Turn a new client brief into a full research report automatically

Reads any client brief you upload, researches the industry, and delivers a polished report to your account manager.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig[\"new brief file appears"\]:::trigdata s0["Extract text from brief"]:::task s1["Summarize goals and challenges"]:::task s2["Research client industry"]:::svc s3["Generate report"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 gx{"+ distribute finished report"}:::gate s3 --> gx p00["Save report to Docs"]:::task gx -->|"save copy"| p00 p10["Log entry in spreadsheet"]:::task gx -->|"log record"| p10 p20["Email account manager"]:::task gx -->|"notify manager"| p20 p00 --> out p10 --> out p20 --> out out[/"research report saved logged and emailed"/]:::out pay{{"hours of prep work saved"}}:::pay 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 serviceEvery pathResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsEmail AutomationDocument Processing & OCRSpreadsheet & Database OpsReporting & AnalyticsResearch & Market IntelligenceFile & Cloud Storage
Connects
Google DriveGoogle DocsGoogle SheetsGmailGroq

The problem it solves

Turning a new client's brief into something your team can act on means reading it closely, researching their industry, and writing up a clear summary before the kickoff call. That prep work takes hours you don't always have.

Who it fits

Agencies and account teams that need to turn client briefs into research-backed summaries quickly.

How it works

  1. A new brief is uploaded to a shared Google Drive folder
  2. Text is extracted from the PDF, Word, or text file
  3. AI summarizes the brief and pulls out the client's goals and challenges
  4. Additional research is done on the client's industry
  5. A formatted report is saved to Google Docs, logged, and emailed to the account manager
What you get

Research reports waiting in your account manager's inbox

Upload a client brief and get a polished, research-backed report delivered straight to your account manager.

What you get

A Google Doc report on the client's needs and industry, logged in a spreadsheet and emailed to the account manager.

What you need

A Google Workspace account for Drive, Docs, Sheets, and Gmail, and a Groq 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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