Research and score new sales leads automatically with AI

Pulls company and contact data from multiple sources, scores each lead with AI, and alerts your team when one looks promising.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig(("rep submits company domain")):::human s0["pull company and contact data"]:::svc s1["score lead fit with AI"]:::task s2[("save lead record")]:::store trig --> s0 s0 --> s1 s1 --> s2 gx{"× is lead score high"}:::gate s2 --> gx p00["alert sales team on Slack"]:::task gx -->|"high score"| p00 p10["no alert sent"]:::task gx -->|"lower score"| p10 p00 --> out p10 --> out out[/"scored lead record and alert"/]:::out pay{{"faster follow-up on best leads"}}:::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
A stepAn outside serviceA personA record or sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Messaging & NotificationsSpreadsheet & Database OpsSurvey & Feedback
Connects
ClearbitHunter.ioGoogle MapsGoogle SheetsSlackGemini

The problem it solves

Researching a single lead, checking the company, finding the right contact, and judging whether they are worth pursuing, eats up your sales team's day. By the time reps finish digging, the best window to reach out has often already passed.

Who it fits

Sales and marketing teams handling a steady stream of inbound or prospected company leads.

How it works

  1. A sales rep submits a company domain through a simple form
  2. Company details, contacts, reviews, and website information are pulled from multiple data sources
  3. AI reviews everything and scores how good a fit the lead is
  4. The full lead record is saved to a tracking sheet
  5. If the score is high, the sales team gets an instant Slack alert
What you get

A scored lead profile waiting the moment sales asks

You get a scored lead profile pulled from multiple sources, with a Slack alert the moment a promising one shows up.

What you get

A scored, enriched lead record in your tracking sheet, plus an instant alert for your best prospects.

What you need

Accounts with Clearbit, Hunter.io, Google Sheets, Slack, and an AI provider such as Google Gemini.

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

Back to the AI Playbook