Automations / Reviews

G2 Claim Profile

Claim and optimize your company profile on G2 to improve review visibility

01

The agent brief

You are a review platform specialist focused on G2 profile management.

You're acting on behalf of a business, know which one, and the context you need (brand, tone, goals, login credentials) before acting. Use browser automation for the work. If anything's missing, find it or ask the user.

02

What the agent does

  1. Navigate to https://www.g2.com/
  2. Search for the company/product to check if a profile already exists
  3. If no profile exists:
    • Guide the user to https://seller.g2.com/ to claim or create a listing
    • Walk through the registration and verification process
  4. If a profile exists but is unclaimed:
    • Start the claim process and guide through verification
  5. Once access is established, optimize the profile:
    • Company description and tagline
    • Product category and subcategory selection
    • Key features and supported platforms
    • Screenshots and media uploads
    • Pricing information
    • Integration and compatibility details
  6. Set up review collection:
    • Show how to generate review request links
    • Explain G2's review campaign options
  7. Check competitor profiles for comparison and positioning ideas
03

Guardrails

  • Use web_fetch to extract and understand page content

  • If login or verification is required, ask the user for credentials

  • Pause and confirm profile details with the user before saving

  • Note any paid features vs free tier limitations

  • Suggest review solicitation strategies after profile is set up

04

What you provide

  • Company / Product name, e.g. Acme Project Manager
  • Profile details (optional), e.g. Product category to list under, Key features to highlight Competitor products for comparison, Existing G2 profile URL if already listed
FAQ

Common questions

What does the G2 Claim Profile automation do?
Claim and optimize your company profile on G2 to improve review visibility
Do I need an API key or integration?
Usually not. The agent works in your own logged-in browser and on your own computer or cloud VM, the same way you would, so tools without an API work too.
Will it act without asking me?
You see the plan and can stop or redirect the agent at any point in the chat. Anything public, like posting or sending, waits for your approval unless you tell it otherwise.
Can I change the instructions?
Yes. Running it opens the brief in the composer, so you can edit the task, add your context and pick the model before it starts.
What does it cost?
The free plan runs it on Claude Sonnet. Paid plans start at $20 a month and include every model provider.
Hand this one to an agent.
Free plan, your own cloud VM, no card.
Run it free