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Add Qualified Prospects
Add qualified spreadsheet leads to the outreach register
Use this Agent instantly or customize it - no programming needed
- New prospect rowNew prospect row
Your new row supplies the prospect's name, company, role, work email, website domain, and source location.
- Qualification rulesQualification rules
Your team chooses target companies and roles, plus the rule for matching email and company domains.
- Existing outreach contactsExisting outreach contacts
Your outreach register lists contacts to compare by email or by name and company.
Your Agent reads new leads, checks existing contacts, and writes decisions in spreadsheets.
- Intake decisionIntake decision
Your intake row shows Added, Already listed, or Rejected, with a reason when skipped.
- Intake decisionIntake decision
Your intake row shows Added, Already listed, or Rejected, with a reason when skipped.
- Intake decisionIntake decision
Your intake row shows Added, Already listed, or Rejected, with a reason when skipped.
- Intake decisionIntake decision
Your intake row shows Added, Already listed, or Rejected, with a reason when skipped.
- Intake decisionIntake decision
Your intake row shows Added, Already listed, or Rejected, with a reason when skipped.
- Outreach contactOutreach contact
Your register gains a qualified contact with a link to the source row.
- Intake decisionIntake decision
Your intake row shows Added, Already listed, or Rejected, with a reason when skipped.
This Agent checks a new spreadsheet lead against your company and role criteria. It compares the work email with the listed company domain and checks for duplicates. It adds qualified prospects and records the decision beside the original lead.
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Google SheetsUsed as:
- Spreadsheet
Your Agent reads new leads, checks existing contacts, and writes decisions in Google Sheets.
AirtableUsed as:
- Spreadsheet
Your Agent reads new leads, checks existing contacts, and writes decisions in Airtable.
monday.comUsed as:
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Your Agent reads new leads, checks existing contacts, and writes decisions in monday.com.
Microsoft ExcelUsed as:
- Spreadsheet
Your Agent reads new leads, checks existing contacts, and writes decisions in Microsoft Excel.
Microsoft Office 365Used as:
- Spreadsheet
Your Agent reads new leads, checks existing contacts, and writes decisions in Microsoft Office 365.
SmartsheetUsed as:
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Your Agent reads new leads, checks existing contacts, and writes decisions in Smartsheet.
PodioUsed as:
- Spreadsheet
Your Agent reads new leads, checks existing contacts, and writes decisions in Podio.
KintoneUsed as:
- Spreadsheet
Your Agent reads new leads, checks existing contacts, and writes decisions in Kintone.
Made for your industry
Add Qualified Prospects is made for businesses in these industries.
- Advertising and Marketing
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Check retailer buyer contacts before adding them to the sales register.
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Check security buyer contacts before adding them to the outreach list.
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Made for your role
Add Qualified Prospects is made for people in these roles.
- Sales Development Representative
Add qualified prospects to the outreach register before first contact.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Check new leads and add qualified contacts to the outreach register.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Find qualified contacts in the register for prospect outreach.
Show all Agents for the Sales Representative role - Business Development Manager
Add qualified company contacts to the new business outreach list.
Show all Agents for the Business Development Manager role - Lead Generation Specialist
Screen new leads against target company and role criteria.
Show all Agents for the Lead Generation Specialist role - Sales Coordinator
Keep the outreach register current as new spreadsheet leads arrive.
Show all Agents for the Sales Coordinator role - Sales Researcher
Flag prospect email mismatches and duplicate contacts for review.
Show all Agents for the Sales Researcher role - Sales Operations Manager
Show which new prospects were added or rejected, with reasons.
Show all Agents for the Sales Operations Manager role - Outreach Coordinator
Keep duplicate and rejected prospects out of the outreach register.
Show all Agents for the Outreach Coordinator role
Made for your department
Add Qualified Prospects is made for people in these departments.
- Sales
Add qualified prospects to the team's outreach register.
Show all Agents for the Sales department - Sales Operations
Apply prospect criteria and log each intake decision for the sales team.
Show all Agents for the Sales Operations department - Business Development
Screen potential client contacts before new business outreach.
Show all Agents for the Business Development department - Outreach
Keep the contact register clear of duplicates and rejected leads.
Show all Agents for the Outreach department
How Add Qualified Prospects works
5 steps, in order, on every run.
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Read the new lead rowRead the prospect's current details from the new spreadsheet row. Use the row number to record the outcome in the right place.
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Check fit and work emailCompare the company and role with your criteria. Reject missing details or an email with poor format or a mismatched domain.
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Check for existing contactsSearch the register for the same work email or the same name and company. Leave existing or unclear matches out.
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Add qualified prospectsAdd a passing prospect to the outreach register with a source row link. Skip anyone already listed or flagged for review.
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Record the decisionUpdate the original row with Added, Already listed, or Rejected. Give the reason whenever a prospect is not added.
How to Get Started
Connect the tools you already use, such as Google Sheets, Airtable or monday.com.
8 tools
- Choose the prospect intake tab and the outreach register tab in the same spreadsheet.
- Provide the target company criteria, accepted job roles, and the rule that a work email must use the company domain listed on the prospect row.
- Use intake columns for name, company, job role, company website domain, work email, decision, and reason; use register columns for those contact details and the source row link.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Add Qualified Prospects:
You set the target company and accepted role criteria before the first run. The Agent uses your rules for new lead rows.
No. The Agent checks email format and compares its domain with the company domain you enter. It does not test the mailbox.
A clear match stays out of the register as Already listed. For an unclear match, the Agent marks the row Rejected for review so your coordinator can resolve it.
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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