Creating A Company Research Claude Skill

Priank Ravichandar
Nov 10, 2025
10 min read

Updated: Nov 11, 2025

Creating a Claude Skill for conducting comprehensive company and product research.

Context

Traditionally, researching a company has been a tedious and time-consuming process. It can be challenging to find all the critical details and locate reliable sources. While we can use AI to enhance this process, since research is often done ad hoc, using different tools and approaches, the results can be inconsistent, varying in quality. This project explores how AI can be used to create a fully automated company research workflow by creating a Claude Skill. This skill was created to address the need for consistent, high-quality company research. It standardizes the process while maintaining depth and quality.

You can find the complete code and details on how to use it in this project’s GitHub repository.

About Claude Skills

Claude Skills extend Claude's capabilities with specialized knowledge and workflows. Skills are reusable packages that teach Claude how to perform domain-specific tasks consistently and professionally.

Learn more: Introduction to Claude Skills | How to Create Custom Skills | Claude Skills Documentation

Workflow

Tools: Claude

Step 1: Define Requirements

We outline the requirements for the company research and product deep dive we want to conduct.

Step 1A: Define company research requirements

We want to generate a comprehensive report with the following sections:

Company Mission - Official mission statement and core intent
Company Values - Explicit values and cultural principles
Key Facts - Founding, location, size, leadership, milestones
Products or Services - Product catalog with descriptions
Product Deep Dive - Detailed analysis with subsections:
- 5.1. How [Product] Works
- 5.2. What Problems It Solves
- 5.3. Recent Updates
Industry and Market - Sector, positioning, trends, competition
Customers and Use Cases - Target audience, segments, case studies.
Pricing Model - Pricing tiers, plans, business model
Insights for Applicants - 3-5 actionable interview/application tips
Complete Source List - All sources cited throughout

Step 1B: Define product deep dive requirements

We want to generate a comprehensive report with the following sections:

Executive Summary with Key Differentiators
Core Architecture / Product Overview
Core Features (organized by category with subsections)
AI/Automation Features (if applicable)
Visual Workspace / Creation Tools (if applicable)
Collaboration & Sharing
Integrations & Extensions
Pricing & Plans
User Experience & Interface
User Workflows (with comparison tables)
Competitive Positioning (with comparison tables)
Target User Profile
Product Metrics & KPIs (inferred)
Product Roadmap Insights
Technical Implementation (for technical products)
User Feedback & Sentiment
Conclusion with Key Takeaways
Sources

Step 2: Define Research Prompts

We want the Claude skills to first conduct company research, then generate a product deep dive. To figure out the best way to do this, we first create individual prompts to complete each step.

Step 2A: Define a company research prompt

We test and refine prompts for company research until we get a reasonably good output. The goal is to define a prompt that will generate a markdown file with the company research.

Company Research Prompt

Research this company: [company_url]

Use official company pages (About, Careers, Products, Press, Investor Relations) as the primary source.  
If information is missing, supplement using only reputable external sources — credible news outlets, product documentation, press releases, trusted databases, app store listings, or official social media announcements.  
Cite all sources in the format [Website Name | Page Title](url).
Avoid unverified blogs, AI summaries, or unattributed claims.  
Be concise, structured, and factual — prioritize clarity and relevance to a job applicant's preparation.

Organize your findings under these sections:

1. **Company Mission**  
   - Extract the official mission or vision statement verbatim if available.  
   - Summarize its core intent in one short sentence.

2. **Company Values**  
   - List explicitly stated values, cultural principles, or behavioral norms.  
   - Include inferred values if they appear consistently (e.g., "innovation," "customer focus").

3. **Key Facts**  
   - Include: founding year, headquarters, employee count, revenue range (if disclosed).  
   - Name key leaders (CEO, founders, or executives).  
   - Highlight notable milestones, awards, or recognitions.  
   - Limit to 3–5 concise bullet points.

4. **Products or Services**  
   - List all main products or services.  
   - For each, provide a one-sentence description of its function or unique value.

5. **Product Deep Dive**  
   - If product details are limited on the website, gather from reputable external sources (e.g., app stores, product docs, user reviews, or news coverage).  
   - Explain how the main product(s) work, core features, differentiators, and user experience.  
   - Describe what problems they solve and how customers typically use them.  
   - Mention any recent updates or product launches.

6. **Industry and Market**  
   - Identify the primary industry or sector.  
   - Explain the company's market position (niche, target segment, differentiator).  
   - Summarize any trends, opportunities, or challenges mentioned in reliable sources.

7. **Customers and Use Cases**  
   - Describe target audiences or customer segments (B2B/B2C, industries, regions).  
   - Note any notable clients, case studies, or testimonials.

8. **Insights for Applicants**  
   - Provide 2–3 actionable insights on how a candidate might align with the company's goals, products, or values in a cover letter or interview.  
   - Example: "Highlight experience in automation," "Emphasize cross-functional collaboration," or "Show enthusiasm for sustainability."

