AI Company Analysis to Google Sheets

This AI-powered workflow delivers a comprehensive, data-driven company analysis. It gathers information on company background, market landscape, team, products, investments, and financials using advanced AI agents and web research, then exports all findings into a structured Google Sheet for easy review and sharing. Ideal for investors, business strategists, and analysts seeking actionable insights into any company’s market position and growth potential.

How the AI Flow works - AI Company Analysis to Google Sheets

How the AI Flow works

Collect Company Input

Receives the company name and any user-provided files as the basis for analysis.

AI & Web Research

AI agents search the web, retrieve relevant URLs, and extract key company data including market, team, products, and financial information.

AI-Driven Analysis

Processes gathered information to generate deep insights on company background, market position, team, products, investments, and more.

Structure & Summarize Data

Organizes all extracted and analyzed information into a structured data format, ready for export.

Export to Google Sheets

Automatically creates a Google Sheet with the full company analysis for easy sharing and further use.

Prompts used in this flow

Below is a complete list of all prompts used in this flow to achieve its functionality. Prompts are the instructions given to the AI model to generate responses or perform actions. They guide the AI in understanding user intent and generating relevant outputs.

Company

Prompt to extract company overview, history, and notable achievements.

                Given the company name in the input, Extract the following data about company.

- About the company (Short Overview of what the company does)
- Company History (short history in bulletpoints)
- Notable Achievements (Description of key achievements or the company, awards won, articles and press mentions in respected media, etc ) - with links to source

Don't use abbreviations

---
COMPANY NAME: 
{input}
---
Internal documents:
{context} 
---

Market

Prompt to extract information about the target market, size, opportunities, and competition.

                Given the company name in the input, Extract the following data about company.

- Segment, Focus (who is target customer of the company)
- Point out what is target Market for company, 
- market background, 
- market size
- market opportunities
- Competition (Who are the key companies that seem to be competing on the same market or for the same use cases.  Describe the competitor, their size, revenue and funding raised. Identify top market leaders for their market segment)


Don't use abbreviations
---
COMPANY NAME: 
{input}
---
Internal documents:
{context} 
---

Team just list

Prompt to extract a list of team members and their roles.

                Given the company name in the input, Extract the following data about company.

based on the company, search in google and look to the content of urls and find the team members in the company
list the name of all team members and their role in the company.

do this for 1 or 2 important individuals in the company

Don't use abbreviations
---
COMPANY NAME: 
{input}
---
Internal documents:
{context} 
---

Product & alternativ

Prompt to extract company's main products/services, alternatives, and competitive advantages.

                Given the company name in the input, Extract the following data about company.

- Main company products or services (Describe key elements and features of the product proposition.)
- Product alternatives and competitors (with links to websites of alternative services and products to input company)
- list advantages against competitors

Don't use abbreviations
---
COMPANY NAME: 
{input}
---
Internal documents:
{context} 
---

investment

Prompt to extract investment and funding information about the company.

                Given the company name in the input, Extract the following data about company.

- Funding raised to date (Amount, who were the investors)
- if investors identified, for each investor make short summary of their investment portfolio, find link to their website
- Fundraising Details (How much did the company raise in previous rounds to date and in how many rounds. Did the company secure non-dilutive funding, grants or tenders?) 
- Existing/upcoming funding round, How much is the company raising? What is the expected valuation?

Don't use abbreviations
---
COMPANY NAME: 
{input}
---
Internal documents:
{context} 
---

GoToMarket

Prompt to extract go-to-market strategy, business model, and timing.

                Given the company name in the input, Extract the following data about company.

- Technology Readiness Level (TRL)
- Go to market/Distribution strategy (What is the go to market strategy? How does the company (plan to)  to get customers?)
- Business Model (Explain how the company plans to generate revenue, what is their pricing model and what are their costs (customer acquisition costs, etc).)
- Timing (Describe if the company has the right timing (or not). Are there any market shifts happening that might massively help the company grow and scale? )


Don't use abbreviations
---
COMPANY NAME: 
{input}
---
Internal documents:
{context} 
---

Economics

Prompt to extract unit economics, revenue, and traction data.

                Given the company name in the input, Extract the following data about company.

- Unit economics and Cost Break-down (What are the top cost drivers per unit of product once the product goes live and after it scales (e.g. 3-5 years later). What is the cost break-down for competitors?)
-  Revenue (in case the company is generating revenue, show here the key numbers to date and also show revenue projection of the company for the next 3-5 years.)
- Traction (Mention key notable traction based milestones achieved so far (pilot projects, partnership agreements, etc).)

Don't use abbreviations
---
COMPANY NAME: 
{input}
---
Internal documents:
{context} 
---

Climate

Prompt to extract the company's impact on climate.

                Given the company name in the input, Extract the following data about company.

-  Impact on Climate (Does the company have a direct impact on lowering greenhouse gas emissions? Describe a way how the impact is achieved)


Don't use abbreviations
---
COMPANY NAME: 
{input}
---
Internal documents:
{context} 
---

Scalability

Prompt to extract scalability, defensibility, and key risks.

                Given the company name in the input, Extract the following data about company.

- Scalability (Is the company scalable globally and how hard/easy do we expect it to be?)
- Defensibility (Is the business of the company defensible and why?)
- Key Risks (Describe key risks of the company.)

Don't use abbreviations
---
COMPANY NAME: 
{input}
---
Internal documents:
{context} 
---

Components used in this flow

Below is a complete list of all components used in this flow to achieve its functionality. Components are the building blocks of every AI Flow. They allow you to create complex interactions and automate tasks by connecting various functionalities. Each component serves a specific purpose, such as handling user input, processing data, or integrating with external services.

Flow description

Purpose and benefits

AI Company Analysis Tool Exported to Google Sheets

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

1. User Interaction and Input

  • 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:

SectionKey Analytical Focus
Company OverviewBrief summary, history, notable achievements (with sources/links)
Problem & SolutionCompany’s core problem statement and their unique solution
Market AnalysisTarget customer, market size, background, opportunities, competition (size, funding, leaders)
TeamKey team members, their roles, and background (via search and document analysis)
Products & ServicesMain products/services, key features, alternatives, and competitive advantages (with links)
InvestmentsFunding raised, investors, fundraising details, upcoming rounds, investor summaries with links
Go To MarketTechnology readiness, distribution strategies, business model, timing, and market shifts
Economics & TractionUnit economics, cost breakdown, revenue numbers and projections, notable traction milestones
Climate ImpactDirect impact on climate/greenhouse gas emissions, mechanism of impact
Scalability, Risks, DefensibilityGlobal 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

FieldDescription
The companyCompany name, overview, history, achievements
Problem & SolutionProblem addressed and company’s solution
MarketMarket size, focus, competitors, opportunities
TeamList of key team members with roles
Products and ServicesProduct/service description, alternatives, advantages
InvestmentsFunding details, investors, fundraising rounds
Go To MarketStrategy, business model, timing, technology readiness
EconomicsCosts, revenue, projections, traction
Climate ImpactEnvironmental impact and explanation
Scalability, Risks, DefensibilityAssessment 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.

Let us build your own AI Team

We help companies like yours to develop smart chatbots, MCP Servers, AI tools or other types of AI automation to replace human in repetitive tasks in your organization.

Schedule a demo Try it now

Learn more