Automate User Inbound Enrichment

Overview

Our User Inbound Enrichment template transforms manual research into an instant, automated process using our new automations feature and API.

How It Works

1. Signup Triggers Research

   • When a user signs up, their email triggers our AI research agents to gather comprehensive information.

   • Agents automatically collect and verify key details such as:

     • Company size

     • Industry focus

     • Business description

   This enriched data provides immediate context about every new user.

2. Scoring and Prioritization

   • The template applies scoring based on customizable criteria such as:

     • Company size

     • User role

   This scoring system helps teams identify and prioritize high-value opportunities quickly.

3. Personalized Communication

   • For each signup, our AI generates a personalized welcome message using the enriched context.

   • This ensures relevant and engaging initial communication.

4. Instant Notifications

   • All this information is instantly delivered to your team through Slack notifications.

   • What used to take hours of manual research now happens automatically in minutes.

Benefits

This customizable and scalable workflow is designed to help teams:

• Automate inbound user research

• Prioritize high-value opportunities

• Ensure consistent user qualification

• Enable immediate team response

• Scale personalized communications

Built with our latest AI capabilities, this template transforms time-consuming manual processes into an efficient, automated workflow. Teams can focus on what matters most—engaging with valuable users.

Getting Started

1. Set Up the API

   • First, create an API key.

   • Follow the documentation for adding rows here

2. Create an Automation

   • Use Ottogrid’s web app to create your automation.

   • Detailed documentation for this feature is available here

3. Connect Slack

   • Once Slack is connected and the API is set up, this workflow will run seamlessly without additional effort.