- AI-Agent
- Ready to Run
Refresh Sales Lead Sheet
Compare saved lead lists and email the sales owner a weekly update
Use this Agent instantly or customize it - no programming needed
- Saved lead listsSaved lead lists
Your chosen lists show each person's profile, current role, company, and list membership.
- Master lead sheetMaster lead sheet
Your master sheet holds existing leads, their last sightings, and any review flags.
- Refresh settingsRefresh settings
Your chosen lists, sales owner's address, and two-check stale rule guide each refresh.
- Weekly run timeWeekly run time
Your Monday schedule starts the refresh and dates its updates and change report.
Your prospecting app shows the saved leads and current profiles you want to track.
Your spreadsheet app holds the master lead sheet and emails its refreshed copy.
- Refresh failureRefresh failure
Your sales owner has a specific failure to investigate when saving or emailing fails.
- Refreshed lead sheetRefreshed lead sheet
Your updated sheet adds leads and marks repeats, changed details, and stale rows for review.
- Refresh failureRefresh failure
Your sales owner has a specific failure to investigate when saving or emailing fails.
- Weekly change reportWeekly change report
Your sales owner receives the refreshed sheet with change counts and any incomplete list checks.
This Agent starts on your chosen Monday schedule and reads your saved lead lists. It updates your master sheet and flags repeats or stale rows. The sales owner receives the refreshed sheet and a short change report.
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Google SheetsUsed as:
- Spreadsheet app
Google Sheets holds the master lead sheet and emails its refreshed copy.
AirtableUsed as:
- Prospecting app
Airtable shows the saved leads and current profiles you want to track.
monday.comUsed as:
- Spreadsheet app
monday.com holds the master lead sheet and emails its refreshed copy.
- Prospecting app
monday.com shows the saved leads and current profiles you want to track.
ZoomUsed as:
- Spreadsheet app
Zoom holds the master lead sheet and emails its refreshed copy.
Microsoft ExcelUsed as:
- Spreadsheet app
Microsoft Excel holds the master lead sheet and emails its refreshed copy.
Microsoft Office 365Used as:
- Spreadsheet app
Microsoft Office 365 holds the master lead sheet and emails its refreshed copy.
SmartsheetUsed as:
- Spreadsheet app
Smartsheet holds the master lead sheet and emails its refreshed copy.
PodioUsed as:
- Spreadsheet app
Podio holds the master lead sheet and emails its refreshed copy.
- Prospecting app
Podio shows the saved leads and current profiles you want to track.
KintoneUsed as:
- Spreadsheet app
Kintone holds the master lead sheet and emails its refreshed copy.
- Prospecting app
Kintone shows the saved leads and current profiles you want to track.
Made for your industry
Refresh Sales Lead Sheet is made for businesses in these industries.
- Advertising and Marketing
Refresh agency prospect lists as client decision-makers change.
Show all Agents for the Advertising and Marketing industry - Software
Keep software sales prospect sheets current as buyers change roles.
Show all Agents for the Software industry - IT Services
Update prospects' roles before service sales follow-up.
Show all Agents for the IT Services industry - Consulting
Keep potential client contacts current for consulting outreach.
Show all Agents for the Consulting industry - Staffing and Recruiting
Keep employer contacts current for new client outreach.
Show all Agents for the Staffing and Recruiting industry - Wholesale Distribution
Update buyer contacts across saved prospect lists each week.
Show all Agents for the Wholesale Distribution industry - Management Consulting
Track role changes among leaders targeted for advisory work.
Show all Agents for the Management Consulting industry
Made for your role
Refresh Sales Lead Sheet is made for people in these roles.
- Sales Development Representative
Keep outreach prospects current as their roles or companies change.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Flag stale prospect rows without removing their history.
Show all Agents for the Sales Operations Specialist role - Sales Manager
Receive the updated lead sheet and a summary of changes.
Show all Agents for the Sales Manager role - Business Development Manager
Keep potential client contacts current for outreach.
Show all Agents for the Business Development Manager role - Lead Generation Specialist
Add new saved prospects and flag repeat entries for review.
Show all Agents for the Lead Generation Specialist role - Sales Coordinator
Refresh the lead sheet and send the sales owner a weekly update.
Show all Agents for the Sales Coordinator role - Sales Researcher
Reconcile saved prospect lists with one current lead sheet.
Show all Agents for the Sales Researcher role
Made for your department
Refresh Sales Lead Sheet is made for people in these departments.
- Sales
Keep the team's outreach list current with new prospects.
Show all Agents for the Sales department - Sales Operations
Reconcile saved lead lists and flag stale or repeat rows.
Show all Agents for the Sales Operations department
How Refresh Sales Lead Sheet works
5 steps, in order, on every run.
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Check Saved Lead ListsRead every visible profile in the saved lists you choose. Note any list that cannot be fully checked.
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Read the Master SheetRead existing prospect rows and their last-seen dates. Keep prior roles and companies ready for comparison.
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Reconcile Prospect RowsMatch people by profile link and group repeat appearances. Flag changed details and rows absent from two complete checks.
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Refresh the Lead SheetAdd new people and refresh source lists and last-seen dates. Flag repeats and stale rows without deleting prior entries.
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Email the Change ReportEmail the sales owner the refreshed sheet as an attachment. Summarize changes and incomplete list checks.
How to Get Started
Connect the tools you already use, such as Google Sheets, Airtable or monday.com.
9 tools
- Choose the saved professional lead lists to check and give the Agent read access to them.
- Choose the master lead sheet and give the Agent permission to edit and email it; include columns for profile link, name, role, company, source list, last seen, and review status.
- Set Monday's run time and time zone, the sales owner's email address, and the rule that a person absent from every chosen list on two complete weekly checks is flagged stale for review.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Refresh Sales Lead Sheet:
It reads the saved lists you choose directly and emails the refreshed master sheet. You do not need a source-list export.
The Agent matches profiles by link and keeps one row per person. The sales owner reviews entries with missing links or uncertain matches.
The Agent flags rows missing from two complete weekly checks. The sales owner reviews changed roles or companies alongside the prior details.
No. The Agent leaves prior rows unchanged for any list it cannot fully check and names that list in the email.
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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