Turn a LinkedIn profile into a ready-to-send research report

Researches a prospect's LinkedIn and company, then builds a full outreach report in Google Docs automatically.

How the work actually flows

A straight line. Runs once per each lead.

Pattern: Multiple Instances without Synchronization (12)

flowchart TD trig[\"new leads added to sheet"\]:::trigdata s0[["read linkedin and company page"]]:::mi s1["gather competitor context"]:::task s2["ai writes structured summary"]:::task s3[("save report to docs and sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"research report per lead"/]:::out pay{{"reps walk into calls prepared"}}:::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 stepRuns once per itemA record or sheetResultPayoff
Build size
Advanced

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

Business functions
Spreadsheet & Database OpsReporting & Analytics
Connects
Google DocsGoogle SheetsOpenAI

The problem it solves

Before a sales call or cold email, you want real context on the person and their company, but pulling that together from LinkedIn, their website, and news takes real time. Doing this research well for every lead just doesn't scale.

Who it fits

A sales rep, SDR team, or agency preparing for outbound calls or emails.

How it works

  1. You add a list of leads to Google Sheets
  2. The system reads each lead's LinkedIn profile and company page
  3. It gathers additional context and competitor insights on the company
  4. AI reviews the research and writes a structured summary
  5. A complete outreach report is saved to Google Docs and logged in Sheets
What you get

Prospect research ready before your first call

You get a full research report on any LinkedIn prospect, built and saved to a doc before you ever pick up the phone.

What you get

A structured Google Doc research report for each lead, plus a logged summary in Sheets.

What you need

A Google Workspace account for Docs and Sheets, and API keys for the research and AI services used.

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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