9. **Complete Source List**
   - Provide a numbered list of all sources used throughout the report in the format: [Website Name | Page Title](url)

Formatting rules:  
- Use clear headings, bullet points, and short sentences.  
- Cite sources inline throughout each section in the format [Website Name | Page Title](url).
- Include a complete "Complete Source List" section at the end with all sources numbered.
- Output should be factual, verifiable, and concise.

Step 2B: Define a product deep dive prompt

We test and refine prompts for product deep dives until we get a reasonably good output. The goal is to define a prompt that will generate a markdown file with the product deep dive.

Product Deep Dive Prompt

Create a new document called "[Product Name] Features And Functionality" that expands on the "Product Deep Dive" section. The goal of this document is to get a deeper understanding of the product's full features and functionality. The audience is a product team and their stakeholders.

Step 2C: Run a test with a specific company

We need a baseline for the quality of research we want to generate. Therefore, we run a test for a specific company using these prompts. I researched the Sublime app using prompts in steps 2A and 2B and refined the output. This serves as an example of a general structure and format of the reports I want to generate. I use these later to fine-tune the Claude Skill.

Step 3: Create The Claude Skill

Step 3A: Construct a Claude Skill prompt

Now that we have the prompts defined for both of the research workflow steps, we can outline a prompt to create the company research Claude skill. The prompt describes the requirements and explicitly states the prompts that need to be used for each step.

Company Research Claude Skill Prompt

My goal is to create a reusable workflow I can use to research companies/products as part of competitive research or a job search. 

Help me create a Claude Skill called cs-company-research. This skill will document the series of steps that an AI model should take when researching companies/products. I will provide one or more company names along with URLs to the specific company/product. For example, I will provide an input like "Help me research company A (company_a_url), company A (company_a_url), and company A (company_a_url) using the cs-company-research Claude skill." I want the workflow to generate individual files for each company. 

For companies that have multiple products. I want the research to focus primarily on information related to the product linked in the URL. I have a draft below of the workflow. Refine the workflow below. It currently has basic prompts that should be run at each step. Update it as necessary based on my stated goals.

<workflow_draft>
# Step 1: Company Research Prompt (company_research_prompt)
 
Research this company: [company_url]

Use official company pages (About, Careers, Products, Press, Investor Relations) as the primary source.  
If information is missing, supplement using only reputable external sources — credible news outlets, product documentation, press releases, trusted databases, app store listings, or official social media announcements.  
Cite all sources in the format [Website Name | Page Title](url).
Avoid unverified blogs, AI summaries, or unattributed claims.  
Be concise, structured, and factual — prioritize clarity and relevance to a job applicant's preparation.

Organize your findings under these sections:

1. **Company Mission**  
   - Extract the official mission or vision statement verbatim if available.  
   - Summarize its core intent in one short sentence.

2. **Company Values**  
   - List explicitly stated values, cultural principles, or behavioral norms.  
   - Include inferred values if they appear consistently (e.g., "innovation," "customer focus").

3. **Key Facts**  
   - Include: founding year, headquarters, employee count, revenue range (if disclosed).  
   - Name key leaders (CEO, founders, or executives).  
   - Highlight notable milestones, awards, or recognitions.  
   - Limit to 3–5 concise bullet points.

4. **Products or Services**  
   - List all main products or services.  
   - For each, provide a one-sentence description of its function or unique value.

5. **Product Deep Dive**  
   - If product details are limited on the website, gather from reputable external sources (e.g., app stores, product docs, user reviews, or news coverage).  
   - Explain how the main product(s) work, core features, differentiators, and user experience.  
   - Describe what problems they solve and how customers typically use them.  
   - Mention any recent updates or product launches.

6. **Industry and Market**  
   - Identify the primary industry or sector.  
   - Explain the company's market position (niche, target segment, differentiator).  
   - Summarize any trends, opportunities, or challenges mentioned in reliable sources.

7. **Customers and Use Cases**  
   - Describe target audiences or customer segments (B2B/B2C, industries, regions).  
   - Note any notable clients, case studies, or testimonials.

8. **Insights for Applicants**  
   - Provide 2–3 actionable insights on how a candidate might align with the company's goals, products, or values in a cover letter or interview.  
   - Example: "Highlight experience in automation," "Emphasize cross-functional collaboration," or "Show enthusiasm for sustainability."

9. **Complete Source List**
   - Provide a numbered list of all sources used throughout the report in the format: [Website Name | Page Title](url)

Formatting rules:  
- Use clear headings, bullet points, and short sentences.  
- Cite sources inline throughout each section in the format [Website Name | Page Title](url).
- Include a complete "Complete Source List" section at the end with all sources numbered.
- Output should be factual, verifiable, and concise.


# Step 2: Product Deep Dive Prompt (product_deep_dive_prompt)

Create a new document called "[Product Name] Features And Functionality" that expands on the "Product Deep Dive" section. The goal of this document is to get a deeper understanding of the product's full features and functionality. The audience is a product team and their stakeholders.

