Sales & Leads

AI Web Researcher for Sales Prospects

Research a list of companies on the web with an AI agent and fill in account details such as pricing, free trial and market in Google Sheets.

The Problem

Account research means opening each company's website, finding the pricing page and noting whether they sell to businesses or consumers. It takes long enough that lists rarely get fully researched.

How This Template Solves It

A sales team pastes company names or domains into a sheet. The agent searches Google, visits the relevant pages and writes back the domain, company LinkedIn URL, cheapest plan, free trial, enterprise plan, API availability and market, ready for segmentation.

How It Works

  1. 1Runs manually or on a schedule and reads companies from Google Sheets one row at a time.
  2. 2An AI agent searches Google through SerpApi and reads web pages through a scraping sub-workflow.
  3. 3A structured output parser formats the findings into fixed fields.
  4. 4Updates each row in the sheet with the results.

What You Need

  • A Google Sheet of company names or domains
  • An OpenAI API key
  • A SerpApi key, or ScrapingBee as the author suggests

What Stays Under Your Control

  • You choose what to research by editing the prompt and the output format.
  • Reps verify details before quoting them to a prospect.

Watch Out For

  • Pricing pages change often and can be hard to read. Spot check the plan data.
  • Search and scraping requests are billed per call, so size the list before scheduling it.

Adapted from a community workflow template. Before publishing we removed credentials, account and file IDs, email addresses and sample data. The original author's setup notes are kept inside the workflow file.

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