Library / Lead Generation & Enrichment
Lead Generation & Enrichment
Write Claude research briefs for Google Sheets leads and save to Drive
Run manually to read leads from a sheet, scrape each company site, have Claude write three practical ideas per brief, and save each as a Google Doc linked back to the sheet.
What it does
## Create a custom idea brief for each lead and add it to your email campaign This workflow makes a short, personal brief for every lead. You send the link in your first cold email. ### How it works It reads leads from your Google Sheet and loads each company's website. Claude researches the company and writes a short brief with three practical ideas. The brief becomes a Google Doc. The link is saved in your sheet and can be added to an Instantly campaign. ### Setup 1. Add credentials for Google Sheets, Google Drive, and Anthropic. Instantly is optional. For Instantly, use a Header Auth credential with the name Authorization and the value Bearer YOUR_INSTANTLY_KEY. 2. Choose your sheet and tab in both Google Sheets nodes. 3. Choose a Drive folder in Create Google Doc. Share that folder as Anyone with the link can view, or your leads cannot open the brief. 4. Add these columns: first_name, email, company_name, company_website, Document Link, Processed. 5. Fill in Settings, then type NO in Processed for each lead you want to run. 6. Click Execute workflow. ### Customization Edit the prompt in Write Brief to change the style of the brief.
The steps
- Run Workflow Manually
- Settings
- Get Unprocessed Leads
- Limit Leads
- Loop Over Leads
- Prepare Lead Fields
- Fetch Company Website
- Convert HTML to Text
- Analyze Company
- Claude Model for Analysis
- Parse Analysis
- Analysis OK?
- Write Brief
- Claude Model for Brief
23 steps in total.
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