Automated Company Decision-Maker Discovery and Contact Enrichment Workflow
This workflow helps businesses quickly obtain and enrich decision-maker information for target companies through automated processing. It is triggered from Google Sheets, utilizing the Apollo API to search for company and contact data, and combines it with OpenAI models to intelligently summarize business information. High-quality contact information is then integrated back into the spreadsheet. Additionally, manual review is conducted via Slack to ensure data accuracy, and potential client reports are generated regularly to enhance the efficiency and data quality of marketing and sales teams.
Tags
Workflow Name
Automated Company Decision-Maker Discovery and Contact Enrichment Workflow
Key Features and Highlights
This workflow is triggered by a company list in Google Sheets and leverages the Apollo API to search for and enrich company and decision-maker information. It integrates OpenAI’s large language model to intelligently summarize and categorize company business descriptions and contact departments. High-quality decision-maker contact details—including LinkedIn profiles, emails, and phone numbers—are consolidated back into Google Sheets. The workflow also incorporates Slack for human-in-the-loop website information review and approval, and supports automatic weekly generation of validated lead reports, significantly enhancing lead accuracy and operational efficiency.
Core Problems Addressed
- Automates acquisition and enrichment of key decision-maker data for target companies, eliminating manual searches and redundant data entry
- Resolves issues related to missing or incorrect company website information by combining automated retrieval with human verification to ensure data accuracy
- Provides intelligent classification of decision-makers by department to support precise marketing and customer management
- Enables real-time updates to the lead database, supporting bulk operations and efficient data processing
- Generates periodic lead quality reports to facilitate team tracking and sales pipeline management
Use Cases
- Marketing and sales teams needing to rapidly build high-quality lead lists
- Business development professionals conducting in-depth research on target companies and key personnel
- Recruitment teams seeking contact information for decision-makers or department heads in specific roles
- CRM data supplementation and updates
- Automated data processing workflows requiring human review to ensure data accuracy
Main Workflow Steps
- Trigger: Workflow initiates upon new or updated rows in the “Companies” sheet within Google Sheets
- Filter Unprocessed Companies: Select companies with status not marked as “Processed”
- Website Domain Handling: Check for existing domain; if missing, call Apollo’s company search API to retrieve it
- Merge Domain Data: Ensure all companies have associated website domains
- Call Apollo Organization Enrichment API to obtain detailed company information
- Use OpenAI Model to generate a concise one-line core business summary for each company
- Update Company Details in Google Sheets, marking status as “Processed”
- Construct Apollo Decision-Maker Search Request URL and perform batch (up to 1000 records) searches for decision-maker information
- Split Batch Responses and Use OpenAI Model to determine each decision-maker’s department
- Write Decision-Maker Data to Google Sheets “Contacts” Sheet (add or update records)
- Batch (10 contacts per batch) Call Apollo Bulk Enrichment API to retrieve emails, phone numbers, and other contact details
- Parse Enrichment Responses and Update Contacts Data Table
- Slack Human Review Step: Notify team to verify company website information, correct errors, and approve data
- Filter Contacts with Verified Emails and Generate “Contacts (Verified)” Sheet
- Weekly Scheduled Trigger: Count newly verified leads from the past 7 days and send a Slack weekly report
Systems and Services Involved
- Google Sheets: Data input source and final contact database
- Apollo API: Includes organization search, enrichment, people search, and bulk enrichment endpoints
- OpenAI (GPT-4o-mini): Used for generating company business summaries and determining contact departments
- Slack: Facilitates review requests and automated weekly report notifications
Target Users and Value Proposition
- Marketing, sales, and business development teams seeking improved lead generation efficiency and data quality
- Data analysts and CRM managers aiming for automated data updates and precise customer profiling
- Recruitment and headhunting teams quickly identifying key decision-makers in target companies
- Organizations or teams requiring a combination of automation and human review to ensure data accuracy
- Medium to large enterprises desiring centralized management and real-time tracking of lead pipelines
By combining robust API data capabilities with advanced language model intelligence, this workflow delivers an efficient, accurate, and scalable automated solution for discovering and managing corporate decision-makers and contacts, greatly reducing manual effort and enhancing sales lead conversion potential.
