Feature Overview

The Search Task is a powerful action within the GTM Engine Workflows library that allows you to automate web searches and incorporate the results into your sales and research processes. This feature executes Google searches based on specified queries and returns organized search results that can be used in subsequent workflow steps.

Benefits to the User

• Save time on research: Automatically gather information about prospects, companies, or topics without manual searching
• Enhance prospect outreach: Access up-to-date news and information to personalize your communications
• Streamline intelligence gathering: Combine with other workflow tasks to create comprehensive research automations
• Reclaim selling time: Reduce administrative burden by automating information collection that would otherwise require manual effort
• Improve data quality: Consistently gather the most current information available online

Accessing the Feature

1. Navigate to the GTM Engine Workflows library
2. Create a new workflow or edit an existing one
3. Add a new action to your workflow
4. Select "Search Task" from the available actions

Step-by-Step Usage Guide

1. Configure Your Search Query

• In the Search Task configuration panel, locate the "Search query" field
• Enter your search term or map a dynamic value from a previous step or input
  • Note: For dynamic queries, use the mapping function to pull values from earlier workflow steps

2. Select Search Type

Choose the appropriate search type based on your needs:

• Classic Search: Standard Google search results (default)
• News Search: Specifically returns news articles (ideal for company research and outreach preparation)
• Maps Search: Returns location-based results (useful for researching headquarters or specific geographic areas)

3. Configure Advanced Options

Customize your search with these additional parameters:

Language Selection:

• Choose from English, Spanish, French, or German
• Default: English

Country Filter:

• Select from United States, United Kingdom, Canada, or Australia
• Default: United States

Results Count:

• Specify how many results to return (up to 20)
• Default: 20 results

4. Save Your Configuration

• Click the "Save" button to finalize your Search Task setup
• The task is now enabled in your workflow

Tips and Best Practices

Combining with Other Tasks

• Search + Scrape Combination: The Search Task returns URLs, not page content. For a complete research solution:
  1. Use a Search Task to get relevant URLs
  2. Extract specific URLs from the results (e.g., the top 3)
  3. Add Scrape Tasks to retrieve and analyze the content from those URLs

Optimizing Search Queries

• Use specific, targeted search terms for more relevant results
• For company research, include the company name plus terms like "news," "press release," or "announcement"
• When researching people, include their title and company for more precise results

Workflow Integration Ideas

• Pre-call Research: Automatically gather the latest news about a prospect before scheduled calls
• Competitive Intelligence: Set up regular searches for competitor activities
• Lead Enrichment: Enhance prospect data with additional information found online
• Market Monitoring: Track industry trends or specific topics relevant to your sales conversations

Limitations

• Search results are limited to a maximum of 20 entries
• The task returns only URLs, not the content of the pages themselves
• For complete content analysis, additional Scrape Tasks are required

By leveraging the Search Task in your workflows, you can automate time-consuming research activities, giving you more time to focus on meaningful sales conversations while ensuring you have the latest information at your fingertips. This automation aligns perfectly with GTM Engine's mission to transform your CRM from a passive reporting tool into an active system that supports real selling.