Field visit notes into a daily briefing
Each field visit logged in a sheet becomes a briefing for the sales manager.
What it does
When a rep logs a visit in your Google Sheet: the outlet on the map with its rating, and a short briefing from xMap AI, posted to the sales channel.
In one sentence: When a Google Sheet gets new rows, look each one up on online maps, write a summary of each with xMap AI, then send message to a channel in Slack and email the list to you.
Why it is useful
Visit notes rot in sheets. Each one becomes a short briefing with how customers rate the outlet and what to push next.
Who it is for
FMCG & distribution field sales. Distributors and consumer brands whose reps cover outlets: new shops, routes, channels and stock. Every use case for fmcg & distribution
Best use cases
- A field sales team
- A merchandising agency
- A brand ambassador program
What each run gives you
- A Slack post
- An email
The time it saves
Whenever a row is added to your sheet or table. Doing the same work by hand takes about 10 minutes each time, so it saves about 33 hours a month (an estimate). It is easy: 5 blocks.
The flow, block by block
- New visit in the sheetTrigger · New rowsStarts the flow when new rows appear in a Google Sheet or in a table in My data.
- Find the outletxMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
- Write the briefingxMap AI · xMap LLMTell the AI what to do in plain words.
- Post to the sales channelApp · SlackChannel-based messaging platform
- 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.
How to set it up
- Enrich a list once: A CSV of addresses or companies back with phone, website, rating and an AI score.
- Build your first flow in ten minutes: From a blank page to a flow that emails you a ranked list every morning.
- Map business scan: A live scan of online maps by type or your own search words.
- Your own tables and lists (My data): Upload a CSV, save lists of results, and use them in flows.
- Location intelligence: Using where things are, and what is around them, to make business decisions.
- POI data (points of interest): Records of places such as shops, clinics and offices, with their category, position and details.
- Outlet universe: The complete list of points of sale a brand could sell through.
More for FMCG & distribution field sales
- New outlets, graded and routed to each rep: New outlets graded, researched and routed to the nearest rep, with what to pitch at each.
- Hotels and restaurants to supply, researched: Hotels, restaurants and caterers matched to your products, with the buyer, in HubSpot.
- New outlets to CRM: New restaurants and cafes as leads in your CRM every morning, with a brief for the reps.
- Neighbourhoods without a grocery store: Blocks where people live with almost no grocery store, biggest gaps first.
- New outlets on my routes, prioritised, to the nearest rep: New grocery outlets on your routes, each assigned to the nearest rep, every weekday.
- Monthly outlet census of my city: Every food outlet in your city, by channel, the ones not in your CRM, every month.