</workflow_draft>

Step 3B: Create the Claude Skill

We run the prompt in Claude to generate the skill. This takes a while, but when the process is complete, Claude gives you a summary along with several files for context. The (.skill) file is the actual skill that needs to be uploaded to Claude. The other files are mostly there for context.

Note: I recommend reading through the generated files to understand how the skill works.

Step 3C: Refine the skill

We use the examples we generated in step 2C to fine-tune the Claude Skill using a prompt. We upload the markdown files for the company research and product deep dives from steps 2A and 2B.

Claude will verify if the skill meets the requirements and make the necessary edits. This takes a while, but when the process is complete, Claude gives you the updated skill along with the context files.

Note: Alternatively, you could include the examples in your prompt in step 3A as well.

Here are examples of the company research and deep dive file generated using my original prompts for workflow steps 1 and 2 for the following company: 
Sublime App-https://sublime.app/

Verify that the skill will produce similar, if not better, reports. Make any changes necessary.

Claude edits the Skill based on the training examples

Step 3D: Upload and test the Claude Skill

We now need to verify that the skill works as expected. We upload the (cs-company-research.skill) file to Claude (Claude > Settings > Capabilities > Upload Skill)

Once the skill has been added, we open a new chat in Claude and test the skill with the same company as step 2C

Use cs-company-research to research the Substack Notes App at https://substack.com/home

Note: I tested with a few different variations of this prompt as well

Step 3E: Review outputs and fix issues

The testing revealed some issues with the file naming conventions the skill was using. I pasted the error message along with the prompt I entered to address the issue.

Bug Prompt

I ran a test of the skill using these prompts. 
* Prompt 1 - Error
* Prompt 2 - No Error

<prompt_1>
Use cs-company-research to research Substack Notes at https://substack.com/home
</prompt_1>

<prompt_1_error>
{"type":"error","error":{"type":"not_found_error","message":"File not found in container: /mnt/user-data/outputs/Substack%20-%20Research.md","details":{"error_visibility":"user_facing"}},"request_id":"req_011CUxcHsLbDLJFT7Xgh3S6b"}
</prompt_1_error>

<prompt_2>
Use cs-company-research to research Substack Notes at https://substack.com/home and save the file as "company_research_substack.md"
<\prompt_2>

Update the skill to prevent the issue from occurring.

Claude will fix the skill, making the necessary edits, and give you the updated skill along with the context files.

Claude fixes the bug and updates the Skill

Step 3F: Upload and test the updated Claude Skill

We now need to verify that the updated skill works as expected. We repeat step 3D with the new file and run a few tests. If there are no issues with the file, the skill is working as expected.

Step 4: Upload Skill To GitHub

I created this Company Research Claude Skill so it could be reused by other people as well. I used Claude to generate documentation, usage guides, and customization guides as well. Feel free to review and repurpose this skill as needed for your specific use case. Hope this was helpful!

You can find the complete code and details on how to use it in this project’s GitHub repository.

Note: The research reports generated by this Claude Skill are meant to be a starting point. You have to ensure you review and refine the outputs. Also, since these reports are AI-generated, always check for inconsistencies, hallucinations, and errors in the reports.

Use Cases

This skill can be helpful in three key scenarios:

Job Search Preparation - Research companies before interviews, understand culture and values, and prepare talking points.
Competitive Analysis - Analyze competitors' products, positioning, and market strategy
Market Research - Understanding industry players or evaluating potential customers, partners, or investment targets

Note: This Claude skill can handle research for a variety of company/product research use cases. More instructions available here.

Benefits

The Company Research Claude Skill (cs-company-research) provides a structured workflow for researching companies and products.

Easy Implementation: Installing and running the skill is simple. More instructions available here.
Saves Time: Expedites research work that would normally take much longer.
Structured Outputs: Creates a 10-section company report and a 17-section product deep dive..
Consistency: Generates standardized, repeatable reports with information from 8-15+ verified sources cited.
Configurable Output: Skill can be modified based on reporting needs directly in Claude. More instructions available here.

Limitations

Information Availability: Private companies may have limited public information, so some details (like revenue, employee count) may be unavailable.
Subjective Analysis: Skill focuses on factual research, not strategic recommendations, so it won't provide specific advice (e.g., “Should I partner with this company?”).
Research Depth vs. Time: Thorough research takes 5-10 minutes per company, so this may not be suitable for quick, superficial overviews.
Technical Products: Deeply technical products (enterprise software, developer tools) may require additional technical expertise to fully evaluate, so hands-on evaluation and review of technical documentation may be necessary.
Language Support: Optimized for English-language sources, so research quality may be reduced for companies whose information is not available in English.

Bottom Line

Use this skill as a fast, repeatable starting point for professional company and product research. It standardizes deep, source-backed reports and accelerates interview prep and competitive analysis.