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The moment it happens

Get an AI client brief as a Google Doc by email

Submit a client name and receive an email linking to a Google Doc brief on that company, ready before the meeting.

Runs
The moment it happens
Apps
Gmail, Google Docs
AI
Yes, uses the built-in AI allowance
Access
Docs write; Gmail gmail.send

Send this to your assistant

Create a ClickRuntime automation: when I submit a client name in my form, research the company, write a one-page brief in a new Google Doc and email me the link.

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 business development lead at a consulting firm has three or four first meetings a week with companies she knows little about. Preparing means reading their website, recent news and job ads, then writing notes she can glance at in the meeting. Done properly it takes most of an hour per client, so on busy weeks she walks in underprepared.

Typing a name into a form and getting a structured brief back in a Google Doc turns that hour into a few minutes of reading and correcting. Sales teams, consultants, recruiters and agency owners use it before discovery calls and pitches.

What you get out of it

  • Walk into every meeting prepared

    A brief covering what the company does, recent news and likely priorities is ready within minutes. Even a meeting booked the same morning gets proper preparation.

  • A document you can edit and share

    The brief is a normal Google Doc, so you can add your own notes, correct anything and share it with the colleague joining the call.

  • The same structure every time

    Each brief follows the same headings, which makes them quick to scan and easy to compare. New team members prepare to the same standard as experienced ones.

  • A growing library of client research

    Every brief stays in your Drive. When a client comes back a year later, the earlier research is there to build on.

How it works

What happens, step by step

  1. When you submit a company name through your form, ClickRuntime starts straight away.

  2. It searches the web for recent information about that company.

  3. AI writes a one-page brief from those results with the same headings each time.

  4. The brief is saved as a new Google Doc, and an email with the link is sent to your Gmail.

Before it runs live

  • Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
  • Connect Google Docs
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Get an AI client brief as a Google Doc by emailjust nowSucceeded
Email · Client briefClient brief: Contoso Retail is ready. Overview, recent news (new store format in Leeds) and five questions to ask on Thursday's call.

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 Gmail and Google Docs 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.
client_brief_reports_emailed_as_docs.pyexample
import base64
from email.message import EmailMessage
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, http, ai

MY_EMAIL = "you@example.com"

@on_event
def handle(event):
    company = (event.json or {}).get("company", "").strip()
    if not company:
        return {"skipped": "no company"}
    results = http.get("https://serpapi.com/search.json", params={"q": company, "api_key": credentials.secret("SERPAPI_KEY")}).json()
    snippets = "\n".join(f"{r.get('title')}: {r.get('snippet')}" for r in results.get("organic_results", [])[:10])
    brief = ai.generate(f"Write a one-page client brief on {company} with headings Overview, Products, Recent news, "
                        f"Likely priorities, Questions to ask. Use only these sources:\n{snippets}", max_output_tokens=1500).text
    creds = Credentials(credentials.connection("google", "work"))
    docs = build("docs", "v1", credentials=creds, cache_discovery=False).documents()
    doc_id = docs.create(body={"title": f"Client brief: {company}"}).execute()["documentId"]
    docs.batchUpdate(documentId=doc_id, body={"requests": [{"insertText": {"location": {"index": 1}, "text": brief}}]}).execute()
    msg = EmailMessage()
    msg["To"], msg["Subject"] = MY_EMAIL, f"Client brief: {company}"
    msg.set_content(f"Your brief is ready: https://docs.google.com/document/d/{doc_id}/edit")
    build("gmail", "v1", credentials=creds, cache_discovery=False).users().messages().send(
        userId="me", body={"raw": base64.urlsafe_b64encode(msg.as_bytes()).decode()}).execute()
    return {"doc_id": doc_id}

FAQ

Common questions

Where does the research come from?
It is gathered from public web search results about the company, such as its own site, news coverage and listings. It does not use paid databases or private information.
What sections does the brief include?
By default it covers an overview of the company, products and customers, recent news, likely priorities and questions to ask in the meeting. You can ask for different headings, for example competitors or key locations.
Should I check the brief before relying on it?
Yes. It is a fast starting point built from public sources, and details such as figures or dates can be out of date. Skim it and correct anything before the meeting.
What permissions does it need?
Docs write; Gmail gmail.send. 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.

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