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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.

Workflow Diagram
Automated Company Decision-Maker Discovery and Contact Enrichment Workflow Workflow diagram

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

  1. Trigger: Workflow initiates upon new or updated rows in the “Companies” sheet within Google Sheets
  2. Filter Unprocessed Companies: Select companies with status not marked as “Processed”
  3. Website Domain Handling: Check for existing domain; if missing, call Apollo’s company search API to retrieve it
  4. Merge Domain Data: Ensure all companies have associated website domains
  5. Call Apollo Organization Enrichment API to obtain detailed company information
  6. Use OpenAI Model to generate a concise one-line core business summary for each company
  7. Update Company Details in Google Sheets, marking status as “Processed”
  8. Construct Apollo Decision-Maker Search Request URL and perform batch (up to 1000 records) searches for decision-maker information
  9. Split Batch Responses and Use OpenAI Model to determine each decision-maker’s department
  10. Write Decision-Maker Data to Google Sheets “Contacts” Sheet (add or update records)
  11. Batch (10 contacts per batch) Call Apollo Bulk Enrichment API to retrieve emails, phone numbers, and other contact details
  12. Parse Enrichment Responses and Update Contacts Data Table
  13. Slack Human Review Step: Notify team to verify company website information, correct errors, and approve data
  14. Filter Contacts with Verified Emails and Generate “Contacts (Verified)” Sheet
  15. 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.