Generate company and contact prospecting lists

Add the lead generator workflow template

To get started, click on the search bar in the top right corner of the Lindy home page.

Search for “lead generator” and select the “Lead Generator” template.

Once added, you’ll be brought to the “Flow Editor,” which we’ll review, modify, and update to meet our needs. The “Flow Editor” houses the underlying set of triggers, actions, and integrations that power the automated workflow.

Set up the company search workflow

This workflow template enables us to generate company and contact leads via a chat request, and the initial “Condition” step helps route each request.

Click on the condition step to view and edit the routing logic. We’re not going to change the logic here, but you can modify the available conditions (or add additional ones) for your workflow.

Next, we’ll modify the “Search for Companies” step. This action pings People Data Labs to gather information on your company search request.

By default, the search query is set to “Auto,” which means Lindy will automatically transform your request into a matching People Data Labs SQL query. However, we’re going to update this field to “Prompt AI” mode and write a prompt to make it more explicit about what we want Lindy to return from our requests.

Sample Prompt:

You're a lead generator. The user will send you the characteristics of the companies they're trying to find.

The bare minimum fields you should return are Name, Size, Website, Location, Industry, Summary, Founded, and LinkedIn URL.

The user might ask for other fields too. If the fields do not exist or you can't find anything for a given individual, write N/A.

If the user asks for a particular city, uselocation_name.

In addition, you can set the number of companies you want returned for each request. The default is set for 5 companies. We recommend keeping this low so you can get a small preview of results on your initial requests. You can then always ask for more in a follow-up message.

After this step is set, we can link our Google account to the “Create lead list” step in order to enable a Google Sheet of leads to be created for each request. To do this, authenticate your Google account on the step editor and set the “Title” prompt to how you want the sheet labeled.

Set up the contact search workflow

Now that our company search workflow is set up, we can hop over to the contact search part of the workflow and get that set up too.

To do this, click on the “Search for leads” step. It should come pre-loaded with an AI prompt search query, but feel free to modify it and the “Limit” to suit your needs. This step is pinging People Data Labs for contact information, similar to the company search step.

Add web browsing to the AI agent step

Finally, there’s an AI agent step at the end of the workflow that handles all follow-up questions, which is useful when you want to append more data to a specific lead or ask for more leads from a previous request. The only thing we’re going to update here is to add an additional “Skill” to the AI agent, enabling it to search the web in addition to querying People Data Labs.

To do this, click on the “Handle follow-ups” step and click the “+” sign on the action editor.

Search for “browser” and select the “Search the Internet” action.

The “Web browser” action should now be added to your AI agent step.

You can add additional context to your Lindy by clicking the “Settings” tab and updating the context field. This serves as general instructions that Lindy should keep in mind throughout every step of the workflow. We’re going to leave the context to the template default.

Test your lead generator

Now, we can test our Lindy. Click the “Tasks” tab at the top to enter the task view.

Enter a query for either a company or a contact at the bottom of the page.

We’re going to look for AI companies based on size, industry, and country. Feel free to edit the query to fit your needs. You’ll get the best results if you explicitly reference certain fields available in the People Data Labs’ available company fields.

Sample Prompt:

Find me AI companies located in the United States with more than 10 employees.

Lindy will search People Data Labs and generate a list of companies in both a Google Sheet and shared within the chat window.

You can click on the Google Sheets link to view all of the company data gathered.

If you then want to find employees at a specific company that was found, you can click the “New Task” button in the top left of the window to start a new thread.

You can request to find specific employees based on various parameters, including company name.

Sample Prompt:

Find me 5 employees at the company [insert company name].

And that’s it! You now have a Lindy that can generate company and contact leads from simple requests and generate Google Sheets with lead lists for you.

In the next lesson, we’ll jump into creating content for value-add touches in your outreach.

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This tutorial was created by Garrett.