Research every new prospect and draft their follow-up automatically

When a prospect books a call, this researches them, recommends a fit, and drafts personalized follow-up emails and texts.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"call booking created"]:::trig s0["research the prospect"]:::task s1["match to best-fit solution"]:::task s2[("log findings in sheet")]:::store s3["draft follow-up email and text"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"researched record and drafted follow-up"/]:::out pay{{"faster more personal follow-up"}}:::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 stepA record or sheetResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsSpreadsheet & Database Ops
Connects
Google SheetsOpenAI

The problem it solves

You or your sales team spend time digging through websites and social profiles before every call, then scramble to send a decent follow-up afterward. Important details get missed and follow-ups go out late or generic, costing you deals.

Who it fits

A sales team or founder who takes a steady stream of discovery calls and needs consistent, fast follow-up.

How it works

  1. A new call booking triggers the assistant
  2. It researches the prospect using AI and web lookups
  3. It matches them to the best-fit solution
  4. It logs the findings in your Google Sheet
  5. It drafts a personalized follow-up email and text for you to send
What you get

Follow-up drafts ready the moment a call is booked

You get every new prospect researched and matched to the right fit, with a personalized follow-up drafted and ready to send.

What you get

An updated prospect record in Google Sheets plus a ready-to-send personalized follow-up email and text.

What you need

A Google Workspace account and an OpenAI 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

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