AI-Agents for Sales Representatives in Data Export working with Podio

Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.

Export Lead Lists

Get a ranked prospect spreadsheet from an emailed search link.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Build B2B Lead List

Get ranked contacts at companies the team wants to sell to.

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
Build Sales Lead Lists

Receive a ranked prospect list in the original request thread.

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools
Compile Profile Lead Lists

Turn emailed company and title targets into a checked lead list.

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools
Fill Company Account Gaps

Show missing company facts and flag conflicts for review.

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
Refresh Prospect Roles

Update prospect titles and employers before outreach.

Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.

Works with
Build Territory Lead Lists

Build a sourced lead list for your territory plan.

Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.

Works with
Build Campaign Lead List

Find prospects who fit the campaign and see reasons for their rank.

Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.

Works with
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