Identify target companies and roles

Identify target companies and roles

Jacob Bank
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Google Sheets Template

AI Agent Template

What's in this setup guide

In this guide, you'll set up an AI agent that will automatically generate a list of 5 new target companies every week. This is important because in the next guide, you need this list to identify specific people at those companies to connect with!

To set this up, we will:

  1. Create a super simple spreadsheet to track targets who meet your ICP (ideal customer profile)

  2. Build a simple AI agent that searches the web for target companies and roles

1. Create a target company & leads tracker in Google Sheets

First, you need to create a simple three-column database table so the AI agent has a place to add suggested target companies. To make this table, just create a copy of this Google Sheets template .

It has three columns in the Target Companies tab:

  1. Company Name: The name of the target company

  2. Company LinkedIn Profile URL: The link to the company's profile page on LinkedIn (this makes it easier for the AI to find people at these companies)

  3. Job Titles: One or more relevant job titles of target leads at that company

2. Seed the tracker with 2-5 companies and job titles

We're going to be asking an AI to find target companies and job titles for you. To help it find relevant targets, you need to first provide it with some good examples of what target companies and job titles look like for your business.
Add at least 2 examples of the kinds of companies and job titles you want to target.

3. Import the Target Company Finder AI agent template

Next, we're going create an AI agent in Relay.app. Every week, this agent is going to:

  • Identify 5 companies and job titles similar to the ones already in your sheet
  • Add each target opportunity as a new row in your sheet

To make this agent, just import this template: Target Company Finder

4. Take a look at the agent's triggering schedule (step #1)

Now we are going to walk through each step in the agent so you know how it works, and to make sure it's set up the way you want it to work.

Open the trigger and see how it's set to trigger every week, so every Monday you'll get a set of new target companies (as well as leads at those companies, in the next agent we build).

5. Attach your tracker to the AI step as a knowledge source (step #2)

Open the AI step to see how it's set up. This step prompts GPT-5 to conduct a search to find 5 target companies and roles at those companies that would make good leads. It makes the decision about what makes a good company/role based on the roles already in your tracker. Since it needs your tracker to make this decision, it's very important to give the agent access to your tracker!

To do this, click the "Knowledge" button, select Google Spreadsheet, and attach your new tracker as a knowledge source.

6. Review the loop (step #3)

Because the AI step is outputting a list of target companies, you need a loop to take action on each one of those companies individually. The loop is already set up for you in the template:

7. Map the new target companies to your tracker (step #4)

Inside the loop, there is one Add row step. Because it's in a loop, this step will run once for every response from the AI—that is, for every target company that is generated by the AI step.

You'll need to set up this step yourself to make it point to your tracker. Here's how:

  1. If you see a button to connect Google Sheets, do that first

  2. Under Sheet, search for and select the tracker you made

  3. Click the Auto-suggest button under Fields to populate, and Relay.app should find your column names and automatically map the right data to them for you!

8. Publish your changes

Before you can test or run your agent, you might be prompted to publish the changes you made. Just click Publish.

9. Test your new agent!

Let's see how this new agent does. Click Start a test run to run it now. A test run is a real run, so the automations will really run!
What's nice about a test run is that it won't cost you any AI credits, so you can make sure it's working as you like before you turn the agent on.

10. Make any necessary tweaks

Check your sheet. How did it do?

If you like the results, go ahead and turn the agent on! It will run automatically on the schedule you set.

If your results aren't exactly what you want, you may need to update the examples you gave to the AI in your sheet. (The prompt and the model used in the AI step are other levers you have as well.)

11. Turn it on!

When you're happy with how it's working, go ahead and turn the agent on!

Next, you'll build an agent to turn those target companies into leads

You now have your first working LinkedIn lead gen agent (👏)! But we need more than just a sheet of target companies. Next, we'll take those target companies and job titles and use those to find specific people you can connect with.