We are seeking a fluent English-speaking Software, Ai and Automation expert who can spend the day with our team, walking us through the process of building an AI Research Agent.
This AI-powered system will automate the scraping, enrichment, and engagement of business data, as well as integrate with tools like Make, Sales Navigator, Linked Helper, and ActiveCampaign. (+ other publicly available databases)
This will be a live, screen-sharing session where we can ask questions, learn, and understand how to automate these processes using Make. This session will be completed on Zoom and recorded for internal training purposes.
Desired Outcome:
The ultimate goal of this day session is to create an AI Research Agent capable of generating 1,000 leads per week with mobile numbers, and other data sources that fit our Ideal Customer Profile (ICP).
This will be a fully automated system that scrapes data, enriches it, and inputs them into our CRM and linked helper ActiveCampaign, ready for further sales outreach.
Objective: The goal of this session is to have a knowledgeable professional english speaking guide, to walk us through the process of creating and automating our Research Agent system, with a focus on integrating various tools using Make.com.
We want to be able to execute the project ourselves moving forward, with the expert’s help in understanding each step and answering our questions. There is the potential for further work and collaboration on an ongoing basis.
Key Steps to be Covered: Setting Up Make as the Automation Platform: Overview of how Make will be used to automate the workflow. How we can use Ai API's with open, ai and Perplexity + Others to fastrack the process. How to create and connect the necessary modules and systems, focusing on integrations. Scraping Business Data: Discussion on how to do this without using paid export tools. Enriching Data Using Multiple Publicly Available Sources: .Setting up the integration with Make to pull additional data such as contact info and company details.
Integrating Linked Helper with Make: Walkthrough of how to integrate Linked Helper using Make to send the enriched data.
Session Structure: Duration: 1 full day (8am-4pm UK time) on Tuesday 8th April.
Format: Screen-sharing walkthrough, followed by Q&A and clarifications.
Interactive Learning: As the session progresses, we’ll ask questions, review workflows, and get expert feedback. Our team is extremely tech savvy and able to follow technical prompts.
Skills Required: Expertise in Make (formerly Integromat) for automation setup and integrations. Deep experience with data scraping and enrichment tools. Expertise in building ai agents Fantastic written and oral English communication skills for clear explanations and effective teaching.
Project Requirements: You must be available for a full day of hands-on training on Tuesday, 8th April.
You will need to share your screen and walk us through the entire process.
Provide tips and best practices for integrating these platforms efficiently using Make.
We’d like to have this done on Zoom and recorded for future internal use.
Deliverables: An AI Research Agent tool/automation capable of generating 1,000 leads per week with mobile numbers that fit our Ideal Customer Profile (ICP). This will be a fully automated system that scrapes data, enriches it, engages leads, and inputs them into ActiveCampaign, ready for further sales outreach.
Practical advice, tips, and best practices for automating the Research Agent process using Make.
Documentation or resources for continuing the project independently.
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