AI-Agents for Sales Operations Specialists in Research

Summarize videos, verify leads, write briefs. Every one is ready to run, and you can adjust it in plain language.

Refresh Sales Lead Sheet

Flag stale prospect rows without removing their history.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Upload Qualified Leads

Clean emailed lead sheets and upload only qualified new prospects.

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

Works with9 tools
Build Outreach List

Keep the outreach list clear of repeat job postings.

Your shared outreach list fills with fresh, relevant job leads and employer details, with possible contacts marked for review.

Works with8 tools
Build Prospect Lists

Keep prospect sheets consistent and mark missing profile details.

Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.

Works with8 tools
Build Prospect Lists

Clean weekly business leads and show any shortfall against the target.

Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.

Works with9 tools
Build Territory Prospect List

Check territory prospect lists for missing details and duplicates.

Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.

Works with9 tools
Compile CRM Lead List

Resolve repeat leads before sending the manager a CSV.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Build Campaign Lead Lists

Deduplicate campaign leads and note ownership questions.

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools
Build B2B Lead List

Deduplicate prospect lists and flag uncertain contact details.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Fill Company Account Gaps

Fill blank CRM company fields and route conflicts to reps.

Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.

Works with19 tools
Enrich LinkedIn Prospects

Update prospect records and flag conflicting LinkedIn links.

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools
Fill Missing Work Emails

Keep unconfirmed email addresses out of sales contacts.

Your prospect contacts get confirmed work emails when the match is clear, with uncertain addresses flagged for your review.

Works with4 tools
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