Auto-research companies and save reports to Google Sheets

Submit a company name in a form and get a full research report automatically saved to Google Sheets.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"company details submitted via form"]:::trig s0["search web for company info"]:::svc s1["organize findings into report"]:::svc s2[("log report to sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 out[/"structured company research report"/]:::out pay{{"skip hours of manual research"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGSpreadsheet & Database OpsResearch & Market Intelligence
Connects
JotFormTavilyOpenAIGoogle Sheets

The problem it solves

You spend hours manually searching news, financial data, and market info before every sales call or investment decision. Pulling it all into one place and keeping records for the team is tedious busywork.

Who it fits

A sales, investment, or business development team that needs quick background on companies before meetings.

How it works

  1. You submit a company name and details through a simple form
  2. An AI agent searches the web for news and general company information
  3. The findings are organized into a structured report covering updates, financials, and strategy
  4. The report is logged to Google Sheets with a timestamp for the whole team to reference
What you get

Company background ready before the meeting

You get a full company research report, covering news, financials, and strategy, saved and ready before your next meeting.

What you get

A structured company research report saved as a new row in Google Sheets, with sources included.

What you need

A form tool for submissions, a web search API key, and a Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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