- AI-Agent
- Ready to Run
Build Contact Shortlists
Find current contacts at target accounts through public profiles
Use this Agent instantly or customize it - no programming needed
- Target accountTarget account
Your ready account names the company, target roles, and any fit criteria.
- Existing contactsExisting contacts
Your linked contacts show which people and profile links your team already has.
- Company search resultsCompany search results
Your company search results show public company pages and facts for checking fit.
- Public profilesPublic profiles
Your public profile results show candidate names, current roles, employers, and source links.
monday.com supplies ready accounts and receives sourced shortlists with research status.
Your public profile scraper finds company pages and current public profiles with source links.
- Account research statusAccount research status
Your account shows the research date, contact counts, unfilled roles, and any review needs.
- Contact shortlistContact shortlist
Your linked contacts include public profile links, current roles, fit notes, and review flags.
- Account research statusAccount research status
Your account shows the research date, contact counts, unfilled roles, and any review needs.
This Agent starts when you mark an account ready for research. It checks public profiles against your target roles and company criteria. It adds a sourced shortlist and flags uncertain matches for your review.
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monday.comUsed as:
- Account list
monday.com supplies ready accounts and receives sourced shortlists with research status.
ApolloUsed as:
- Public profile scraper
Apollo finds company pages and current public profiles with source links.
ApifyUsed as:
- Public profile scraper
Apify finds company pages and current public profiles with source links.
Made for your industry
Build Contact Shortlists is made for businesses in these industries.
- Software
Find current contacts at target companies for software sales.
Show all Agents for the Software industry - IT Services
Find current technology contacts at prospective client companies.
Show all Agents for the IT Services industry - Consulting
Build sourced contact lists for prospective consulting clients.
Show all Agents for the Consulting industry - Staffing and Recruiting
Find current hiring contacts at prospective client companies.
Show all Agents for the Staffing and Recruiting industry - Wholesale Distribution
Find current buying contacts at target retail accounts.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Find current contacts at businesses targeted for product sales.
Show all Agents for the Manufacturing industry - Management Consulting
Find current leaders at prospective clients and note gaps in the search.
Show all Agents for the Management Consulting industry - Cybersecurity
Find current security contacts at target accounts and flag uncertain matches.
Show all Agents for the Cybersecurity industry
Made for your role
Build Contact Shortlists is made for people in these roles.
- Account Executive
Build sourced shortlists before choosing whom to approach.
Show all Agents for the Account Executive role - Sales Development Representative
Find current contacts for each target account before outreach.
Show all Agents for the Sales Development Representative role - Sales Representative
Turn target accounts into sourced contact lists for outreach.
Show all Agents for the Sales Representative role - Sales Manager
See sourced contacts and research gaps across target accounts.
Show all Agents for the Sales Manager role - Business Development Manager
Find contacts in target roles at prospective client companies.
Show all Agents for the Business Development Manager role - Lead Generation Specialist
Find prospects in target roles and remove repeat profiles.
Show all Agents for the Lead Generation Specialist role - Sales Researcher
Check current roles and company fit before adding prospects.
Show all Agents for the Sales Researcher role
Made for your department
Build Contact Shortlists is made for people in these departments.
- Business Development
Find current contacts at prospective clients and flag unclear matches.
Show all Agents for the Business Development department
How Build Contact Shortlists works
5 steps, in order, on every run.
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Read the account requestRead the company domain, target roles, and fit criteria you enter. Compare them with contacts already linked to the account.
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Find public profilesLook up the company by domain and search profiles for your target roles. Capture the company page and candidate profile links.
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Check roles and company fitCompare current titles and employers with your requested roles and company. Check company facts against your criteria. Flag unclear evidence.
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Remove repeat contactsCompare profile links and names with the existing shortlist. Skip repeat profiles and flag possible duplicate people for your review.
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Save the sourced shortlistAdd distinct contacts with source links, checked dates, and any public contact details. Update the account with counts and unfilled roles.
How to Get Started
Connect the tools you already use, such as monday.com, Apollo or Apify.
3 tools
- Choose the account-list view that only contains rows marked Ready for research with a company name, website domain, and at least one target role.
- Provide the role synonyms and any company fit criteria the rep wants checked, such as industry, location, or company size, in the account row.
- Choose the maximum people per role and create linked shortlist fields for name, current title, company, location, available public contact details, profile URL, company page URL, fit notes, source date, and review flag.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Build Contact Shortlists:
You choose target roles and synonyms on the account row. Add any location or company size criteria. You also set the maximum people per role.
Your account shows Needs review if the company cannot be confirmed. Unclear roles stay flagged on the shortlist, with the missing evidence named for your rep.
Your shortlist includes contact details only when public profile results provide them. You still decide whether those details are usable.
The Agent checks contacts already linked to your account. It skips repeat profile links and flags possible duplicate people for your review.
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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