task icon Task

Research Person

Look up background information on a person using Exa

Requirements
Person's name. Optional: company they work at, their role, or reason for lookup (meeting prep, hiring, etc.)
3

Synthesize findings into a clear profile. Lead with current role and company. Include career background, notable work, and recent activity if found. Mention related people (co-founders, colleagues) if relevant. Offer to dig deeper on specific angles.

4

If this is meeting prep, ongoing project research, or user asks to save:
Run taskResolve Person Entity to create or merge the profile.
Include: name, current_role, company, summary, key_facts, and source="Exa research".
The resolver handles checking for existing entries and merging.
Otherwise, just present the findings.

                    To run this task you must have the following required information:

> Person's name. Optional: company they work at, their role, or reason for lookup (meeting prep, hiring, etc.)

If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.

---

You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple CONSECUTIVE read steps in a row, read them all at once (in parallel). Otherwise, do not read a file until you reach that step.

Add all steps to your todo list now and begin executing.

## Steps

1. [Read People Directory]: Discover relevant information in the user's filesystem at `documents/knowledge/people/*.md`. (Check for existing profile to merge with)

2. [Gather Arguments: Exa Search] The next step has the following requirements for arguments, do not proceed until you have all the required information:
- `query`: person's name plus any context (company, role) to disambiguate
- `numResults` (default: "5"): 5
- `type` (default: "auto"): auto

3. [Run Code: Exa Search]: Call `run_script` with:

```json
{
  "file": {
    "path": https://sk.ills.app/code/research.exa.search/preview,
    "args": [
      "query",
      "numResults",
      "type"
    ]
  },
  "packages": null
}
```

4. Synthesize findings into a clear profile. Lead with current role and company. Include career background, notable work, and recent activity if found. Mention related people (co-founders, colleagues) if relevant. Offer to dig deeper on specific angles.

5. If this is meeting prep, ongoing project research, or user asks to save:
Run `skills/sauna/[skill_id]/references/recipes/context.entity.resolve_person.md` to create or merge the profile.
Include: name, current_role, company, summary, key_facts, and source="Exa research".
The resolver handles checking for existing entries and merging.
Otherwise, just present the findings.