<aside> <img src="/icons/info-alternate_yellow.svg" alt="/icons/info-alternate_yellow.svg" width="40px" /> The problem:
Finding the decision-maker in a company is like searching for a needle in a haystack. It can take up to 10 minutes to find, log, and research who's in charge. This challenge occurs when:
Before: sample process looking up a decision maker.
Even advanced tools like Apollo and Clay, while helpful, do not offer a perfect solution.
They can be expensive and sometimes inefficient, leading to wasted time and resources.
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<aside> <img src="/icons/info-alternate_yellow.svg" alt="/icons/info-alternate_yellow.svg" width="40px" /> Who built this? Ivan Escobar, Automation Consultant from Overdrive, was previously Head of Community at Bardeen. He’s an expert on automation tools for VCs and Sales, making him the perfect candidate to build this automation system.
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This automation system is designed to streamline the process of identifying and researching company decision-makers, making it faster and more efficient.
<aside> <img src="/icons/bullseye_yellow.svg" alt="/icons/bullseye_yellow.svg" width="40px" /> Objective: Automate the identification and detailed profiling of key decision-makers in target companies, thereby saving significant time and effort while increasing the accuracy and depth of the collected information.
After: how the automated process looks like when running it from Rolefinder [Option 1].
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*This is an overview of the tool’s experience after setting it up. To start the setup go here*🔻.
Start by inputting the company name and roles to find (e.g., CEO, Founder) into the RoleFinder tool. You can also input the name of the person into it.
Automation Steps:
Data Extraction from Google Search: The tool uses Google Search to find top results for the specified role within the target company.
LLM Analysis: A Large Language Model (LLM) processes the search results to identify the most relevant and accurate contact.
LinkedIn Scraping: The tool scrapes LinkedIn to gather detailed information about the identified contact, including their professional background, skills, and location.
How the automation looks like inside the builder.
Result 🪄
Demonstration: finding LinkedIn information from one role in a company.
Demonstration: finding LinkedIn information from one role in a company.
<aside> <img src="/icons/electric-plug_yellow.svg" alt="/icons/electric-plug_yellow.svg" width="40px" /> This tool can be most usefull when integrated via API or Zapier to your existing systems.
After: how the automated process looks like when integrated into an Airtable.
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<aside> <img src="/icons/robot_yellow.svg" alt="/icons/robot_yellow.svg" width="40px" /> Find Person, Their LinkedIn Data, and Their Email with Apollo.
Demonstration: finding LinkedIn and Apollo data for multiple contacts.
Demonstration: finding LinkedIn and Apollo data for multiple contacts.
Process overview:
After: What does the automated process for Option 2 look like when running the Rolefinder directly?
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<aside> <img src="/icons/robot_yellow.svg" alt="/icons/robot_yellow.svg" width="40px" /> Scenario 3: Find More Than One Person. The main difference on these automations is that they output a list of items; while the first 2 scenarios only output one result.
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Find the templates for these scenarios below 🔻
Main tool:
**Relevance.ai:** low-code ai automation platform that runs the automation.
Also used:
<aside> <img src="/icons/electric-plug_yellow.svg" alt="/icons/electric-plug_yellow.svg" width="40px" /> This tool can also integrate with other tools like:
Full tutorial & demo of this system
Full tutorial & demo of this system
Short Demo Walkthough of The Automation
Short Demo Walkthough of The Automation
Demonstration: finding LinkedIn information from one role in a company.
Demonstration: finding LinkedIn information from one role in a company.
Automated Role Search:
Quickly and accurately find decision-makers in target companies using a combination of Google Search, LLM analysis, and LinkedIn scraping.
Data Enrichment:
Enhance contact information with detailed LinkedIn data, including professional background, skills, and location.
Uses Apollo to find and verify email addresses for comprehensive contact profiles.
Seamless Integration:
Easily integrate with existing systems like Airtable and Slack via Zapier.
Efficiency and Cost Savings:
Save significant time compared to manual searches.
Reduce costs by eliminating the need for expensive credits from other tools like Clay and Apollo.
Customizability:
Tailor the automation to fit your specific needs, whether for single contacts or multiple roles.
Relevance.ai: Free trial available, premium plans starting at $20/month for 10.000 credits**.**
On average, you’ll spend 30-45 credits per run, saving up to 20 minutes per contact search.
Zapier: Free tier available, premium plans from $29/month.
By implementing this automation, VCs and sales teams can achieve significant time and cost savings, allowing their teams to focus on more strategic tasks and decision-making.