Workflow architecture

Build prospecting tasks that survive review

Agent-native research works best when the brief, evidence standard, and approval boundary are explicit. Lindy AI helps GTM teams structure those decisions inside the agent they already use.

AI prospecting workflow architecture with human review gates

Service overview

Four tasks, each with a visible boundary

ICP framing

Record firmographic, technographic, territory, buyer-role, and exclusion criteria before asking for accounts. This prevents a vague market description from silently becoming an acceptance rule.

Signal research

Collect public buying signals such as hiring, leadership change, launches, and stack transitions with retrieval context. Observations and inferences remain visibly different.

Contact context

Treat role discovery, contact enrichment, and email verification as separate operations. Teams can evaluate provider coverage and freshness without obscuring a waterfall.

Review control

Require a human decision before export or outreach. Reviewers check relevance, uncertainty, suppression lists, consent expectations, and applicable regional rules.

SDR reviewing account evidence before outreach

Case pattern 01

From territory brief to an approved account queue

An SDR manager defines the company segment, geography, trigger, and exclusions. The agent gathers candidate accounts and attaches public evidence. A reviewer removes stale or weak matches before contact discovery begins. The output is not presented as a customer success claim; it is a reproducible operating pattern teams can test with their own controlled sample.

RevOps analyst comparing enrichment provenance

Case pattern 02

Audit enrichment instead of trusting a single coverage claim

A RevOps analyst requests the same fields across a fixed evaluation set. Each provider response is labeled by source, retrieval time, and confidence. Unknown values remain unknown. The team can then compare match quality, cost, and operational fit without inventing universal accuracy, database-size, or deliverability numbers.

Briefcriteria recorded
Researchsources attached
Reviewdecision logged
Actionauthority explicit

Install the workflow in your agent

Copy the exact command, inspect the package, and start with a narrow prospecting test.

npx -y @okki-global/okki-go-taroball