Research a list of prospects
For an Excel list of hundreds of companies, each one's business, locations, and size are collected from its website into its row, with a priority for sales.
The problem today
After trade shows and meetings, staff research each company's website one at a time and compile the results in a spreadsheet. Everyone researches differently, so results vary.
The workflow in Kitewell
- Open the Excel list of company names and URLs and run each rowAutomatic
- Collect business, locations, and headcount from each websiteWeb
- AI judges whether each company fits your target customerAI judgment
- Sales reviews low-confidence and high-priority companiesHuman task
- Write the results into each row of the list, and export a CSV for your sales systemAutomatic
What AI does
Judges industry, size, and fit with your target customer from the collected information, and keeps the text each judgment is based on.
Where people decide
Sales reviews companies with low confidence or high priority and decides the order of approach.
What a PoC checks
- Whether your target customer can be defined in terms AI can judge
- Whether the evidence behind each judgment convinces your sales team
- Whether the output imports into your sales system
Discuss a PoC for this work
We check whether this workflow runs on your own work and screens.
Related use cases
Enter an Excel list into a web system
For each row of an Excel list of orders, AI enters it into a web system and writes the receipt number back into the row. Only failed rows are redone.
Check property listings across portals
Your Excel property register is compared with each listing portal, and any difference in rent or availability goes into the row and to the person responsible.
Read Excel purchase orders from email and enter them
AI reads Excel purchase orders in each customer's own layout, checks them against the product master, and enters them. A person checks orders that do not match.