People Finder Agent

People Finder Agent

You've just finished curating a list of companies — now it's time to identify the right person within each account. That's exactly what the People Finder AI Agent is designed to do.

If you have a company website and optionally a preferred location for your prospects, you can use the People Finder Agent to identify the right contacts based on job titles.

PS: If you don't have Websites and only have the company names, please use the Official Website Finder.

For best results, always prepare both primary and fallback job titles — you'll need them to guide the agent effectively.

How to access the people finder Agent:

1. To access the toolbox, you first need an open project—start by uploading a CSV that includes your list of companies and their websites
2. Or if you only have 1 or 2 companies, you can upload them manually via the List Builder
3. Once Uploaded; click on Add Column and search for People Finder, and click on it
4. The following interface will open up and you will need to add several inputs

Required Inputs:

• Analysis Instructions: Use this field to tell the agent what titles to search for. For example: 'Find the CEO of @companyname using @website. If not available, find the CTO, COO, CFO, CMO, or CRO.' The '@' symbols help the system reference the correct company names and websites—this added layer ensures the agent follows your instructions precisely.
• Primary Job Titles: You must list all the titles mentioned in your Analysis Instructions
• Preferred Location: Optional - include this if you have a preferred location
• Number of Profiles: Add the number of profiles you need
• Email Addresses: Choose whether you'd like the agent to find email addresses

Next Steps:

1. Click Create Column
2. The output is a long list of relevant people
3. Click on the red dot, this will open several options
4. To move from the company-level view to a detailed table with company names and identified prospects, click on 'Transpose'
5. The final result will be a structured table containing all prospect information, including emails — which you can then validate using the Email Validation Tool

See video of how to do this and also use the People Finder Agent.