Ratings of my portfolio companies’ branches

What it does

Every week: each branch of your portfolio companies on the map, rating changes and closures, what each change means from xMap AI, saved to your database and emailed.

In one sentence: Mondays at 08:00, take your table, look each one up on online maps, spot what changed, write a summary of each with xMap AI, save them to your database, then email the list to you.

Why it is useful

Portfolio monitoring should not wait for quarterly reports. This flow flags problems as they happen.

Who it is for

Investors, analysts & consultants. Investors, analysts and consultants who need location numbers they can trust, on a schedule. Every use case for investors & consultants

Best use cases

• A private equity firm
• A lender
• A franchise investor

What each run gives you

• Rows in your database
• An email of changes

The time it saves

Mondays at 08:00. Doing the same work by hand takes about 120 minutes each time; it runs about 4 times a month, so it saves about 8 hours a month (an estimate). It is medium: 7 blocks.

The flow, block by block

1. Every MondayTrigger · ScheduleStarts the flow on a timetable.
2. Portfolio branchesYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
3. Find each branchxMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
4. Rating and closuresLogic · What changedLets through only the places this flow found before whose details changed since: closed, a rating that moved, a new phone or website, a new name or address, or any field you name.
5. What it meansxMap AI · xMap LLMTell the AI what to do in plain words.
6. Save to my databaseYour data · Save to my databaseSaves the items into a table of your own database (PostgreSQL, BigQuery or Snowflake): each field goes into the column of the same name, the others are left out.
7. Email me the listAction · EmailSends one email per run with all the items, or one email per item.

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.