Enrich and tag new contacts automatically with AI research

Automatically researches new contacts, adds AI-generated tags like decision maker, and updates your CRM in one step.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig[\"new or updated contact appears"\]:::trigdata s0["look up company details"]:::svc s1["analyze role with AI"]:::task s2["tag contact persona"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"+ what to update"}:::gate s2 --> gx p00["write enriched record to CRM"]:::task gx -->|"update CRM"| p00 p10["send summary alert"]:::task gx -->|"notify team"| p10 p00 --> out p10 --> out out[/"enriched tagged contact record"/]:::out pay{{"instantly know if a lead matters"}}:::pay 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 serviceEvery pathResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineSpreadsheet & Database Ops
Connects
Google SheetsAirtableHubSpotOpenAISlack

The problem it solves

Every new contact that comes in needs research before you can know if they're worth chasing. You end up hopping between LinkedIn, their company website, and your CRM just to figure out who someone is and whether they matter.

Who it fits

Sales and marketing teams who need to qualify and prioritize new leads quickly.

How it works

  1. A new or updated contact appears in your spreadsheet or CRM
  2. The system looks up the contact's company and pulls in extra details
  3. AI reviews the contact's role and seniority to infer their interests and buying intent
  4. The contact gets tagged as a persona like Decision Maker or Technical Buyer
  5. The enriched record is written back to your CRM or sheet, with a summary sent to Slack or email
What you get

Leads tagged by likely decision-maker

You get new contacts automatically researched and tagged by role and buying intent, ready for your team to prioritize.

What you get

An enriched, tagged contact record in your CRM plus a summary alert.

What you need

A Google Sheets, Airtable, or HubSpot account and an OpenAI 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

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