- AI-Agent
- Ready to Run
Build Prospect Lists
Find roster businesses and add sourced contacts to a prospect list
Use this Agent instantly or customize it - no programming needed
- Ready roster requestReady roster request
Your request supplies the roster link and the target market rules for this list.
- Existing prospectsExisting prospects
Your existing prospects help identify companies already on the list.
- Roster entriesRoster entries
Your exhibitor or member roster supplies business names and links to their entries.
- Company websitesCompany websites
Company websites provide published contact details and the pages that support them.
- List settingsList settings
Your settings set the page limit and the minimum public contact detail for a row.
Your shared prospect table holds roster requests and existing prospects, then saves sourced rows and completion counts.
Zoom opens roster entries and company sites to find published business contacts.
- Roster request resultRoster request result
Your request shows missing details or final counts and a link to its prospect rows.
- Prospect rowsProspect rows
Your list shows qualified companies, public contacts, fit reasons, and source links.
- Review rowsReview rows
Your review rows show uncertain matches or missing contacts, with links for follow-up.
- Roster request resultRoster request result
Your request shows missing details or final counts and a link to its prospect rows.
This Agent starts when you mark a roster request Ready. It screens businesses against your rules, then checks official sites for public contacts. You get a sourced list with uncertain cases flagged for review.
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AirtableUsed as:
- Shared prospect table
Airtable holds roster requests and existing prospects, then saves sourced rows and completion counts.
monday.comUsed as:
- Shared prospect table
monday.com holds roster requests and existing prospects, then saves sourced rows and completion counts.
ZoomUsed as:
- Web research tool
Zoom opens roster entries and company sites to find published business contacts.
KintoneUsed as:
- Shared prospect table
Kintone holds roster requests and existing prospects, then saves sourced rows and completion counts.
Made for your industry
Build Prospect Lists is made for businesses in these industries.
- Software
Find companies at industry events that fit software sales targets.
Show all Agents for the Software industry - Wholesale Distribution
Find potential wholesale buyers in show and association rosters.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Find trade show exhibitors that fit the team's sales market.
Show all Agents for the Manufacturing industry - Event Management
Find potential exhibitors in public show rosters for sales review.
Show all Agents for the Event Management industry
Made for your role
Build Prospect Lists is made for people in these roles.
- Sales Development Representative
Build reviewable outreach lists from exhibitor rosters.
Show all Agents for the Sales Development Representative role - Business Development Manager
Surface member businesses that fit new sales targets.
Show all Agents for the Business Development Manager role - Lead Generation Specialist
Find qualified companies and public contacts in industry rosters.
Show all Agents for the Lead Generation Specialist role - Sales Researcher
Turn roster entries into sourced, deduplicated prospect rows.
Show all Agents for the Sales Researcher role
Made for your department
Build Prospect Lists is made for people in these departments.
- Marketing
Prepare sourced company lists for event lead generation.
Show all Agents for the Marketing department - Sales
Build sourced prospect lists from exhibitor and member rosters.
Show all Agents for the Sales department - Business Development
Find roster businesses worth approaching for new opportunities.
Show all Agents for the Business Development department
How Build Prospect Lists works
6 steps, in order, on every run.
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Read the roster requestRead the roster URL and your target rules when you mark the request Ready. Flag missing details before adding prospects.
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Find businesses on the rosterOpen roster entries within your page limit and collect business names and source links. Record pages that cannot be opened.
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Screen businesses for fitCompare each business with your target rules and note why it fits. Set uncertain matches aside for review.
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Check company websitesConfirm official sites and collect published business emails or phone numbers. Save the page supporting each contact.
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Build the prospect listRemove duplicate companies and add sourced rows to the shared table. Flag unclear identities or missing contacts for review.
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Report the resultRecord completion counts on the request. Link the prospect rows so you can review them.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Zoom.
4 tools
- Create a roster request table with a roster URL, roster type, target industries, target locations, company size or other fit rules, exclusions, and a Ready status.
- Create a prospect table with request link, business name, fit reason, roster entry URL, official website, public email, public phone, contact source URL, and review status.
- Choose a maximum number of roster pages to inspect per request and whether a public general inbox, phone number, or either is enough for an outreach row.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Build Prospect Lists:
You set target industries, locations, size rules, and exclusions on the roster request. The Agent uses those rules to screen each business.
You choose whether a public general inbox, phone number, or either qualifies. Your list links to the page where the business published the detail.
You can review those cases in the shared table. The Agent leaves missing details blank and records the reason and available source links.
You choose the maximum number of roster pages for a request. The Agent records any pages it could not process on the request.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
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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