Fill missing industry details in a customer sheet with Zapier Agents
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- Last checked
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- How we verify
Evidence: Company case studyA write-up published by the company that makes the agent or uses it.
Outcome
UK energy company egg set up a Zapier Agent that finds customers with missing industry details in a HubSpot-fed Google Sheet, searches for the information and updates the sheet; Zapier says it now takes about five minutes and egg no longer pays a contractor for it.
Poster says:About 5 minutes; contractor no longer needed
This is the source's own number. We haven't measured it.
Agent
Prompt Recreated prompt
The source didn't share its exact prompt, so we wrote this from what it describes.
Before you start, ask me 1–3 short questions about the details below and wait for my answers. Once I've answered, confirm the plan in one line and run the whole task start to finish. Goal: Fill in a missing column in my customer spreadsheet by researching each company online. Quick-check questions: Which sheet and column, and what are the allowed values (e.g. a fixed list of industries)? What I need from you: - The Google Sheet ([LINK]) and the column to fill - Allowed values or categories - Which columns identify each company (name, website) Rules: - Only touch rows where the column is empty. - Search for each company and pick a value from my allowed list. - Add a source link and a confidence note in a new column. - If you can't find it, write 'unknown' instead of guessing. - Never change other columns. Output: The updated sheet, plus a count of rows filled, unknown and skipped. If my answers leave a gap, make a sensible choice, say what you assumed, and keep going. You'll know it worked when: every empty row now has a value or 'unknown', with a source you can open.
Source
https://zapier.com/blog/egg-sparks-clean-energy-sales-with-ai/
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