Research each prospect into an outreach brief
Works down your prospect list in Google Sheets, researches each company on the web, and writes a short brief into the row.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead rowsReads your prospect tab to find rows with a company name and an empty 'Brief' cell that still need research.
For each
rowIf
columnsFoundis true,companyis not empty andexistingBriefis empty- 2PerplexityGenerate model responseAsks the AI to research each company on the web and write its four line brief, ending with an opening angle.
If
briefis not empty- 3Google SheetsWrite rowWrites the finished brief into the row's 'Brief' cell in column A, leaving every other cell on the row untouched.
- 3
- 2
How it works
What happens on each run, in plain English.
Every six hours, your prospect list in Google Sheets is read and a few companies whose 'Brief' cell is still empty are researched on the web by AI. Each gets a four-line brief written into the row: what the company does, its size and stage, one signal from the last six months, and an opening angle tying that signal to what you sell.
The brief sits next to the account whenever anyone opens the list. The 'Brief' column is the only thing written, and only when it is empty, so nothing is researched twice and nothing you have edited by hand is overwritten; clear a brief and the next run writes it again. A row with no company name is left alone, a tab missing either column is reported, not written into, and a company the research cannot answer for is left for the next run.
Your tab needs 'Brief' as its first column and a 'Company' column; anything else on the row is left as it is. You also describe what you sell and who buys it, so the last line can be an opener.
You may also be interested in
Extract purchase orders from GmailReads each new purchase order email, looks its items up in your product list, and logs every line with name and price.Drip helpful articles to your leadsEvery day, emails the next few leads in your sheet a random article with a short AI note, and comes back to each after a set gap.Nurture leads with a personalised articleEach day, picks an article for every lead due one, by their interests and stage, writes a personal note around it and emails it.Email a deal breakdown after every sales callReads each new sales call transcript in your sheet and emails a deal breakdown, next steps and a follow-up draft to one address.Start from a workflow that already works.
Add "Research each prospect into an outreach brief" to your workspace, connect its apps, and make it yours.
Free plan, no credit card