Google Sheets
OpenAI
Google Gemini
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
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
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.
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
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.
