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customer-research-tutorial

Automatically research and outbound companies with the Exa API and google sheets app scripts. Watch the tutorial here.

GETTING STARTED

  1. Create an Exa API key: get started for free here.

  2. Create an OpenAI key

  3. Make a copy of this example spreadsheet.

  4. In the spreadsheet, go to extensions -> app scripts -> add the code from main.gs into your app scripts Screenshot 2024-06-14 at 1 27 16 PM

  5. Add your personal Exa API key and OpenAI key

  6. To run the automation, press the blue 'Update Sheet' button that will run 'enrichSheet()' inside main.gs Screenshot 2024-06-14 at 1 29 41 PM

CUSTOMIZING

  • Templates: in the 'templates' tab of the google sheet, add your own customer categories, category descriptions, routing, and templates
  • Code categories: inside the assignCategory() function, update the category enums to be your personal customer categories

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Automatically research and outbound companies with Exa API and google sheets app scripts.

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