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.
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
When you submit a company name through your form, ClickRuntime starts straight away.
It searches the web for recent information about that company.
AI writes a one-page brief from those results with the same headings each time.
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
Build your own
Need it to work differently?
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
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?
What sections does the brief include?
Should I check the brief before relying on it?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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