Turn a form into a full CSR strategy report emailed automatically

You fill out a short form and get back a polished CSR strategy report, researched and emailed to you automatically.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"user submits csr goals form"]:::trig s0["look up company linkedin profile"]:::svc s1["write csr strategy report"]:::task s2["format into clean document"]:::task s3["email report to csr lead"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"csr strategy report emailed"/]:::out pay{{"saves hours of research and writing"}}:::pay s3 --> 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 itA stepAn outside serviceResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsEmail AutomationReporting & AnalyticsWeb Scraping & Data CollectionResearch & Market IntelligenceSurvey & Feedback
Connects
GmailOpenAILinkedIn

The problem it solves

Writing a corporate social responsibility strategy report means hours of research, benchmarking against other companies, and formatting a document that looks professional. You're pulled between gathering data and actually writing the strategy. Deadlines from leadership or regulators don't leave room for that kind of manual work.

Who it fits

CSR heads, ESG consultants, and sustainability officers who need to produce strategy reports regularly.

How it works

  1. You submit your company's CSR goals through a short form
  2. The system looks up your company's LinkedIn profile for background details
  3. AI reviews the goals and company data and writes a full strategy report, including benchmarking against similar organizations
  4. The report is formatted into a clean, readable document
  5. It's emailed straight to the CSR lead
What you get

CSR benchmarks you don't have to dig up yourself

You get a fully researched CSR strategy report emailed to you straight from a short form.

What you get

A formatted CSR strategy report delivered by email.

What you need

A Gmail account, an OpenAI API key, and a LinkedIn data subscription through RapidAPI.

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

Related automations

Brief yourself on a prospect's social activity before each call

Checks your calendar each morning and emails a summary of each meeting's company's recent LinkedIn and X activity.

Advanced

Generate a LinkedIn research brief with one Slack message

Type a person's name in Slack and get an emailed summary of their recent LinkedIn posts and topics in minutes.

Advanced

Send yourself a sales prep brief before every meeting automatically

Every morning you get a briefing on today's meeting attendees, their company, and recent LinkedIn activity.

Advanced

Scrape LinkedIn leads and approve cold emails from Sheets

Finds LinkedIn leads, drafts personalized cold emails with AI, and only sends after you approve them in Google Sheets.

Advanced
Back to the AI Playbook