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Google Sheets Assistant
Challenge
A tech-focused investment firm, relied heavily on manual processes to identify investment targets, research companies, and find key contact information.
These workflows consumed valuable time from the business development and marketing teams, slowing down execution and limiting the quality of insights gathered.
Solution
We developed a smart assistant directly embedded into Google Sheets. This AI-powered add-on enables Alten's team to quickly search and retrieve accurate business intelligence and contact details, such as names, titles, emails, and LinkedIn profiles, without leaving the spreadsheet.
Technology: AWS, LangChain, Google Apps Script, Web Scraping, LinkedIn API, Custom Chat Interfaces
Impact
The tool significantly accelerated the team’s ability to gather critical data for lead generation, market research, and outreach campaigns. Tasks that previously took days can now be completed in minutes, allowing the team to focus on strategy, relationship building, and high-impact decision-making.
Next Steps
Expand the assistant’s integrations with additional data sources and CRM systems to streamline the end-to-end lead generation and investment sourcing pipeline.
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