AI-Agents for Research in Consulting working with Gmail

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

Export Lead Lists

Sort prospective clients into an outreach-ready consulting list.

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

Works with12 tools
Build Research Summary Table

Summarize supplied sources for client reports and flag gaps.

Your research findings arrive in a source-linked table, with missing facts and unreadable pages clearly marked.

Works with11 tools
Compile CRM Lead List

Prepare client prospect lists from current sales records.

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
Find Local Sales Leads

Find local business prospects and email them about consulting services.

Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.

Works with6 tools
Build Campaign Lead Lists

Prepare shared lists of prospects for new client outreach.

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

Works with7 tools
Email Morning Prospect Queue

Surface new client prospects with a recent reason to seek advice.

Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.

Works with16 tools
Build B2B Lead List

Find companies and leaders that fit a consulting client brief.

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

Find client prospects at companies matching a consulting brief.

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

Find current contacts at target companies for client prospecting.

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
Find Sales Leads

Find businesses in chosen sectors for consulting client reviews.

Get a shortlist of sales leads for your target segment, with source links, signs of current activity, and published contact routes.

Works with7 tools
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