Business Challenge.

One of the most time consuming aspects of outbound partnerships and business development is research.

Teams must:

• Evaluate whether a company fits their ideal customer or partner profile.
• Understand what the company does and how it might benefit from the product or collaboration.
• Identify the right individual within that company.
• Tailor messaging to both the company context and the individual’s role.

Manual research limits speed and scale. Fully automated outreach often sacrifices relevance and quality. The challenge is finding a balance between speed and relevance.

Solution Overview.

RightBrain is integrated directly into Google Sheets via API calls. Each row in the sheet represents a potential customer or new partner.

The workflow consists of two core Rightbrain Tasks:

1. Account Research and Qualification agent.
2. Personalised Outreach Generation tool.

The system operates in two stages. First, it researches and qualifies the company. Second, it generates tailored outbound for qualified accounts.

Step by Step Workflow.

Step 1. Prospect List Upload.

A list of companies and relevant contacts is exported from an existing data source such as Apollo and uploaded into Google Sheets.

No new prospecting platform is required.

Step 2. Company Qualification via RightBrain.

Each company website URL is passed to the RightBrain Partner Qualification tool directly from Google Sheets.

The tool:

• Retrieves and analyses website content.
• Evaluates the company against a defined ideal partner profile.
• Applies detailed qualification criteria embedded within the prompt.
• Generates a structured qualification score.
• Produces a defined partnership opportunity summary.

This research is often deeper and more consistent than manual review.

The output is written back into the sheet automatically.

Step 3. Threshold Logic and Colour Coding.

The qualification score determines next steps:

• Green indicates a strong fit.
• Yellow indicates a borderline case requiring manual review.
• Red indicates disqualification and prevents further message generation.

This creates a controlled, human in the loop workflow.

Step 4. Personalised Outreach Generation.

For companies that pass the qualification threshold, a second RightBrain tool is triggered.

This tool takes:

• The generated opportunity summary.
• The individual’s job title and profile context.

It then generates tailored messaging templates for:

• LinkedIn outreach.
• Email outreach.

These are structured as starting points. GTM teams review and refine further before sending.

Step 5. Continuous Improvement Through Run Auditing.

All RightBrain runs are auditable within the platform.

Teams can:

• Review historical runs.
• Define where outputs need improvement.
• Refine prompts and qualification criteria.
• Improve relevance and accuracy over time.

This creates a continuous optimisation of outbound performance.

System Interaction Architecture.

Google Sheets acts as the operational interface.

RightBrain functions as the intelligence layer, providing:

• Website retrieval and analysis.
• Qualification scoring.
• Opportunity summarisation.
• Personalised content generation.

The API connection enables structured, repeatable execution across large outbound lists.

Key Benefits.

• Reduces time spent on manual account research.
• Enables deeper analysis than typical manual review.
• Standardises qualification across sales and partnership teams.
• Maintains human oversight through threshold controls.
• Improves outbound relevance through contextual messaging.
• Works with existing prospecting data sources and tools.
  

Who This Is For.

This workflow is particularly relevant to:

• Go-to-market Teams.
• Sales Directors and Account Executives.
• Revenue Operations Managers seeking structured qualification logic.
• Founders and Growth Leaders in early stage companies.
  

It is especially valuable for teams that prioritise quality, relevance and control in outbound outreach.

Strategic Impact.

By embedding RightBrain into a familiar tool such as Google Sheets, teams can introduce AI into their go to market strategy without overhauling their existing stack.

The result is a controlled, intelligent workflow that:

• Qualifies companies against a defined ideal profile.
• Surfaces high quality opportunities faster.
• Generates relevant, role specific messaging.
• Preserves human judgement while amplifying productivity.
  

This use case demonstrates how RightBrain can function as a modular intelligence layer within everyday operational tools, enabling smarter go to market execution without sacrificing control or quality.

CTA: Let us know if you would like to do something similar for your Go-to-market.