Research every sales prospect and draft follow-ups automatically

Researches each new sales prospect and writes a personalized follow-up email and text, saved to your spreadsheet.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig[\"new prospect meeting logged"\]:::trigdata s0["research prospect company background"]:::task s1["match to relevant solutions"]:::task s2["draft follow-up email and text"]:::task s3[("save drafts to spreadsheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"ready-to-send personalized follow-up drafted"/]:::out pay{{"follow up promptly without losing momentum"}}:::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 SystemsSpreadsheet & Database Ops
Connects
Google SheetsTavilyOpenAI

The problem it solves

Before a big call, you scramble to look up who you're meeting and what their company actually does. Afterward you're too busy to write a thoughtful follow-up, so it either goes out generic or doesn't go out at all, and momentum gets lost between meetings.

Who it fits

A sales rep or account executive who books calls with new prospects.

How it works

  1. As soon as a new prospect meeting is logged in your spreadsheet, the automation starts researching them
  2. It looks up the company's background, technology stack, and recent news
  3. It matches their situation to relevant solutions and past success stories
  4. It drafts a personalized follow-up email, subject line, and text message
  5. Everything is saved back into your spreadsheet, ready to review and send
What you get

Prospects followed up with before they go cold

You get research-backed follow-up emails and texts drafted for every new prospect meeting, waiting in your spreadsheet to send.

What you get

A spreadsheet row filled in with prospect research and a ready-to-send follow-up email, subject line, and text message.

What you need

A Google Workspace account, a Tavily API key, 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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