Free Sales Discovery Brief Generator.
Save known facts, unanswered questions and a tailored discovery agenda.
Start with a visible lead inquiry plus the user's discovery goals.
Chrome extension + account required.
25 free automation tasks/month. Browser-provider limits apply.
# Sales discovery brief
## Known
The lead wants fewer manual reports.
## Ask next
- How large is the team?
- Which reports take the most time?
- What would a useful first improvement look like?
Team size, budget and deadline are not stated.
Three small steps.
- 01
Get WebAct ready.
Install the Chrome extension and verify your WebAct account. Choose Browser model → ChatGPT and sign in when prompted.
- 02
Bring the right context.
Open a visible lead inquiry plus the user's discovery goals. Activate WebAct from the toolbar, select the relevant context and switch to Task mode.
- 03
Paste. Run. Check.
Review the proposed actions, run the task, then check the output against the source before using it.
What you bring.
a visible lead inquiry plus the user's discovery goals.
What you get.
Save known facts, unanswered questions and a tailored discovery agenda. Markdown file.
Keep it focused.
One active tab; up to 25 records or one short document to start. Generated files must stay under 48,000 UTF-8 bytes.
Give the busywork to WebAct.
Copy this task and paste it into WebAct on your source page.
Sales Discovery Brief GeneratorTASKWork only with a visible lead inquiry plus the user's discovery goals. Save known facts, unanswered questions and a tailored discovery agenda. Create a MD file named webact-sales-discovery-brief-generator.md. Keep the complete file under 48,000 UTF-8 bytes. Use only observed content and facts I supply. Keep missing values unknown. Preserve IDs, dates, units and currencies. Report omitted, truncated or unreadable content; do not claim full coverage. Verify the output against the source and stop if the required input is unavailable. Ask me for any required settings or source facts that are missing before starting. Start with up to 25 records or one short document. Report exactly which source content was included.
Paste in Task mode with Browser model selected.
Make it yours. Specify the fields, tone or level of detail you need. Keep the original facts and mark anything that needs your review.
Before you start.
Brief includes reporting context and a question about team size.
Chat or Task? Choose your modeWhat input does this Sales Discovery Brief Generator need?
a visible lead inquiry plus the user's discovery goals. Expand the relevant content and share only the context needed for this task.
What should I check in the result?
Brief includes reporting context and a question about team size. Only the selected visible content is included. Missing facts stay unknown; verify the result before use.
Does it update my CRM automatically?
Use the supplied facts and readable records in the active tab. File recipes prepare an output for review; form recipes stop before saving. Background CRM synchronization is not included.
Can I use this on the Free plan?
Yes. Install the Chrome extension, verify your WebAct account and use an available ChatGPT browser connection in the same Chrome profile. Free includes 25 user-started automation tasks per calendar month (UTC), shared across all tools. A task counts when its first action starts; steps and necessary retries within that task do not count separately. Provider limits apply. After 25 tasks, upgrade or wait for the reset.
Does this page run the task?
This page provides an illustrative example and a task to copy. Run it through WebAct on the source page you activate. Selected page context is processed by your browser AI provider. An ordinary answer in browser Chat uses no WebAct automation allowance; creating a file or changing fields in Task mode does.
Learn how shared page context is handled in our privacy policy.
A little more room for your work.
Bring WebAct to the page you’re already working on.