Research and enrich B2B leads automatically before outreach

AI researches each prospect's company, news, and leadership, then updates your CRM with a ready-to-use dossier.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues; runs once per each research area.

Pattern: Parallel Split (2) · Synchronisation (3) · Multiple Instances without Synchronization (12)

flowchart TD trig(("you trigger lead enrichment")):::human s0["pull data from sources"]:::task s1[["verify and summarize findings"]]:::mi s2["combine into lead dossier"]:::task s3[("update crm record")]:::store trig --> s0 s1 --> s2 s2 --> s3 gx{"+ which sources to pull"}:::gate s0 --> gx p00["fetch company profile"]:::task gx -->|"company data"| p00 p10["fetch recent news"]:::task gx -->|"recent news"| p10 p20["fetch leadership info"]:::task gx -->|"leadership info"| p20 jn{"+ all sources gathered"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"enriched lead dossier in crm"/]:::out pay{{"stronger context before outreach"}}:::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 stepRuns once per itemA personA record or sheetEvery pathWaits for allResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineLead Generation & ProspectingSurvey & Feedback
Connects
AttioApollo.ioLinkedIn

The problem it solves

Before reaching out to a new prospect, you or your reps have to dig through company websites, news, and LinkedIn to find useful context, and that research eats up time better spent talking to people. Skip it, and your outreach sounds generic.

Who it fits

Sales teams and BDRs who need solid prospect context before every outreach call or email.

How it works

  1. You trigger enrichment for a company by domain
  2. AI pulls company data, recent news, and leadership info from multiple sources
  3. A second AI pass checks the claims and writes a summary for each area
  4. AI combines everything into a structured lead dossier
  5. Your CRM record updates automatically with the enriched profile
What you get

A ready-made dossier before every outreach call

Before you reach out, AI researches each prospect's company, news, and leadership, and updates your CRM with what it finds.

What you get

A structured research dossier on each prospect, saved directly to your CRM.

What you need

A CRM account, an Apollo.io account, and an AI 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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