Research Riley - Admin Dashboard

Available Variables for Email Templates:

• {requester_name} - Name of person who requested the research
• {prospect_name} - Name of the prospect being researched
• {institution} - Requesting institution name
• {completion_date} - Date the report was completed

Dear {requester_name},

Your research report for {prospect_name} from {institution} is complete.

Completed on: {completion_date}

Available Variables for Prompt Templates:

Common to all agents:

• {{request_school_name}} - Requesting institution name
• {{additional_instructions}} - Additional instructions from requester

For Research Riley / Events Evan (Individual Prospects):

• {{constituent_name}} - Prospect's name
• {{address}} - Prospect's address
• {{school_name}} - School/university attended
• {{job_title}} - Job title and company
• {{linkedin_url}} - LinkedIn profile URL
• {{birthdate}} - Birth date
• {{spouse}} - Spouse's name
• {{degree_info}} - Degree information

For Corporations Claire:

• {{company_name}} - Company name
• {{website}} - Company website URL
• {{relevant_employees}} - List of relevant employees
• {{geographic_focus}} - Geographic or business unit focus
• {{entities_to_include}} - Entities or sub-organizations to include

For Foundations Fletcher:

• {{foundation_name}} - Foundation name
• {{website}} - Foundation website URL
• {{geographic_focus}} - Geographic or business unit focus
• {{known_people}} - Known people connected to the foundation

Research the prospect named {{constituent_name}} from {{request_school_name}}.

Address: {{address}}
Job: {{job_title}}
Additional Context: {{additional_instructions}}

Research {{company_name}} for {{request_school_name}}.

Website: {{website}}
Focus Areas: {{geographic_focus}}
Additional Context: {{additional_instructions}}