Guides

How to run company research in Orbit

Good outreach starts with twenty minutes of research nobody has. Orbit does it for you: open a company record, hit Research, and a staged pipeline crawls the website, checks their ads and Google presence, finds stakeholders, and writes a dossier with suggested angles and an opener.

How do I research a company in Orbit?

  1. 1Open the company record and switch to the Research tab.
  2. 2Start a run. The stages execute in order: website crawl, ad-library check, Google presence, social links, stakeholder discovery, then an AI-written synthesis. You can watch the progress live.
  3. 3Read the dossier. It summarizes what the company does, what they are running and where they show up, likely gaps, suggested outreach angles, and a draft opener.
  4. 4Apply what you want to the record. The apply preview only fills empty fields by default, so research never overwrites what you already know.
  5. 5Add discovered stakeholders as contacts with one click. Each notes how confident the email is, and Orbit does not invent addresses it could not verify.

How do batches and API keys work?

Select several companies in the Companies list and run research on up to 20 at once. Runs execute one after another, and when a batch finishes you can export the results as a CSV for whatever outreach tool or process comes next.

Some stages use third-party services and need API keys, set once in Settings under Integrations, or inherited from the platform so most people never touch them. If a key is missing, that stage is skipped and listed in the dossier as a skipped source instead of failing the run.

Treat the dossier as a very fast first draft of your own judgment. It tells you where to look and gives you an angle; the two minutes you spend confirming it are still yours.

Put the research to work

Frequently asked questions

What does Orbit company research actually check?+

Six stages: the company website, their advertising footprint, their Google presence, their social profiles, the people who work there, and finally an AI synthesis that turns it all into a dossier with angles and an opener.

Will research overwrite my existing company data?+

No. The apply step shows a preview and only fills empty fields by default. You choose anything beyond that explicitly.

Does Orbit invent contact emails?+

No. Discovered stakeholders carry a confidence label on their email, and when an address could not be verified, Orbit says so instead of guessing.

Can I research many companies at once?+

Yes, select up to 20 companies and run a batch. Runs execute sequentially, and the finished batch exports to CSV.

Do I need my own API keys for research?+

Some stages use third-party services. Keys can be set once in Settings under Integrations, or inherited from the platform. Missing keys skip their stage and are listed as skipped sources, so a run always completes with what it has.

Twenty minutes of research in two

A dossier, angles, and stakeholders on every company record. Start free.

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