Customer research is time consuming! To get a deep understanding often requires dozens of Google searches and a lot of synthesis, and this can take many hours per week. Luckily, AI can now do it for me.
AI Customer Research
![Relay.app screenshot of: AI Customer Research](https://cdn.sanity.io/images/1h9u8aig/production/63dada910a85c2972b27fe85b0d4c2d9696c0697-2208x1412.png?w=1080&q=75&fit=max&auto=format&dpr=2)
![Relay.app screenshot of: AI Customer Research](https://cdn.sanity.io/images/1h9u8aig/production/63dada910a85c2972b27fe85b0d4c2d9696c0697-2208x1412.png?w=1080&q=75&fit=max&auto=format&dpr=2)
Use the latest AI tools from Google's Gemini to automatically search the web and do research on a new customer.
Steps in this workflow
1
New row added
2
Research the new Customer with Gemini
3
Extract Research Info with GPT-4o-mini
4
Update Spreadsheet with Research Info
How it works
![Relay.app screenshot of: Trigger](https://cdn.sanity.io/images/1h9u8aig/production/da30a32deeab5df223b192aa3a7aef7c86cf3af9-2048x1504.png?w=1080&q=75&fit=max&auto=format&dpr=2)
1
New row added
App Google Sheets
Trigger New row added
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
![Relay.app screenshot of: Step 2: Research the new Customer with Gemini](https://cdn.sanity.io/images/1h9u8aig/production/c28daad0786565c5351b9adb15501e5bc84ca00a-2048x3292.png?w=1080&q=75&fit=max&auto=format&dpr=2)
2
Research the new Customer with Gemini
AppOpenAI
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
A new customer just signed up with the email address:
1 - Row Email Address .
Please look up their website at this address: https://[data]
In addition, search the web as needed to identify the following information:
- Company Name
- Description
- Top 5 Suggested Use Cases
![Relay.app screenshot of: Step 3: Extract Research Info with GPT-4o-mini](https://cdn.sanity.io/images/1h9u8aig/production/645760906501c38d12daf871d6c8146e4bb4f898-2048x2908.png?w=1080&q=75&fit=max&auto=format&dpr=2)
3
Extract Research Info with GPT-4o-mini
AppOpenAI
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
![Relay.app screenshot of: Step 4: Update Spreadsheet with Research Info](https://cdn.sanity.io/images/1h9u8aig/production/27c98ce00f5dbc830390804aac7c0cf2278cc140-2048x2096.png?w=1080&q=75&fit=max&auto=format&dpr=2)