Automatic Research In Google Sheets with Cohesive AI

B2B Sales, Pipeline, Prospecting & Automations
14 Aug 202408:05

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

00:00

🤖 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.

05:01

🔍 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

Cohesive AI is an extension for Google Sheets that enables users to automate various tasks such as web scraping and data enrichment directly within the spreadsheet environment. It is designed to save time and streamline the process of gathering information from the web. In the context of the video, Cohesive AI is used to extract company details, owner names, and other relevant data from company websites, showcasing its utility in prospecting and lead enrichment.

💡Web Scraping

Web scraping is the process of extracting data from websites. It is a technique used to gather information from the internet, often for the purpose of contact research or market analysis. In the video, web scraping is utilized by Cohesive AI to pull company names, descriptions, and other details from company domains, which is crucial for lead generation and customer relationship management.

💡AI

AI, or Artificial Intelligence, refers to the simulation of human intelligence in machines that are programmed to think like humans and mimic their actions. In the video, AI is integral to Cohesive AI's functionality, as it automates the process of searching and clicking through websites to find and extract relevant data without manual intervention.

💡Google Sheets

Google Sheets is a widely used online spreadsheet tool that allows for the creation and editing of spreadsheets in a collaborative environment. It is part of Google's suite of productivity software. In the video, Google Sheets serves as the platform where Cohesive AI operates, demonstrating how the extension can be used to enhance the functionality of this popular tool for data organization and analysis.

💡Lead Enrichment

Lead enrichment is the process of gathering additional information about potential customers or clients to better understand their needs and suitability for a product or service. The video illustrates how Cohesive AI can be used for lead enrichment by automating the collection of company and contact details, which helps in making more informed decisions about which leads to pursue.

💡Prospecting

Prospecting, in a business context, refers to the act of searching for new clients or customers. It is a critical part of sales and marketing strategies. The video discusses how Cohesive AI can aid in prospecting by automating the collection of company information, making it easier to identify and reach out to potential business opportunities.

💡Formula Generator

The formula generator within Cohesive AI is a tool that assists users in creating the necessary formulas for data extraction without having to manually write complex code. As shown in the video, it simplifies the process of setting up data extraction tasks by providing a user-friendly interface for generating the required formulas.

💡CRM Integration

CRM, or Customer Relationship Management, systems are used to manage a company's interactions with current and potential customers. The video suggests that the data enriched by Cohesive AI can be directed back into CRM systems like HubSpot, indicating the potential for seamless integration between the tool and existing business processes.

💡Zapier

Zapier is an online automation tool that connects various web applications to perform tasks in conjunction with one another. In the video, it is mentioned as a potential method for automating the process of updating Google Sheets with data extracted by Cohesive AI, highlighting the interoperability of these tools for workflow automation.

💡Data Extraction

Data extraction is the process of collecting specific data from various sources, often for analysis or business intelligence purposes. The video demonstrates data extraction through Cohesive AI, where it pulls information such as company descriptions and owner names from websites, which is essential for lead qualification and sales outreach.

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.