Prospecting

Prospect List Builder | Scheduled Sales Task

Picks 3 new target accounts from buying signals, chooses up to 5 contacts at each, and writes them to a tracker spreadsheet. It does not write emails; Task 02 does that.

Agentic
Advanced
Prospect data tool (connector or in Chrome), CRM connector, email connector, a tracker spreadsheet in a folder Claude can reach (in the Claude desktop app, connect the folder to the task).

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.