B2B Customer Intelligence Agent
Project Overview
An AI research agent, integrated with AppSheet via a backend automation platform. Triggered on a data update, the agent verifies a company, assesses its strategic fit, and gathers key business intelligence, delivering an enriched summary directly into your AppSheet table.
Workflow Details
AppSheet Data Trigger
An automated workflow initiates when customer data is created or updated in a designated AppSheet table, passing the new data to the AI agent.
Multi-Source B2B Entity Verification
The AI agent systematically consults B2B intelligence platforms, official registries, and web sources to verify the legal entity, its operational status, and core business details.
Strategic Fit & Role Assessment
The agent analyzes the verified entity against predefined criteria to assess its potential as a direct customer, dealer, distributor, or strategic partner relevant to your specific industry and product lines.
Key Business Intelligence Gathering
Information on company size, financial indicators, market presence, and relevant procurement signals (e.g., past tenders, distribution of similar products) is collected.
Structured HTML Summary & AppSheet Update
The agent synthesizes all findings into a concise HTML summary with a top-level assessment and supporting details. This summary is then written back to the AppSheet 'Customers' table.