Automatic Research In Google Sheets with Cohesive AI
TLDRCohesive AI is a powerful extension for Google Sheets that automates research and web scraping, saving time for tasks like prospecting and enrichment. It can pull company summaries, owner details, and more from a list of domains. The tool also includes a formula generator for easy automation setup. It's particularly useful for pre-call research and can be integrated with CRM systems for streamlined workflow.
Takeaways
- 😀 Cohesive AI is a tool that automates prospecting and enrichment with AI and web scraping in Google Sheets.
- 🔍 It can be used to gather company summaries, descriptions, and owner information for outreach purposes.
- 📊 The tool is particularly useful for conducting pre-call research and enriching data about potential clients or prospects.
- 🛠️ Cohesive AI is an extension for Google Sheets that enables various searches to be conducted within the spreadsheet itself.
- 🏢 The script demonstrates how to use Cohesive AI to extract company names, descriptions, target audiences, and calls to action from company domains.
- 🔎 The 'Cohesive Agent' feature scrapes websites to gather information, while 'Cohesive Web Search' performs Google searches for quick lookups.
- 📝 Formulas are used within Google Sheets to automate the process of data extraction and enrichment.
- 🔑 The tool can also find owner names and LinkedIn profiles, although it may not always be 100% accurate.
- 📧 There's a feature to search for email addresses, which can validate the emails found.
- 🤖 Cohesive AI includes a formula generator that assists users in creating the correct formulas for their data needs.
- 💡 The tool can significantly save time and streamline the process of prospecting by automating data enrichment on a large scale.
Q & A
What is the primary function of Cohesive AI?
-Cohesive AI is an extension for Google Sheets that automates prospecting and enrichment with AI and web scraping, helping users to gather information about companies and individuals.
How can Cohesive AI be used for event follow-up?
-After attending an event, Cohesive AI can be used to enrich a list of company names and domains by providing company summaries, descriptions, and owner information to help identify potential prospects.
What are the two use cases mentioned in the transcript where Cohesive AI can be beneficial?
-The two use cases are: 1) Enriching a list of company names and domains with additional information for prospecting, and 2) Conducting pre-call research to gather information about individuals before a discovery call.
How does Cohesive AI help in automating the process of finding company information?
-Cohesive AI automates the process by using formulas within Google Sheets that scrape websites for company names, descriptions, target audiences, and other relevant data.
What is the role of the 'Cohesive Agent' in the Cohesive AI tool?
-The 'Cohesive Agent' is a feature of Cohesive AI that searches websites and clicks around to find and extract information such as pricing, packages, blog sections, and call to actions.
How does Cohesive Web Search differ from the Cohesive Agent?
-Cohesive Web Search performs searches on Google to quickly look up information like LinkedIn profiles or recent awards, whereas the Cohesive Agent scrapes information directly from websites.
What is the purpose of the formula generator in Cohesive AI?
-The formula generator in Cohesive AI assists users in creating the correct formulas for their Google Sheets by guiding them through a live chat with an AI bot, making it easier to extract specific information.
Can Cohesive AI find the owner's name and LinkedIn profile for a given domain?
-Yes, Cohesive AI can search for the owner's name and LinkedIn profile using specific formulas within Google Sheets, although it may not always be successful depending on the availability of the information online.
How can Cohesive AI be integrated with CRM systems like HubSpot?
-Cohesive AI can be integrated with CRM systems by using tools like Zapier to automatically update the CRM with the enriched company information gathered from the spreadsheet.
What additional capabilities does Cohesive AI offer besides company research?
-Cohesive AI offers capabilities such as formatting assistance, scraping personal and business LinkedIn profiles, and validating email addresses to enhance user's research and prospecting efforts.
Outlines
🤖 Automating Prospecting with Cohesive AI
The speaker introduces a tool that utilizes AI and web scraping to automate the process of prospecting and enrichment. They share personal experience of using the tool to analyze a list of 200 company names and domains obtained from an event. The goal was to identify suitable companies for outreach by extracting company summaries and finding the company owners for direct contact. The tool, Cohesive AI, is described as a Google Sheets extension that simplifies various searches within the spreadsheet application. The speaker demonstrates how to use the tool to gather company names, descriptions, target audiences, and calls to action by inputting domain names and applying formulas. The cohesive agent is highlighted as a feature that scrapes websites for information, while cohesive web search performs broader queries. The speaker also shows how to use the tool to find the owner's name and LinkedIn profile, emphasizing the efficiency gains in pre-call research and the potential for automating these processes using Zapier and CRM integration.
🔍 Enhancing CRM with Cohesive AI's Email and Owner Search
In this paragraph, the speaker delves into additional capabilities of Cohesive AI, focusing on finding owner emails and utilizing a formula generator for more complex searches. They guide through a live chat with an AI bot to create a formula for finding an owner's email address, showcasing the process of inputting the owner's full name and business email domain. The speaker then demonstrates the formula's application in Google Sheets and discusses the validation of email addresses. They also touch on the broader applications of Cohesive AI, such as formatting assistance, personal and business LinkedIn scraping, and email validation. The paragraph concludes with a mention of the speaker's intent to further explore Cohesive AI's features to streamline prospecting and save time, hinting at the tool's potential for mass data enrichment and decision-making support in client and prospect identification.
Mindmap
Keywords
💡Cohesive AI
💡Web Scraping
💡AI
💡Google Sheets
💡Lead Enrichment
💡Prospecting
💡Formula Generator
💡CRM Integration
💡Zapier
💡Data Extraction
Highlights
Cohesive AI is a tool that automates prospecting and enrichment with AI and web scraping.
It is an extension for Google Sheets that facilitates various searches within the platform.
Useful for generating company summaries or descriptions and finding company owners for outreach.
Can be utilized for pre-call research to gather information before discovery calls.
The tool can scrape websites to extract pricing, packages, blog sections, and call to actions.
Cohesive Web Search is effective for quick lookups like finding LinkedIn profiles or recent awards.
The tool can automatically fill in Google Sheets with company names, descriptions, and target audiences.
Cohesive AI's agent searches the website and clicks around to gather information.
The tool can identify and list calls to action used by a company from its website.
It can also search for the full name of a company's owner using the domain.
Cohesive AI includes a feature to find and validate email addresses.
The tool can integrate with CRM systems like HubSpot through automation platforms like Zapier.
Cohesive AI's formula generator assists in creating the necessary formulas for data enrichment.
The tool can be used to enrich a list of company domains to identify potential clients or prospects.
Cohesive AI can help save time and speed up the prospecting process by automating data collection.
The tool offers capabilities to scrape personal and business LinkedIn profiles.
Cohesive AI can validate emails to ensure准确性 and relevance.