AI AGENTS
On-demand board-question deep dive emailed as a Google Doc
Submit a board-level question via a form; the agent runs a deeper multi-round investigation, drafts a long-form sourced analysis in Google Docs.
How it runs
The automated pipeline, trigger to output.
- TriggerBoard question submitted via form webhookHTTP webhook
- ActionFirst research pass on sub-queriesPerplexity
- LogicIdentify gaps, trigger a deeper second round
- ActionWrite structured long-form sourced memoOpenAI
- ActionCreate the memo as a Google DocGoogle Drive
- OutputEmail the doc link to the requesterGmail
What it does
Handles the heavier questions a board or investor raises, where a one-paragraph brief is not enough. The agent runs an iterative, multi-round investigation, writes a long-form sourced analysis into a new Google Doc, and emails the shareable link.
When to use it
For board prep, investor diligence responses, or major bets where you need a thorough, well-structured document with sections, evidence, and an appendix of sources, not a chat reply.
How it works
- 1A requester submits the question through a webhook form.
- 2The agent decomposes the question and runs a first research pass.
- 3It identifies gaps in the first pass and runs a second, deeper round targeting the weak spots.
- 4An LLM step writes a structured long-form memo: summary, analysis per sub-question, risks, recommendation, source appendix.
- 5A logic step confirms each section meets a minimum sourcing bar before publishing.
- 6The memo is created as a Google Doc and the link is emailed to the requester.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect Google DriveDocs, sheets, slides, files.
- 5Connect GmailRead, draft, send, label.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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