Add company size data to your speaker or contact list

Looks up employee counts for every company on your list and flags the ones in your target size range.

How the work actually flows

It branches. Every path runs; runs once per each unique company.

Pattern: Parallel Split (2) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(("you provide contact spreadsheet")):::human s0[["look up employee count per company"]]:::mi s1[("add size column to sheet")]:::store s2[("create filtered tab for range")]:::store trig --> s0 s1 --> s2 gx{"+ update sheet or filter"}:::gate s0 --> gx p00["add size column"]:::task gx -->|"update main sheet"| p00 p10["list target range companies"]:::task gx -->|"create filtered tab"| p10 p00 --> s1 p10 --> s1 out[/"spreadsheet enriched with company size"/]:::out pay{{"faster lead qualification"}}:::pay s2 --> 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
Runs once per itemA personA record or sheetEvery pathResultPayoff
Build size
Starter

A small build with a couple of connected tools.

Business functions
DevOps & IT Operations
Connects
Google Sheets

The problem it solves

You've got a spreadsheet full of names and companies, but no idea which ones are actually the right size to sell to or invite. Looking up employee counts one by one and copying them back into your sheet is tedious work that keeps getting pushed to later.

Who it fits

A sales, marketing, or event team qualifying leads or speakers by company size.

How it works

  1. You provide a spreadsheet of names and companies
  2. The system looks up the employee count for each unique company
  3. It writes a company size column into your main sheet
  4. It creates a separate tab listing only the companies inside your target size range
What you get

Leads sorted by company size

Your contact list comes back with company size filled in for every name, plus a separate tab listing only the sizes you're targeting.

What you get

An updated spreadsheet with company size included, plus a filtered list of companies matching your target range.

What you need

A Google Sheets account and access to a company data lookup source.

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