
04 · 2026 · AI product
A call-prep tool that turns a company name or a LinkedIn URL into a research brief in under a minute.
Overview
Salespeople do the same research before every call. DialReady does the tab-opening once.
Paste a company ticker, a name, or a LinkedIn URL. It pulls SEC filings, web search results, and public profile data, then synthesizes them into a structured brief - company overview, financials, recent developments, the person, personal hooks, and a suggested approach. Copy it as Markdown and take it into the call.
The build, in four parts
01 - 04
01 - The problem
Every sales call opens with the same prep: understanding the company, the person, and what they care about before you dial. Done well, it's 20–30 minutes of scattered research - a 10-K here, a news item there, a LinkedIn profile in between - repeated before every meeting and never reused. It's exactly the kind of repeatable work worth automating once.
02 - The approach
Instead of a research workflow, DialReady is a single form. The system resolves whatever you give it: a ticker becomes a company, a LinkedIn slug becomes a person, a person's employer becomes a company. It fetches the SEC filing, runs live web searches, and scrapes the public profile - then asks the LLM to synthesize everything into one structured brief.
The brief is honest about what it doesn't know. Every section cites its sources, and a gaps list says what couldn't be verified, so nothing gets invented to fill space.
03 - The build
Next.js on Vercel serves the UI and the API route. The pipeline runs in parallel - SEC filings from EDGAR, search results from Tavily, profile data fetched server-side - then truncates each source to fit one LLM call. The LLM runs on NVIDIA's free NIM endpoint, which keeps the running cost at zero, and a free-tier fallback model catches rate limits.
Zod validates the output against the schema, and every section degrades gracefully if a source fails. The whole thing runs within a 60-second function budget, so it ships on a free Vercel tier with no database and no auth.
04 - The outcome
What took 20–30 minutes of tab-hopping now takes one paste and under a minute of waiting. The brief fits on one screen: company position, financials, recent moves, the person's background, icebreakers, and a suggested approach - with sources attached so you can verify every claim before the call.
~20–30 min
of pre-call research, gone
1 paste
from blank page to a call-ready brief
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