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Company Name → Full Account Plan
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Research {{company_name}} and create a full account plan:
- Company overview, key products, recent news
- Org chart with decision-makers and their LinkedIn profiles
- Pain points mapped to our value props
- Competitive landscape at this account
- Recommended outreach strategy with personalized messaging
- 90-day engagement timeline
Put everything in a document and the key contacts in a spreadsheet.
Company Research → Database, Memo & Slides
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Research these companies and build a database:
{{paste_company_names}}
For each company, find:
- Website
- Industry
- Employee count
- Funding stage (if startup)
- HQ Location
- Recent news (last 30 days)
Highlight any that {{highlight_criteria}}
Then summarize the top picks in a one-page memo and a 5-slide presentation.
Resume Parsing
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Extract data from {{@upload_resumes}} into a spreadsheet:
- Name
- Current Role
- Company
- Years of Experience
- Top 5 Skills
- Education
- Contact Info
Sort by {{sort_criteria}}
LinkedIn Enrichment + Outreach
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Enrich these LinkedIn profiles and write outreach messages:
{{paste_linkedin_urls_here}}
For each profile:
1. Extract: Name, Current Role, Company, Location, Bio
2. Score 1-10 based on: {{your_qualification_criteria}}
3. For anyone scoring 8+, write a personalized connection request
Put the data in a spreadsheet and messages in a document.
Invoice / Receipt Parser
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Parse {{@upload_invoices}} into a spreadsheet with:
- Vendor Name
- Invoice Number
- Date
- Line Items
- Subtotal, Tax, Total
Then create a summary showing total spend by {{group_by}}
Data → Presentation
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Turn the data in my spreadsheet into a {{number_of_slides}}-slide presentation:
- Title slide
- Key metrics with charts
- {{sections_you_want}}
- Insights and recommendations
Use a {{style}} style.