Workflow templates

Enrich a lead list by verifying each contact before writing it back to your shee

Sai opens each lead's LinkedIn profile to confirm current title and employer, researches the company through public sources for size, industry, HQ, and funding stage, and finds one dated buying signal. New columns are written back into the same Google Sheet. Fields that could not be verified are marked rather than filled with a guess.

95
% success · 
215
 runs
Google Sheets
Google Sheets
LinkedIn
LinkedIn
The template
Copy prompt
Take this list of leads — [paste names/companies or a Google Sheet link] — and enrich each one: verified title, company size, industry, HQ location, funding stage, LinkedIn URL, company website, public email, and one recent buying signal (hiring, funding, launch, post). Flag anything you couldn't verify instead of guessing. Write it back into the same Google Sheet with the new columns and send me the link.

See it run

The recording is a real session. The sheet on the right is what it produced.

Enrich a lead list by verifying each contact before writing it back to your shee
mp4

The run

Sai opens each profile, pulls the signal, and writes the row, live, in a real browser.

Enrich a lead list by verifying each contact before writing it back to your shee

The result

Eight columns, sorted by score, with a source link behind every claim.

Details

What you need

A Google Sheet with lead names and companies, or a pasted list. Edit access to the sheet.

What you get back

New columns in the same sheet: verified title, company, company size, industry, HQ location, funding stage, LinkedIn URL, company website, public email, and a dated buying signal. Unverifiable fields marked "not found" or "conflicting sources". Plus a count of how many leads were fully verified and which fields failed most often.

How long it takes

About a minute per lead. The recorded run enriched 31 leads in 64 steps and 33 minutes 17 seconds, which included opening all 31 LinkedIn profiles individually. A database lookup returns the same number of rows in seconds; the time here is spent on the per-profile check.

Make it recurring

Run it monthly over an existing list to catch title and employer changes, or on each new batch of leads before outreach.

What database providers do

ZoomInfo, Apollo, Cognism, Lusha and HubSpot's Breeze Intelligence hold large contact databases and return matching records through an API or a spreadsheet add-on. Clay layers multiple providers into a waterfall, falling through to the next source when one returns nothing.

For a list of several thousand rows, this is the only workable method. An API returns records in seconds, coverage runs to hundreds of millions of contacts, and the results land directly in CRM fields.

Nothing below argues against using them. This task performs a different operation and is slower by two orders of magnitude.

What a record does not tell you

An enrichment API returns a row with every field populated. The row does not carry the date each field was last confirmed.

B2B contact data decays continuously — people change jobs, companies are acquired, titles are restructured. Industry estimates commonly put annual decay at roughly a quarter of a database. The decay is not visible in the response: a title verified last week and a title captured eighteen months ago come back looking the same.

The practical failure is specific. Enrichment returns a complete row, the row looks correct, and the title in it is the one the person held two roles ago. An opening line written from that title is wrong in a way the recipient notices immediately.

Waterfall enrichment addresses coverage — finding a record when the first source has none. It does not address age. Coverage and freshness are separate properties.

Approach Handles thousands of rows Verifies title at run time Marks unverified vs conflicting Signal you can quote Speed
ZoomInfo / Apollo / Cognism Yes Hundreds of millions of records No Returns a stored record Partly Blank or confidence score Partly Intent scores, not events Seconds
Clay (waterfall enrichment) Yes Multi-source fallback No Improves coverage, not age Partly Shows which source answered Partly Depends on source Minutes for thousands
Sheets add-on / API formula Partly Credit-limited No No Blank cell either way No Seconds
Researching each lead manually No Yes You read the profile Yes You see the disagreement Yes 5–10 min per lead
Sai — Lead List Enrichment No Tens, not thousands Yes Opens each profile Yes Two separate labels Yes Dated event with figures ~1 min per lead 33m for 31 leads

Verifying rather than looking up

This task reads the source rather than a copy of it.

From the recorded run:

"I opened each of the 31 LinkedIn profiles to verify current title and employer from the profile itself (not the stale sheet headline), then researched each company via public web/directory sources (Crunchbase, PitchBook, ZoomInfo, press) for firmographics and a dated signal."

Two things in that method are deliberate.

The existing sheet data is treated as unverified. The headline already sitting in the row is not carried forward. It is checked against the profile, which the person maintains themselves and which is the closest available source for a current title.

ZoomInfo appears among the sources consulted. The public pages of the database providers are read as part of company research. The task sits on top of these sources rather than in place of them.

Buying signals with figures in them

Intent data from a platform is typically a score or a category — high intent, hiring surge, technology installed. These indicate a company is worth contacting. They cannot be quoted in a message.

This task records a specific event. From the run:

"Bicycle Capital (Stephania Greco) — $518.5M AUM, Miami; led Plata's $405M Series C"

"Bastion (Chelsea Orcutt) — 300–350 staff; Bastion USA / BUNTIN merger"

A named fund size, a named round, a named merger. Each is a fact that can appear in a first line without a second round of research.

Signals older than six months are labelled with their age, since a funding round from last year reads differently from one from last month.

Recurring runs

Run monthly over an existing list to catch title and employer changes, or on each new batch before outreach begins.

On a repeat run over the same sheet, rows whose verified title has changed since the last pass are the ones worth reading — a job change is both a data correction and a timing signal.

For sourcing the list in the first place, finding stealth startup founders covers that step. For extracting structured fields from profiles you already have URLs for, LinkedIn profile data extraction is the narrower task. For the write-back mechanics on their own, automating Google Sheets updates covers that.

Verify the list before you write to it

Free your hands from the computer.

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