Lead processing · Production
Dauri automates company data enrichment and contact routing with Needle AI agent
The problem
Dauri's data enrichment process required manual data entry and lacked a systematic way to find, verify, and route contact information for target companies.
Workflow diagram · grounded in source
1
Pull data from Google Sheets
trigger
“automatically pulling company data from Google Sheets, transforming it into structured objects that flow through the rest of the pipeline”
2
AI agent enriches contacts
ai_action
“a Needle AI agent that acts as a data completion specialist. For each company, the agent:
- Searches for company websites using web search tools
- Browses company pages to find contact information and team pages
- Visits LinkedIn profile…”
3
Filter and route by contact role
routing
“Route companies with CEO contacts to one channel
- Process companies with Energy Managers separately
- Focus on companies with Sustainability Managers
- Handle Finance Manager contacts differently”
4
Structured output for downstream use
output
“The workflow returns structured data with all original company fields preserved, plus enriched contact information. Each output includes:
- Company information (ID, ISIN, Type, Country, Location)
- Found contacts with names and emails
- …”
Reported outcome
The automated workflow eliminates manual data entry, ensures data consistency, and delivers clean, categorized contact data ready for integration with CRM systems and email tools.
Reported metrics
Manual data entryeliminates manual data entry
Data consistencyensures consistency
Downstream data qualityclean, categorized data
Reported stack
NeedleGoogle SheetsLinkedInweb searchweb browsing
Frequently asked questions
What did this team achieve with this AI workflow?
The automated workflow eliminates manual data entry, ensures data consistency, and delivers clean, categorized contact data ready for integration with CRM systems and email tools.
What tools did this team use?
Needle, Google Sheets, LinkedIn, web search, web browsing.
What results were reported?
Manual data entry: eliminates manual data entry; Data consistency: ensures consistency; Downstream data quality: clean, categorized data (source-reported, not independently verified).
How is this lead processing AI workflow structured?
Pull data from Google Sheets → AI agent enriches contacts → Filter and route by contact role → Structured output for downstream use.