• AI-Agent
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Build Business Contact List

Find matching contacts and flag uncertain roles for review

Use this Agent instantly or customize it - no programming needed

Build a contact list for a Ready buyer profile
Reads
  • Buyer profile
    Buyer profile

    Your Ready request sets the target roles, company criteria, exclusions, and list size.

  • Contact profiles
    Contact profiles

    Your directory shows each candidate's current job, employer, profile link, and refresh date.

  • Review rules
    Review rules

    You choose how old profiles may be and how to handle missing company details.

Sales research workspace
Sales research workspace

Your sales research workspace holds your Ready buyer profile and the sourced list for review.

Business contact database
Business contact database

Your business contact database supplies current jobs, employers, source links, and refresh dates.

Does the buyer profile lack target roles or company criteria?YesNo
Show the missing criteria and mark the request Needs details
Writes
  • Missing details
    Missing details

    Your request page names the missing criteria and shows Needs details so you can finish it.

Search the directory for people at matching companies
Check current jobs and employers, then flag uncertain matches
Are there no candidates after role and company checks?YesNo
Show the filters and no-match result, then mark the request Complete
Writes
  • Search result
    Search result

    Your request page shows Complete and explains any shortfall or no-match result.

Write the sourced shortlist and any shortfall, then mark the request Complete
Writes
  • Business contact list
    Business contact list

    Your request page shows each person's job, employer, fit reason, source link, refresh date, and review flag.

  • Search result
    Search result

    Your request page shows Complete and explains any shortfall or no-match result.

This Agent starts when you mark a buyer profile Ready. It checks current roles and employers against your criteria. It adds a sourced shortlist with review flags to your request page.

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Airtable
Used as:
Show all Agents working with Airtable
Podio
Used as:
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Clay
Used as:
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Kintone
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Made for your industry

Build Business Contact List is made for businesses in these industries.

Made for your role

Build Business Contact List is made for people in these roles.

Made for your department

Build Business Contact List is made for people in these departments.

How Build Business Contact List works

4 steps, in order, on every run.

  1. Read Your Buyer ProfileRead your Ready request for target roles and company criteria. Mark the page Needs details if key criteria are missing.
  2. Search the Contact DatabaseSearch for people in matching roles at qualifying companies. Pull promising profiles with current jobs, employers, and source links.
  3. Check and Rank MatchesCompare current roles and employers with your profile. Remove duplicates and excluded companies, then flag old or incomplete facts for review.
  4. Write the Sourced ShortlistWrite a sourced shortlist with fit reasons and review flags on your request page. Mark it Complete and explain any shortfall or no-match result.

How to Get Started

Connect your tools

Connect the tools you already use, such as Airtable, Podio or Clay.

4 tools
Set your rules
  • The sales lead creates a buyer profile request page with target titles or functions, company industries and sizes, locations if relevant, exclusions, a target count, and a Ready status.
  • The sales lead chooses how old a directory profile may be before its role or employer needs review and how to handle incomplete company details.
  • Connect the buyer profile request pages and the business contact database, and give the Agent access to read requests and write shortlist results.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Build Business Contact List:

Can I choose which companies and roles to search?

Yes. You choose target roles and company criteria. You can also add exclusions and a target count.

How do I know which contacts need a closer look?

You set a profile age limit and choose how to handle missing company details. The list flags uncertain matches for your review before outreach.

What happens when the search finds too few people?

Your request page shows the shortfall and the filters used. If no one qualifies, you get a no-match result without invented contacts.

What goes into the business contact list?

You see each person's name, current job, employer, and source profile. Fit reasons, refresh dates, and review flags help you review the list.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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