workflow · Leads & CRM

Enrich a lead with AI

Add missing data.

3 min to completeleads, enrichmentUpdated 2026-05-26 · v2
Launch this workflow
Opens /leads in your workspace

Why use this

You enrich a thin lead with AI so you have signals to act on before reaching out.

Benefits:

  • Adds company, role, and signals
  • Three-minute turnaround
  • Falls back to skip-trace when public data is sparse

Who this is for: Owner, Member. Time to complete: ~3 minutes. You''ll need: A lead with a name and a sliver of context.

Outcome

The lead gets enriched fields (company, role, signals).

Steps

  1. Open /leads/[id].
  2. Click Enrich.
  3. Wait for the mission to finish.
  4. Review added data.

What can go wrong

  • Public data sparse: skip-trace instead.

Related

  • help-leads-detail, workflow-owner-skip-trace-lead.