Sales Intelligence Assistant

This is a workflow I crafted to help me build a repository of knowledge based on the research I was conducting for validating BearHug’s market opportunities. Because BearHug is operating at the intersection of government and healthcare, it can get pretty complex and confusing to keep my facts and figures straight. I have used Perplexity to help me conduct research, but I don’t want the best knowledge to be lost to the void. So I developed a small script and workflow that allows me to use Perplexity to research a topic, identifying some of my favorite sources that it pulled from, then using Jina Reader I extract a TXT file of the wisdom contained within the webpage. If the content is a PDF, I download it and use Llama Parse to get good markdown out of it. Markdown is best for document retrieval, because it makes it very easy to decide where to chunk the documents, so I am planning to use some BAML to get structured markdown out of the TXT files I get from Jina. Then with all the markdown, I have had a good experience with Pinecone Assistants to help me process, chunk, and read the data from a vector store, making sure that I always have the best wisdom at my fingertips for this complex industry.