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Market Research And Business Case Generator

Automates market research and business case generation via email.

About
This workflow is designed to streamline the process of generating market research insights and developing business cases by automating tasks through Boltic AI. By connecting to various data sources and applying logical operations, it produces actionable insights and drafts comprehensive business cases. Suitable for marketing teams, product managers, and business analysts, it enhances decision-making and strategic planning. Industries such as retail, technology, and finance can leverage this workflow to reduce manual effort and accelerate project timelines by automating repetitive tasks.
How to use this template
  1. Ensure you have access to the necessary data sources and a Boltic AI account.
  2. Configure the Gmail trigger to activate the workflow upon receiving a new email event.
  3. Set the workflow to gather market insights and generate a business case draft using predefined logic.
  4. Customize the email template with your branding and messaging before sending or saving the draft.
  5. Schedule or manually trigger the workflow as needed to keep your market analyses and business cases up to date.
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