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Agent template

Research company compliance data with Exa

CREATED BY

KD

36 Templates

9.8k Views

LAST UPDATED

November 8, 2025

SOLUTION

Operations

DESCRIPTION

Get a high-level overview of a company's compliance track record and policies. This agent will, when given the name of a company, use Exa to answer various questions about a company's compliance (e.g. if they have a CCO and that CCO's LinkedIn, which compliance frameworks they follow, recent compliance incidents, etc.). It'll also write that information to a Google Sheet.

If you don't have a Google Sheet, you can run this agent once and it'll create a sheet for you.

If you want data from future runs to go to into the same sheet, update the instructions by pasting in the Google Sheet's URL (under the section called "Step 3A," where it says "[GOOGLE SHEET URL GOES HERE]")

TOOLS

HOW DO YOU SET THIS UP?

1.

Authenticate with Google Sheets

2.

Paste destination Google Sheets URL into instructions

If you don't have a Google Sheet, you can run this agent once and it'll create a sheet for you. If you want data from future runs to go to into the same sheet, update the instructions by pasting in the Google Sheet's URL (under the section called "Step 3A," where it says "[GOOGLE SHEET URL GOES HERE]")

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