Automate the Work Your Team Repeats by Hand
We connect research, enrichment, verification, CRM updates and recurring data tasks into practical workflows built around how your team works.
At a glance
- The problem
- Your team repeats the same data work every week by hand.
- The outcome
- The repetitive part runs on a workflow. The judgement stays with people.
Where the work actually gets slow
Your team repeats the same data work every week by hand.
Most prospecting teams lose their week to the same handful of steps: pulling accounts, filling gaps, checking emails, pasting between tools, updating the CRM, rebuilding the same weekly list.
We automate that layer — and only that layer. Where a decision needs judgement or the data is uncertain, the workflow routes it to a person instead of guessing confidently.
What this covers
- Automated prospect research
- Enrichment workflows
- Verification workflows
- AI-assisted research
- Lead qualification
- Scheduled data refresh
- CRM updates
- Data routing
- Clay workflows
- n8n workflows
- API workflows
- Custom data automation
The repetitive part runs on a workflow. The judgement stays with people.
What makes this work
Built on your actual process
We map what your team does today before automating anything, so the workflow matches how you work rather than forcing a tool’s shape onto you.
Automate the work, not the judgement
Uncertain records are routed for review rather than pushed through. Automation should remove repetition, not manufacture confidence.
Tested, QA’d, monitored
Every workflow is scoped, tested on a sample, QA-reviewed, then monitored after deployment — a silent error at scale is worse than a manual process.
- 1Target criteria
- 2Account research
- 3Contact discovery
- 4Enrichment
- 5Verification
- 6Classification
- 7QA
- 8CRM / delivery
- 9Scheduled refresh
Workflow Automation — common questions
Commonly Clay, n8n and direct API workflows, chosen to fit your existing stack. The goal is a workflow your team can live with, not a new tool to learn.
It is routed to a person. Automated steps handle the repetitive work; classification of uncertain records stays under human review.
Setup and ongoing management are priced separately, so you can take it in-house after handover or keep it managed with monitoring and adjustments.
The rest of the lifecycle
Ready to improve this workflow?
Tell us what you need and we’ll help shape the next step.