Analyze the Sentiment of Feedback and Send a Message on Mattermost
This workflow automatically collects feedback submitted by users through Typeform and utilizes Google Cloud's natural language processing services for sentiment analysis to determine the emotional tone of the feedback. Based on the sentiment score, the system automatically sends the feedback content and score to a designated Mattermost channel for real-time feedback monitoring and team collaboration alerts. This process significantly enhances the efficiency of feedback handling and response speed, helping the team to promptly grasp user satisfaction and potential issues.
Notion to LinkedIn
This workflow automates the retrieval of the day's content from the Notion database, processes it through aggregation and formatting, and schedules the publication of articles and accompanying images to the LinkedIn homepage. The entire process is highly automated, eliminating the tediousness of manual copying and pasting, thereby improving the efficiency and timeliness of content publishing. Additionally, it automatically updates the content status in Notion, facilitating management and tracking, making it suitable for content creators and social media operators.
Send SMS to Numbers Stored in Airtable with Twilio
This workflow efficiently sends personalized SMS messages by retrieving contact phone numbers from the Airtable database and utilizing the Twilio platform for automated messaging. Users only need to manually trigger the process, and the system automatically handles data retrieval and message sending, addressing the cumbersome and error-prone issues of traditional manual operations. It is suitable for scenarios such as enterprise customer management, marketing campaigns, and any situation requiring SMS notifications, greatly enhancing communication efficiency and saving time and labor costs.
Website Email Extraction API Construction Workflow
This workflow automatically fetches all email addresses from specified web pages through a Webhook interface, performs deduplication, and ultimately returns a clear result. It integrates web content scraping, regular expression parsing, and data cleaning, supporting dynamic input of target URLs, which greatly simplifies the complexity and operational difficulty of traditional email collection methods. It is suitable for marketing, sales, data analysis, and developers, providing an efficient and low-cost email data collection solution.
AutoClip – Automatically Generate Video Clips and Upload to YouTube
This workflow automatically selects random video backgrounds, music, and quote texts from Google Drive and Google Sheets, using FFmpeg technology to generate short videos with text overlays, which are then automatically uploaded to YouTube. By automating the selection of materials and video composition, users can quickly create and publish engaging short videos, significantly enhancing content creation efficiency, making it suitable for content creators, marketing teams, and educational institutions. The entire process requires no manual intervention, achieving efficient content management and publishing.
SEO Blog Generator with GPT-4o, Perplexity, and Telegram Integration
This workflow achieves efficient SEO-optimized blog article generation and publishing by integrating the GPT-4o language model, the Perplexity search tool, and the Telegram platform. After users submit a topic, the system automatically retrieves relevant information, intelligently writes content, and generates SEO-compliant titles and descriptions. Finally, it simplifies the content creation and publishing process by instantly pushing the content through Telegram, helping marketing teams and content creators enhance their efficiency and quality.
Create Mailchimp Contacts Based on Squarespace Subscriptions
This workflow enables the automatic synchronization of subscription data from Squarespace websites with Mailchimp audience lists, addressing the cumbersome and error-prone issues of manual imports. It supports on-demand manual triggers or scheduled automatic runs, ensuring real-time updates of contact data. It is suitable for website operators, marketing teams, and small businesses, significantly simplifying the management process of subscription users and enhancing the efficiency and accuracy of email marketing.
Social Media Updates Aggregation and Meeting Reminder Automation Workflow
This workflow aims to automate the integration of meeting arrangements and social media updates, helping users obtain the latest social media information from participating companies every weekday morning. By extracting meeting data from Google Calendar and utilizing services such as Clearbit, LinkedIn, and Twitter, the system organizes the relevant content into a visually appealing HTML email and sends it to a designated inbox. This process not only enhances the efficiency of meeting preparation but also saves time on manual searches, facilitating precise communication for sales and marketing teams.