Source and research new leads automatically with Apollo and AI

The system finds leads matching your criteria, researches them online, and writes a personalized brief for each one.

How the work actually flows

A straight line. Runs once per each sourced lead.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(("user submits target criteria")):::human s0["find leads matching criteria"]:::svc s1[["research each lead online"]]:::mi s2["write ai lead brief"]:::task s3["notify team in Slack"]:::svc trig --> s0 s0 -->|"one per each sourced lead"| s1 s1 --> s2 s2 --> s3 out[/"researched lead briefs ready"/]:::out pay{{"faster prospecting with less manual work"}}:::pay s3 --> 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
A stepAn outside serviceRuns once per itemA personResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Lead Generation & ProspectingSpreadsheet & Database OpsSurvey & Feedback
Connects
Apollo.ioLinkedInGoogle SheetsSlackGoogle Gemini

The problem it solves

Finding new prospects and then researching each one before reaching out eats up hours every week. By the time you've read their profile and reviews, you've barely made it through a handful of leads.

Who it fits

Sales reps, agency owners, and founders who need a steady pipeline of researched leads without manual prospecting.

How it works

  1. You submit your ideal customer criteria in a simple form
  2. The system finds matching leads from Apollo and saves them to a Google Sheet
  3. On a schedule, it pulls each lead's LinkedIn profile and online reviews
  4. AI analyzes the research and writes a brief with pain points and conversation starters
  5. The brief is saved to the sheet and you get a Slack notification
What you get

Leads with research you don't have to compile

You get a steady list of matching leads, each with a written brief covering their pain points and good conversation starters.

What you get

A Google Sheet of leads, each with an AI-written research brief and suggested talking points.

What you need

An Apollo.io account, a web scraping service, a Google account, a Slack workspace, and a Google Gemini API key.

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

Related automations

Generate and schedule LinkedIn and X posts with AI

Uses AI to draft LinkedIn and X posts, saves them for review, and posts on schedule so content never stalls.

Advanced

Turn LinkedIn posts into enriched sales leads automatically

Spots company mentions in LinkedIn posts, finds their website and decision-makers, and saves enriched leads to a sheet.

Advanced

Score and route new leads automatically with AI

New leads from your form are scored by AI, and the hot ones get sent straight to your sales team in Slack.

Advanced

Find sales leads and draft personalized cold emails automatically

Submit a target role and location, and the system finds leads, writes personalized emails, and logs everything to Sheets.

Advanced
Back to the AI Playbook