Classify contacts by department, seniority, and ideal customer fit

Reads a contact's job title and automatically tags their department, seniority, and buyer type.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"new contact record created"]:::trig s0["read job title"]:::task s1["analyze role clues"]:::svc s2["assign role tags"]:::task s3["flag ideal customer fit"]:::task s4[("update airtable record")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"contact tagged with role and fit"/]:::out pay{{"faster lead qualification"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Spreadsheet & Database Ops
Connects
Airtable

The problem it solves

Your sales team wastes time manually figuring out who's a decision maker, a champion, or just a user based on a vague job title. Without consistent tagging, it's hard to prioritize outreach or know if a contact even fits your ideal customer profile.

Who it fits

Sales and go-to-market teams qualifying leads before outreach.

How it works

  1. A new contact record triggers the automation
  2. It reads the person's job title and analyzes it for role clues
  3. It assigns a department, seniority level, and contact type such as champion or decision maker
  4. It flags whether the contact matches your ideal customer profile
  5. The record is updated in Airtable with the results
What you get

Leads sorted by fit before outreach begins

You get every new contact automatically tagged with department, seniority, and how well they fit your ideal customer.

What you get

An updated contact record tagged with department, seniority, type, and ideal-customer fit.

What you need

An Airtable account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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