AI agent to create a list of leads

Relay.app screenshot of: AI agent to create a list of leads
Relay.app screenshot of: AI agent to create a list of leads

This AI agent will quickly create a list of 50 leads based on a short phrase. You can use it to find customers, employers, or partners.

It uses OpenAI's o1 model to generate an initial list, then processes the list and finds up to date information from LinkedIn, and finally sends the results out in an email.

Steps in this workflow

1
Form response submitted
2
Find a list of leads
3
Process the list of leads
4
Iterator
5
Search Google to find LinkedIn URL
6
Extract LinkedIn URL
7
Get LinkedIn company profile data from URL
8
Extract company information
9
Draft lead list
10
Send email with lead list

How it works

Relay.app screenshot of: Trigger
1
Form response submitted
Trigger Form response submitted
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
Relay.app screenshot of: Step 2: Find a list of leads
2
Find a list of leads
Action Prompt o1
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Please find a list of 50 companies that meet this criteria: [data] Include the following information: - company name - company URL
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 3: Process the list of leads
3
Process the list of leads
Action Extract with GPT-4o-mini
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Iterator
4
Iterator
Action Iterator
Iterators let you perform a single action or multiple actions for each item in a list.
Documentation
Relay.app screenshot of: Step 5: Search Google to find LinkedIn URL
5
Search Google to find LinkedIn URL
Action Search Google
Documentation
descriptionActions 101
Relay.app screenshot of: Step 6: Extract LinkedIn URL
6
Extract LinkedIn URL
Action Extract with GPT-4o-mini
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 7: Get LinkedIn company profile data from URL
7
Get LinkedIn company profile data from URL
Action Get LinkedIn company profile data from URL
Documentation
descriptionFind steps
Relay.app screenshot of: Step 8: Extract company information
8
Extract company information
Action Prompt GPT-4o-mini
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
From the attached company LinkedIn profile, please extract: - company name - website url - linkedin url - one sentence company summary - num employees - location
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 9: Draft lead list
9
Draft lead list
Action Prompt GPT-4o
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Given the attached list of leads, please create a nicely formatted report in the following format 1. Company name (website URL, LinkedIn URL) - num employees - location Company summary Please use plain text and not markdown or html. Do not include any **.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 10: Send email with lead list
10
Send email with lead list
Action Send email
Documentation
descriptionActions 101