Introduction
Businesses today require thorough client research and meeting preparation, this a prime factor that caters to winning and losing deals. However, the process if often tiresome and hectic if one has to manually find prospects, screen them, look at their work, analyze their business and prepare meetings. The fact is that time can be spent better. This can be done by simply automating the entire process by putting into use AI and no-code automation.
In this comprehensive guide, we'll explore how to build an AI-powered research assistant that automatically generates detailed client meeting briefs by combining multiple AI models through Make.com.
The Power of Multi-Model AI Research
Make.com stands out because it uses multiple AI models, to generate the best results:
Different AI models, produce different results, utilizing the model through the steps mentioned below, you will not just be able to generate quality content, but also produce content that is solidified.
Initial website analysis and summarization
Comprehensive research about the company
Fact-checking and source verification
Synthesis of findings into actionable insights
Generation of strategic discussion questions
Building the Automation Step by Step
Step 1: Setting Up the Trigger
The automation begins with a form submission trigger. While the example uses Paperform, you can adapt this to work with various input methods:
Calendar booking systems (like Calendly)
Form builders (Typeform, Tally, Google Forms)
CRM systems
Email triggers
Slack messages
Key information to collect:
Client name and company
Website URL
Business challenges
Dream outcome/goals
Meeting date and time
Step 2: Initial Website Analysis
The automation first analyzes the client's website using a multi-step process:
HTTP Get request to retrieve website content
HTML to text conversion
AI analysis for key points and features
Generation of a concise website summary
This provides a foundation for deeper research and ensures we understand the client's online presence.
Step 3: Comprehensive Research Phase
The research phase involves two distinct AI operations:
Primary Research (Research A):
Analyzes website content
Searches external sources
Identifies key facts and insights
Focuses on recent developments
Prioritizes business-relevant information
Fact-Checking (Research B):
Verifies claims from primary research
Adds source URLs
Removes unverified information
Ensures accuracy and reliability
Step 4: Multi-Model Analysis
This is where the power of multiple AI models really shines. Each model provides unique perspectives:
Claude Analysis:
Synthesizes research findings
Identifies strategic opportunities
Generates insightful questions
ChatGPT Analysis:
Creates creative angles
Spots potential challenges
Suggests conversation starters
Llama Model:
Provides factual validation
Adds external context
Ensures accuracy
Step 5: Final Document Creation
The automation leads to the creation of a comprehensive Google Doc brief that includes the following details:
Meeting details and client information
Website overview and key features
Verified research findings
Strategic insights from all AI models
Recommended discussion questions
Source citations and references
Best Practices and Tips
To get the most out of this automation:
Customize the prompts for your specific business needs
Add your company's services and capabilities to the AI context
Include relevant templates and branding
Set up proper error handling
Regularly review and refine the outputs
Ready to start automating your workflow? Book a Free Automation Consultation Call at https://www.growwstacks.com/get-free-automation-consultation to discuss your specific needs.
Setting Up Your Own System
To implement this automation:
Sign up for Make.com using our special offer: Get 10,000 free operations when you register through our magic link: https://www.make.com/en/register?pc=growwstacks
Set up accounts with required services:
Perplexity AI ($5 minimum API credit)
OpenAI API (ChatGPT)
Claude API
Google Workspace
Create your document templates
Configure the automation workflows
Test and refine the system
Contact our experts at admin@growwstacks.com for personalized assistance, for a customized experience and for all the services you might require for your automation requirements.
Conclusion
Incorporating an AI powered research system of this kind facilitates the growth of client preparation and an increase in the business of automation. When one combines the technique of using several multiple AI models, while incorporating no code tools like Make.com, it enhances businesses to it's peak.
The key benefits include:
Significant time savings on research
More comprehensive client understanding
Consistent meeting preparation
Verified and sourced information
Strategic conversation guidance
Take your first step toward automation excellence today, visit us at https://www.growwstacks.com/ to implement this system and watch as it transforms your client preparation process.
Remember, automation isn't about replacing human insight - it's about augmenting it. This system provides the foundation for better-informed, more strategic client conversations while freeing up your time for high-value activities.
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