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Bibliothek / Lead-Generierung & Anreicherung

Lead-Generierung & Anreicherung

Claude-Recherche-Briefings für Google Sheets-Leads schreiben und in Drive speichern

Manuell ausführen: liest Leads aus einem Sheet, durchsucht die Website jedes Unternehmens, lässt Claude pro Briefing drei praktische Ideen schreiben und speichert jedes als Google Doc, das wieder mit dem Sheet verknüpft ist.

Was sie bewirkt

## Create a custom idea brief for each lead and add it to your email campaign This workflow makes a short, personal brief for every lead. You send the link in your first cold email. ### How it works It reads leads from your Google Sheet and loads each company's website. Claude researches the company and writes a short brief with three practical ideas. The brief becomes a Google Doc. The link is saved in your sheet and can be added to an Instantly campaign. ### Setup 1. Add credentials for Google Sheets, Google Drive, and Anthropic. Instantly is optional. For Instantly, use a Header Auth credential with the name Authorization and the value Bearer YOUR_INSTANTLY_KEY. 2. Choose your sheet and tab in both Google Sheets nodes. 3. Choose a Drive folder in Create Google Doc. Share that folder as Anyone with the link can view, or your leads cannot open the brief. 4. Add these columns: first_name, email, company_name, company_website, Document Link, Processed. 5. Fill in Settings, then type NO in Processed for each lead you want to run. 6. Click Execute workflow. ### Customization Edit the prompt in Write Brief to change the style of the brief.

Die Schritte

  1. Run Workflow Manually
  2. Settings
  3. Get Unprocessed Leads
  4. Limit Leads
  5. Loop Over Leads
  6. Prepare Lead Fields
  7. Fetch Company Website
  8. Convert HTML to Text
  9. Analyze Company
  10. Claude Model for Analysis
  11. Parse Analysis
  12. Analysis OK?
  13. Write Brief
  14. Claude Model for Brief

Insgesamt 23 Schritte.

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