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VP of GTM Robert Moseley builds live chained steps in our Workflow builder. 37 mins.

 

Topic: Lead Enrichment

The key benefit is taking limited data and using AI to enrich it by extracting more information from public sources. This helps build more complete profiles and power personalized, scalable processes.

  • The first workflow takes an email address and extracts the likely name and company in separate steps.

  • The second workflow takes that name and company data to search for the person's LinkedIn URL.

  • The third workflow scrapes the LinkedIn profile to output various data points like job title, career history, skills, interests etc.

Another workflow was built to research a company by extracting competitors, news, industry terms etc.

These workflows can be published, integrated via APIs into business systems, run in bulk against databases, and used to map output data back into databases like Salesforce.</p>

These are reusable workflows for business processes that can be integrated to automate tasks.

Timeline

  • 1 min: Step 1

  • 5.5 min: Publish Extract Name & Company

  • 8 min: LinkedIn Extractor Build

  • 17 min: Company Research

  • 21 min: Edits in workflow steps

  • 24.20 min: Customizing “Search” in workflow builder

  • 28 min: LinkedIn Profile Summary; multi-step build with edits.

  • 35 min: Platform workflows capabilities overview.

 

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