
The classifier is the product
The valuable part of this workflow is not the extraction; it is the page-type classifier. Pricing pages, about pages, careers pages, and documentation each answer different questions. Treating them as one undifferentiated corpus produces a profile made of marketing adjectives — "leading", "trusted", "enterprise-grade" — which is exactly the output nobody can use.
Definition: what a company's own pages can evidence
A company site is a primary source for what the company claims and a weak source for what is true. "We support SOC 2" on a trust page evidences the claim and its date, not the certificate. Build the profile to record claims with their source, and let the reader decide what to verify.
| Page type | Fields worth extracting | What it cannot evidence |
|---|---|---|
| Pricing | Tier names, published prices, seat/usage units, contract terms | Actual paid price; enterprise deals are unlisted |
| Product / features | Named capabilities, integrations, supported platforms | Maturity or quality of any of them |
| Documentation | Limits, auth methods, API surface, changelog cadence | Roadmap or internal priorities |
| Careers | Open roles, team names, locations | Headcount — a proxy at best, and often stale |
| About / press | Stated positioning, named leadership, stated founding year | Funding, revenue, or customer counts |
| Customers / logos | Named references the company publishes | Whether those accounts are current |
What the assistant should refuse to output
- Headcount, revenue, funding, or valuation — not present on the site, and inferring them is fabrication.
- Customers not named on a retrieved page, however plausible the logo grid looked.
- A capability judgement ("strong at X") — record the claim and its excerpt instead.
- Any field with no
source_url. If provenance is missing, the field is missing.
Full outline
Sections planned for this guide
01Scoping the crawl
- — Depth and page caps
- — Subdomains and regional sites
- — What to exclude
02Page-type classification
- — The types worth distinguishing
- — Signals that identify each
- — Handling unclassifiable pages
03Per-type extraction
- — What each page type can evidence
- — Excerpt requirements
- — Marketing language versus capability
04Reconciliation
- — When pages disagree
- — Keeping both values with sources
- — Recency as a weak tiebreak
05What to refuse
- — Headcount, revenue, funding
- — Inferred customers
- — Anything not on a retrieved page
Practical takeaway
- Classify page type before extracting; one extractor for all pages performs badly.
- A company's pages are authoritative about claims, not outcomes.
- An explicit not_found list is what makes the profile honest.
- Re-run before use — profiles go stale quietly.
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Tutorial · 4 min
How to Build a Cited AI Research Agent
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Workflow playbook · 6 min
Create a company-research workflow from a URL
Start from a single homepage and assemble a structured profile from the company's own public pages.
Checklist · 4 min
Structured Extraction Validation Checklist
Validation rules to apply before extracted records reach a database or a downstream model.
Version history
Current: 1.1 · In active development
- 1.0Aug 5, 2025First published.
- 1.1Aug 5, 2025Marked in active development; sections still being expanded.
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Sourceframe is an independent product concept created for research, product-design, and technical-content exploration. It is not an operating company, and nothing here describes a live commercial service. All examples, schemas, and code are illustrative unless a page says otherwise. No client data, customer outcomes, performance results, or partnerships are described anywhere on this site.