Flow description
Purpose and benefits
Overview
The “AI Company Analysis Tool Exported to Google Sheets” is an advanced, modular workflow designed to generate a comprehensive, data-driven analysis of any company. It leverages multiple AI agents, prompt templates, data retrieval tools, and automated export capabilities to Google Sheets. This flow is ideal for investors, business strategists, analysts, and anyone requiring a deep dive into a company’s history, market position, products, team, challenges, opportunities, and future prospects—all systematically organized in a format that is easy to manage and share.
Key Steps in the Workflow
- Welcome Message: When the workflow starts, it greets the user and explains the process.
- User Input: The user is prompted to enter the company name for analysis. Optionally, the user can upload internal documents to supplement the analysis.
2. Data Collection & Enrichment
- Automated Web Search: The workflow uses Google Search and URL content retrieval to gather public information about the company, including team members, products, market data, and more.
- File Analysis: Uploaded files (like pitch decks, annual reports, etc.) can be parsed to extract additional context.
- AI Agents: Specialized AI agents act as professional investors and analysts, orchestrating the research, validating data, and synthesizing findings.
3. Structured AI-powered Analysis
The workflow is modular, with separate tasks (crews and sub-tasks) for each analytical section. Each section uses prompt engineering to ensure thorough and focused outputs.
These sections include:
| Section | Key Analytical Focus |
|---|
| Company Overview | Brief summary, history, notable achievements (with sources/links) |
| Problem & Solution | Company’s core problem statement and their unique solution |
| Market Analysis | Target customer, market size, background, opportunities, competition (size, funding, leaders) |
| Team | Key team members, their roles, and background (via search and document analysis) |
| Products & Services | Main products/services, key features, alternatives, and competitive advantages (with links) |
| Investments | Funding raised, investors, fundraising details, upcoming rounds, investor summaries with links |
| Go To Market | Technology readiness, distribution strategies, business model, timing, and market shifts |
| Economics & Traction | Unit economics, cost breakdown, revenue numbers and projections, notable traction milestones |
| Climate Impact | Direct impact on climate/greenhouse gas emissions, mechanism of impact |
| Scalability, Risks, Defensibility | Global scalability, business defensibility, key risks |
For each analytical area, the workflow uses a prompt template with dynamic variables and context injection (from files, web, etc.) to generate detailed, accurate, and referenced outputs.
4. Data Structuring and Export
- Data Aggregation: All analytical outputs are mapped to a structured data object with clear fields for each section.
- Parsing and Formatting: The data is parsed and formatted for clarity.
- Google Sheets Export: An AI agent specialized in Google Sheets takes the structured analysis and creates a new Google Sheet file, populating it with all collected and generated data.
5. Output and User Notification
- The user receives a confirmation message and a link to the newly created Google Sheet, ready for further editing, sharing, or tracking.
Why Is This Workflow Useful?
Automation & Scale
- Automates repetitive and time-consuming research: Instead of manually collecting data from various sources, the workflow automates the process end-to-end.
- Scales easily: Can be run on multiple companies in parallel, batch-processing large portfolios with consistent methodology and output structure.
Quality & Consistency
- Reduces human error and bias: By using AI agents and structured prompts, the output is consistent and less prone to oversight.
- Referencing and validation: Where possible, the tool includes links and sources, and the AI is instructed to validate the information found.
Flexibility & Collaboration
- Accepts multiple input sources: Web, Google Search, and internal files.
- Customizable prompts: Each section can be adapted to specific analytical needs.
- Google Sheets integration: Makes sharing, versioning, and collaborative analysis straightforward.
Example Output Structure
| Field | Description |
|---|
| The company | Company name, overview, history, achievements |
| Problem & Solution | Problem addressed and company’s solution |
| Market | Market size, focus, competitors, opportunities |
| Team | List of key team members with roles |
| Products and Services | Product/service description, alternatives, advantages |
| Investments | Funding details, investors, fundraising rounds |
| Go To Market | Strategy, business model, timing, technology readiness |
| Economics | Costs, revenue, projections, traction |
| Climate Impact | Environmental impact and explanation |
| Scalability, Risks, Defensibility | Assessment of scalability, risks, and defensibility |
Summary
This workflow turns what is traditionally a manual, labor-intensive company analysis into a fully automated and scalable process. By combining AI research, structured prompt engineering, external and internal data sources, and automated export to Google Sheets, it empowers users to generate investment-grade company reports in minutes instead of days—making it a powerful tool for investors, analysts, and business operators alike.
