Every 30 minutes
Turn companies in a sheet into research briefs in Google Docs
Add a company to your sheet and a research brief appears in a Google Doc, with the link written back into the row.
- Runs
- Every 30 minutes
- Apps
- Google Docs, Google Sheets
- AI
- Yes, uses the built-in AI allowance
- Access
- Sheet edit; Docs create in shared folder
Send this to your assistant
Create a ClickRuntime automation: for each new company row in my Prospects sheet, research the company from its website, write a brief in a Google Doc, and put the doc link in the row.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A founder doing outbound sales keeps a sheet of target companies. Before each call she spends twenty minutes on the company's website piecing together what they sell, who they serve and what might matter to them. With a dozen calls a week, preparation crowds out the selling.
This automation picks up each new company in the sheet, reads its website, and has AI write a short brief in a Google Doc: what the company does, who its customers are, and likely talking points. The link goes back into the row, so preparation for a call starts with a ready page.
What you get out of it
Call preparation done before you sit down
Each brief is waiting by the time you look at the row. You spend your time reading and thinking about the conversation rather than gathering facts.
A consistent format for every prospect
Every brief follows the same headings, which makes companies easy to compare. Colleagues know where to look for the same information each time.
Briefs stay linked to the pipeline
The doc link sits in the prospect's row, so notes and research are one click away. Nothing gets lost in a downloads folder.
Easy to share with the team
Briefs are ordinary Google Docs. Anyone joining a call can read them, add comments, and correct what the website did not make clear.
How it works
What happens, step by step
Every 30 minutes, ClickRuntime looks for rows in your Prospects sheet that have a website but no brief yet.
It reads the text of each company's homepage.
AI writes a short brief covering what the company does, who it serves and possible talking points.
The brief is saved as a new Google Doc and its link is written into the company's row.
Before it runs live
- Connect Google Docs
- Connect your Google Sheets account and pick the spreadsheets it may use
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 Google Docs and Google Sheets steps into one automation
Under the hood
The code that runs this automation
from bs4 import BeautifulSoup
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, ai, report_fetched
SHEET_ID = "your-spreadsheet-id"
@on_trigger
def run(event):
creds = Credentials(credentials.connection("google", "work"))
sheets = build("sheets", "v4", credentials=creds, cache_discovery=False).spreadsheets()
rows = sheets.values().get(spreadsheetId=SHEET_ID, range="Prospects!A2:C").execute().get("values", [])
todo = [(i + 2, r) for i, r in enumerate(rows) if len(r) >= 2 and (len(r) < 3 or not r[2])]
report_fetched(len(todo))
if not todo:
return {"summary": "Nothing new"}
docs = build("docs", "v1", credentials=creds, cache_discovery=False).documents()
for row, (name, site, *_) in todo[:5]:
text = BeautifulSoup(http.get(site if site.startswith("https") else f"https://{site}", timeout=15).text, "html.parser").get_text(" ", strip=True)[:4000]
brief = ai.generate(f"Company: {name}\nWebsite text:\n{text}", system="Write a sales research brief with sections: Overview, Customers, Products, Talking points.", max_output_tokens=900).text
doc = docs.create(body={"title": f"Brief: {name}"}).execute()
docs.batchUpdate(documentId=doc["documentId"], body={"requests": [{"insertText": {"location": {"index": 1}, "text": brief}}]}).execute()
sheets.values().update(spreadsheetId=SHEET_ID, range=f"Prospects!C{row}", valueInputOption="RAW",
body={"values": [[f"https://docs.google.com/document/d/{doc['documentId']}"]]}).execute()
return {"briefs": min(len(todo), 5)}FAQ
Common questions
What does it need in each row?
Where are the docs saved?
How accurate are the briefs?
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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