Works down your prospect list in Google Sheets, researches each company on the web, and writes a short brief into the row.
Uses
Google Sheets
Perplexity
Research each prospect into an outreach brief
Run every 6 hours.Run every 6 hours.
Set spreadsheetUrl to blank.Set spreadsheetUrl to blank.Set sheetName to Prospects.Set sheetName to Prospects.Set whatWeSell to blank.Set whatWeSell to blank.Set maxCompaniesPerRun to 10.Set maxCompaniesPerRun to 10.Google SheetsRead the rows of spreadsheetUrl. Save it as sheet.Read the rows of spreadsheetUrl. Save it as sheet.Set rows to sheet.rows.Set rows to sheet.rows.Set researchedThisRun to 0.Set researchedThisRun to 0.
For each row in rows:For each row in rows:
If researchedThisRun is greater than or equal to maxCompaniesPerRunIf researchedThisRun is greater than or equal to maxCompaniesPerRunYes
Stop repeating.Stop repeating.No
No steps
Set company to blank.Set company to blank.Set existingBrief to blank.Set existingBrief to blank.Set columnsFound to false.Set columnsFound to false.
If a step below fails, save the error as columnErrorIf a step below fails, save the error as columnErrorTry
Trim row.Company and save it as company.Trim row.Company and save it as company.Trim row.Brief and save it as existingBrief.Trim row.Brief and save it as existingBrief.
Change columnsFound to true.Change columnsFound to true.On error
Show in the output: Skipped row row.row_number as text - this tab needs a 'Brief' column in column A and a 'Company' column. Check the header row.Show in the output: Skipped row row.row_number as text - this tab needs a 'Brief' column in column A and a 'Company' column. Check the header row.If columnsFound is yes and company isn't empty and existingBrief is emptyIf columnsFound is yes and company isn't empty and existingBrief is emptyYes
Set prompt to You are briefing a salesperson before they reach out to a company for the first time. Research the company on the web and write the brief.Set prompt to You are briefing a salesperson before they reach out to a company for the first time. Research the company on the web and write the brief.
What we sell:
whatWeSell
Company to research:
company
Write at most 120 words of plain text. No markdown, no headings, no bullet characters, no preamble - the text goes straight into a spreadsheet cell. Use exactly these four lines, each starting with the label shown:
What they do: who they sell to and how they make money.
Size and stage: employees, funding or revenue stage, and where they are based.
Recent signal: one thing from the last six months - funding, launch, hire, expansion, partnership or a public change - and the month it happened.
Angle: one specific opening line for us, tying that signal to what we sell.
Use only what you can find on the web about this company. If you cannot confirm a line, write 'unknown' for it rather than guessing, and never invent a funding round, a headcount or a customer.Set brief to blank.Set brief to blank.If a step below fails, save the error as researchErrorIf a step below fails, save the error as researchErrorTry
PerplexityAsk Perplexity: prompt. Save it as answer.Ask Perplexity: prompt. Save it as answer.Shorten answer.response_text to 1200 characters and save it as brief.Shorten answer.response_text to 1200 characters and save it as brief.On error
Show in the output: Could not research company - the row was left for the next run: researchError as text.Show in the output: Could not research company - the row was left for the next run: researchError as text.Add 1 to researchedThisRun.Add 1 to researchedThisRun.If brief isn't emptyIf brief isn't emptyYes
Google SheetsOverwrite row row of sheetName in spreadsheetUrl.Overwrite row row of sheetName in spreadsheetUrl.No
Show in the output: No brief came back for company - the row was left for the next run.Show in the output: No brief came back for company - the row was left for the next run.No
No steps
Show in the output: Researched researchedThisRun as text company/companies this run.Show in the output: Researched researchedThisRun as text company/companies this run.