What it does

Resolves the company in Zywave market data, generates and reads the research brief, previews decision-makers without enriching them, matches two attorney-reviewed content pieces, and assembles a one-screen packet with every fact tagged to its source and every unknown turned into a question.

What you get back

  • Company snapshot with sourced facts
  • What a submission would need, marked known or unknown
  • Open questions to clarify before quoting, talking points, and content to bring

Example prompt

Add the skill to your AI client first, then paste this. Swap the bracketed bits, and the names and numbers, for your own.

Prep me for Riverside Freight in Madison, WI.

Source: Written for this skill by the R&D AI Experience team.

These buttons try to pre-fill the prompt for you. Open Claude launches the Claude Desktop app (it won't work if you only use Claude in a browser); Open ChatGPT pre-fills the web chat when the browser allows it. Neither is guaranteed, so both also copy the prompt to your clipboard as a fallback -- if the tool opens with an empty box, paste. Connect the Zywave MCP in that tool first, or the prompt has no Zywave data to work with.

More prompts like this: Research before you engage, 12 more from the Zywave MCP Prompt Library, filterable by line of business.

What it needs from you

A few details from you. You supply the specifics in the prompt, company, state, size, dates.

Details to fill in when you run it:

  • The company name and its city and state

Never sends anything and never enriches contacts without a confirmation that names them.

Guides exist for Claude, Microsoft Copilot, ChatGPT, and Google Gemini Enterprise. Custom integrations talk to the MCP server directly, so start from the MCP Apps reference for those.

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