Automate account research summaries to Google Docs
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John Barrows
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This template will allow you to

  1. Automate account research
  2. Create automated research summaries in Google Docs
  3. Use account signals and context to prioritize targets, tailor messaging, and schedule outreach

To run this workflow, you will need Zapier(Pro), Slack, and Google Docs. For detailed instructions on how to use this template, check out this Claybook

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