Automate discovery, enrichment, and verification of decision-makers to deliver ready-to-contact leads.
The AI agent scans target companies, identifies key decision-makers, and enriches their contact details with LinkedIn profiles, emails, and phone numbers. Then it routes records requiring review to Slack for human verification, ensuring accuracy and compliance. Finally, it updates Google Sheets across Companies, Contacts, and Contacts (Verified) and delivers a weekly summary of newly verified leads.
Automates end-to-end lead discovery, enrichment, and verification.
Identify target decision-makers using Apollo Organization Search and People Search.
Enrich profiles with LinkedIn URLs, emails, and phone numbers via Apollo enrichment APIs.
Update the Google Sheets tabs: Companies, Contacts, and Contacts (Verified).
Flag records needing human verification and notify via Slack.
Verify data with human checks and move verified contacts to Contacts (Verified).
Generate and deliver weekly summaries of newly verified leads to Slack.
Before: teams struggle with incomplete data, scattered sources, and slow lead validation. After: the AI agent automates discovery and enrichment, adds verified contacts to a centralized sheet, and delivers weekly summaries of new leads.
A simple 3-step flow that non-technical teams can follow.
Query Apollo Organization Search and People Search to identify C-suite and VP-level contacts for target accounts.
Enrich with LinkedIn profiles, emails, and phone numbers via Apollo APIs and write results to the Google Sheets.
Route uncertain records to Slack for human verification, update Contacts (Verified) when approved, and send weekly summaries.
A practical scenario showing end-to-end automation.
A new company is added to the Companies tab. The AI agent runs a discovery pass, returns 3 decision-makers (CEO, CTO, VP of IT) with LinkedIn profiles and emails, and writes them to Contacts. It flags 1 record for verification; Slack sends a verification prompt. After human confirmation, 2 contacts are marked as Verified in Contacts (Verified). A weekly summary of the newly verified leads is posted to Slack.
Roles that rely on accurate, enriched lead data.
Need reliable lead lists to plan and execute outreach campaigns.
Require faster access to decision-maker contacts for outreach.
Need enriched profiles for ABM targeting and attribution.
Maintain a clean, deduplicated leads database.
Prefer weekly verified-lead summaries for pipeline planning.
Need traceable data verification workflows and auditability.
Connects to Google Sheets, Slack, Apollo, and an LLM service.
Reads and writes to the Companies, Contacts, and Contacts (Verified) tabs; triggers Pending when Domain changes.
Sends verification prompts and weekly reports to a designated channel.
Provides Organization Search, Organization Enrichment, People Search, and Bulk People Enrichment during discovery and enrichment.
Generates company summaries and infers departments based on job titles during enrichment.
Practical scenarios to drive outreach and data quality.
Common questions about setup, data quality, and workflow.
The agent uses Apollo Organization Search and People Search to locate senior decision-makers based on company size and industry. It enriches results with LinkedIn profiles, emails, and phone numbers, and uses heuristics to filter out non-decision-makers. Duplicates are de-duplicated during logging, and flagged records are routed for review. You can adjust target roles and rules in the workflow settings.
Yes. You can define target roles and seniority levels in Apollo and adjust enrichment and categorization rules in the workflow. The system supports department inference from job titles to improve segmentation. You can also apply domain filters to reduce irrelevant results. Changes take effect on subsequent discovery runs.
Records with uncertain data are sent to Slack for human verification. Verified contacts are moved to the Contacts (Verified) tab, and an audit trail is maintained. Verification results feed into weekly Slack reports for visibility. You can designate verifiers and set SLAs for review.
Requests are queued and retried with back-off to respect rate limits. Priority accounts are processed first, and a throttle notification is posted to Slack if limits affect throughput. The workflow resumes automatically once limits reset, ensuring eventual completion without data loss. You can adjust rate limits in API configurations.
Data is stored in Google Sheets with access controls and transmitted over secure channels during API calls. Edits and verifications are logged with timestamps for auditability. You can configure retention and access policies to meet compliance needs. Regular reviews of permissions are recommended.
Yes. A test mode can simulate the end-to-end flow using a sandbox sheet and dummy accounts. You can verify discovery, enrichment, and verification without touching live data. After successful testing, migrate to the live sheet and notify the team via Slack. The test mode prevents unintended data changes.
Prepare a Google Sheet template with the required tabs and columns, obtain API keys for Apollo and the LLM service, and configure a Slack channel for prompts and reports. Import the workflow into your n8n instance and reference your sheet and channel. Ensure proper permissions and run a controlled test before going live.
Automate discovery, enrichment, and verification of decision-makers to deliver ready-to-contact leads.
