Research company websites and build lead profiles in Airtable

Scrapes each company's website and news, then writes an AI-written executive summary into Airtable.

How the work actually flows

A straight line. Runs once per each company in the list.

Pattern: Multiple Instances without Synchronization (12)

flowchart TD trig[\"list of company links available"\]:::trigdata s0[["visit company website"]]:::mi s1["extract profile and news"]:::task s2["identify strategic focus"]:::svc s3["write executive summary"]:::svc s4[("save summary to airtable")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"executive summary saved per company"/]:::out pay{{"hours of manual research saved"}}:::pay s4 --> 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 serviceRuns once per itemA record or sheetResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsSpreadsheet & Database OpsReporting & AnalyticsResearch & Market Intelligence
Connects
Google SheetsBrowserActAirtableOpenAI

The problem it solves

Researching dozens of prospect companies one by one eats an entire day you could spend selling. You end up with scattered notes across browser tabs instead of one clean record you can act on.

Who it fits

Sales development reps, sales ops managers, or market researchers building account lists.

How it works

  1. A list of company website links comes from Google Sheets
  2. The system visits each site and pulls the profile and news content
  3. AI reads the content and identifies strategic focus and recent activity
  4. A second AI pass writes a clean executive summary for each company
  5. The summary and key details are saved as a new Airtable record
What you get

Account summaries ready for your team

Each company on your list gets an AI-written summary of its focus and recent activity, saved to Airtable for your team.

What you get

A ready-to-read executive summary and key facts for each company, saved as an Airtable record.

What you need

A Google Sheets account, a BrowserAct account, an Airtable account, and an OpenAI or OpenRouter API key.

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

Enrich and score new form leads automatically in HubSpot

Every new form submission gets researched, scored, and added to HubSpot so your team only chases the leads worth chasing.

Advanced

Calculate and report multi-channel sales tax automatically

Pulls revenue from every sales channel, calculates tax owed by state, and flags anything unusual before you file.

Advanced

Match your resume to new job postings and rewrite it for each one

Finds new job postings that fit you, scores your resume against each one, and rewrites it to match.

Advanced

Automate ESG compliance data collection and approval routing

Pulls ESG data from multiple sources, scores it with AI, and routes it through approval before it's reported.

Advanced
Back to the AI Playbook