Fill missing industry details in a customer sheet with Zapier Agents

Posted

Oct 7, 2024 by Zapier

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Last checked

Oct 16, 2026

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Method:

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.

Agent

Zapier Agents

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'll give 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 I can open.

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.

Questions to ask me first:
- Which sheet and column?
- What are the allowed values?
- Which columns identify each company?

Inputs (fill in or confirm):
- Google Sheet ([LINK]) and the column to fill
- Allowed values (fixed list)
- Columns that identify each company (name, website, country)
- Confidence threshold for writing a value

Rules:
- Only touch rows where the target column is empty.
- Research from the company's own site first, then reputable directories; note the source URL in a new column.
- Pick a value only from my allowed list; never invent a new category.
- Write 'unknown' when evidence is weak instead of guessing.
- Add a confidence column (high/medium/low).

Checkpoint: Run on the first 20 rows and show me before doing the rest.

If you get stuck: If the sheet is protected or a row is ambiguous (two companies with one name), skip it and list it. If a login, CAPTCHA or two-step code appears, stop and ask me to handle it; never guess or store passwords.

Verify before you finish: Spot-check 10 filled rows by opening their source links.

Output: Updated sheet plus counts of filled, unknown and skipped rows.

Done when: every empty row has an allowed value with a source, or 'unknown'.

Source

https://zapier.com/blog/egg-sparks-clean-energy-sales-with-ai/