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The moment it happens

Research a company and save a report as a Google Doc

Submit a company name and a structured research report is saved as a Google Doc in your Reports folder.

Runs
The moment it happens
Apps
Google Docs, Google Drive
AI
Yes, uses the built-in AI allowance
Access
Drive drive.file; Docs write

Send this to your assistant

Create a ClickRuntime automation: when I submit a company name, research it from its website and save a short report as a Google Doc in my Drive 'Reports' folder.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A consultant offers prospects a free audit as a way to start a conversation. Each one starts with an hour of reading the company's website, noting what they sell, who they sell to and where they could improve, then formatting it into a document worth sending. She can only do a few a week.

A first draft of the report, created from a company name in a couple of minutes, lets you send more of them and spend your time on the insight rather than the formatting. Consultants, agencies and sales teams use it to prepare research reports and lead magnets for prospects.

What you get out of it

  • Hours of research become minutes

    The report arrives as a structured draft, so you start from something to edit instead of a blank page.

  • Consistent reports every time

    Every report follows the same sections, which makes them look professional and easy to compare.

  • Ready to share from Drive

    Reports are saved as Google Docs in one folder, so you can edit, comment and share them with a link.

  • More prospects reached

    Producing a tailored report takes so little effort that you can offer one to every promising lead.

How it works

What happens, step by step

  1. ClickRuntime starts as soon as you submit a company name and website.

  2. It ignores a submission it has already turned into a report.

  3. It reads the company's website, and AI writes a structured report with an overview, customers, positioning and opportunities.

  4. The report is saved as a Google Doc in your Drive Reports folder.

Before it runs live

  • Connect Google Docs
  • Connect Google Drive
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Research a company and save a report as a Google Docjust nowSucceeded
Google Drive · ReportsNorthwind Outdoor research report: Overview, Products, Customers, Positioning, Opportunities

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Change what the AI looks for, or how it writes the result
  • Add another app, for example also send it to Slack
  • Combine it with other Google Docs and Google Drive steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
ai_research_report_saved_as_a_doc_in_drive.pyexample
import re
from clickruntime import on_event, credentials, http, state, ai

FOLDER_ID = "your-reports-folder-id"

@on_event
def handle(event):
    if state.get(f"done:{event.event_id}"):
        return {"skipped": "duplicate"}
    company, site = event.json["company"], event.json["website"].rstrip("/")
    pages = []
    for path in ["", "/about", "/products"]:
        try:
            pages.append(re.sub(r"<[^>]+>", " ", http.get(site + path, timeout=15).text)[:4000])
        except Exception:
            pass
    report = ai.generate(f"Write a research report on {company} with sections: Overview, Products, Customers, Positioning, Opportunities.\n\n" + "\n".join(pages),
                         max_output_tokens=1500).text
    g = {"Authorization": f"Bearer {credentials.connection('google', 'work')}"}
    doc = http.post("https://docs.googleapis.com/v1/documents", headers=g, json={"title": f"{company} research report"}).json()
    http.post(f"https://docs.googleapis.com/v1/documents/{doc['documentId']}:batchUpdate", headers=g,
              json={"requests": [{"insertText": {"location": {"index": 1}, "text": report}}]})
    http.patch(f"https://www.googleapis.com/drive/v3/files/{doc['documentId']}", headers=g, params={"addParents": FOLDER_ID, "removeParents": "root"})
    state.set(f"done:{event.event_id}", True)
    return {"document": doc["documentId"]}

FAQ

Common questions

Where does the information come from?
From the company's public website, such as its home, about and product pages. You should check facts before sending the report to anyone.
What sections does the report have?
By default: company overview, products and services, target customers, positioning, and suggested opportunities. You can change the sections to suit your offer.
How do I submit a company?
Send the company name and website to your ClickRuntime trigger link, for example from a simple form or a bookmark. Each submission creates one report.
What permissions does it need?
Drive drive.file; Docs write. Nothing else in your accounts is used.
Does it need AI?
Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Research a company and save a report as a Google Doc” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.