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
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.
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.
Personalized Communication
For each signup, our AI generates a personalized welcome message using the enriched context.
This ensures relevant and engaging initial communication.
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
Set Up the API
First, create an API key.
Follow the documentation for adding rows here
Create an Automation
Use Ottogrid’s web app to create your automation.
Detailed documentation for this feature is available here
Connect Slack
Once Slack is connected and the API is set up, this workflow will run seamlessly without additional effort.