Retail site selection briefs from new Airtable candidates

When a new candidate site lands in Airtable, get a Google Doc brief on foot traffic, trade area fit, ranking, and competitor overlap.

Agentic Task
Placer.aiAirtableGoogle DocsOperationsSalesResearch & MonitoringLead EnrichmentAI Reports
PromptCreate

Build me an agent workflow that produces a full location-intelligence site evaluation brief in Google Docs every time a new candidate retail site shows up in our Airtable intake base.

Trigger: poll Airtable with the new_record event type on a 'Sites Under Review' style table. Up front, ask me for the Airtable base id, the table id or name to watch, and the Google Drive folder id where finished briefs should be saved. Assume each Airtable row carries at minimum: the property address, the target category (for example 'quick-service restaurant'), and the chain we are scouting for at this site. Default the analysis window to the trailing 12 months unless I override it.

For each new Airtable row, the agent should do the following:

1) Call Placer.ai 'Search for Placer Entities' to resolve the address into the closest matching Placer venue or complex. Prefer a venue match in the target category when one is available; fall back to the nearest complex. Capture the resolved entity id, entity type, name, and category, and note in the brief which entity was matched so the broker can sanity-check it.

2) For that resolved entity, run these Placer.ai reports against the trailing 12 month window: 'Visit Metrics Summary Report' for total visits and visitors, 'Trade Area Demographics Profile Report' for the true trade area population profile, 'Ranking Metrics for a Single Property' to get the entity's rank within its category, and 'Visitor Journey - Favorite Chains' to surface which chains the location's visitors also frequent. Remember Placer's report endpoints are async: a 202 means retry the same request body after a short delay until you get a 200.

3) Use the target chain on the Airtable row to highlight competitor co-visitation: look up where the target chain ranks in the 'Favorite Chains' results, and call this out explicitly in the brief (high overlap = strong shopper fit; low overlap = audience mismatch to flag).

4) Call Google Docs 'Create Document' to create a new doc titled something like '[Site Brief] {address} - {target chain}', then call 'Batch Update Document' to populate it with these sections: header with address, target category, target chain, resolved Placer entity, and analysis window; Visit volume vs category benchmarks (numbers from Visit Metrics Summary, framed against category context from the ranking call); Trade area demographic fit (key cuts from the Demographics Profile, called out as fit/non-fit against the target chain's typical shopper); Rank within category (position from Ranking Metrics, with a one-line interpretation); Competitor and co-visitation (top favorite chains, with the target chain's position called out); and a short 'Recommendation' summary the broker can read in 30 seconds. Move the new doc into the Drive folder I configured at setup.

5) Call Airtable 'Update Record' on the originating row to write the new doc URL back into a 'Site Brief' link field (create or reuse this field) so the broker sees the brief inline in the base. Also stamp a 'Brief generated at' timestamp field on the same row.

If Placer cannot resolve the address to any entity, or a report returns 204 (no data), write the brief anyway with the missing sections labeled clearly and still update the Airtable row, so the broker knows the agent ran but flagged gaps. Surface errors back into the Airtable row in a 'Status' field rather than silently failing.

What does this prompt do?

  • Watches your Airtable intake base for new candidate site rows and kicks off a fresh evaluation for each one.
  • Pulls trailing 12 months of foot traffic, trade area demographics, category ranking, and co-visitation with your target chain.
  • Drafts a structured site selection brief in Google Docs and saves it to the Drive folder you choose.
  • Writes the doc link back to the Airtable row so brokers can open the brief without leaving the base.

What do I need to use this?

  • An Airtable base with a 'Sites Under Review' style table that includes the address, target category, and chain you are scouting for.
  • A Placer.ai account with API access enabled by your customer success manager.
  • A Google account with access to the Drive folder where the briefs should land.

How can I customize it?

  • Change the analysis window from the default trailing 12 months to a different time range, like trailing 24 months for slower-cycle categories.
  • Adjust the sections in the brief or the order they appear so the doc matches your broker team's pitch format.
  • Swap the destination Drive folder, or add a step that posts the doc link to a Slack channel after each brief is ready.

FAQs

What does the brief actually include?
Visit volume against category benchmarks, a demographic profile of the true trade area, the property's rank within its category, and which chains the location's visitors also frequent. The goal is a one-pager a broker can read before walking into a tour.
Do I need a paid Placer.ai plan?
Yes. Placer.ai's API is a paid add-on to an existing subscription. Your customer success manager at Placer turns it on and gives you the key.
What if Placer cannot find an exact match for the address?
The agent resolves the closest venue or shopping complex Placer knows about and notes the match in the brief, so the broker can sanity-check it before sharing.
Can I run this on a folder of existing candidate sites?
It is built for new rows, so the simplest path is to drop your backlog into the watched table. New rows will be picked up one at a time and a brief produced for each.
How long until a brief shows up after I add a row?
Usually a few minutes. The agent pulls four Placer reports, drafts the doc, and writes the link back to your row, all in one pass.

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Stop hand-building site evaluation decks for every candidate property.

Drop the address in Airtable, and a finished location-intelligence brief lands in your broker's Drive folder before the next call.