LA
Lead Automation
🌙
idle
Automation
Filter Leads
Merge CSVs
AI Enrichment
execution log
Clear
◎
No executions yet
Upload a CSV and hit Run
Run complete
⬇ Updated CSV
⬇ Skipped Leads
⬇ Download Both
Filter Profiles
Select a profile to start filtering, or create a new one
← Profiles
—
Upload CSVs
📁
Click to select a folder of CSVs
Lead Requirements
Require first or last name
Require phone number
Check Instantly (skip leads already in campaigns)
Additional Keywords
(comma separated, +keyword = required)
Any
All
Leads missing the checked fields will be skipped
Run Controls
▶ Start Filter
■ Stop
🗑 Clear Database
Progress
0
Checked
0
Added
0
Skipped
No CSVs loaded
Download Results
No leads in database yet
Merge duplicate columns
Check All
Uncheck All
Email
First Name
Last Name
Full Name
Company
Website
Phone
Job Title
Industry
LinkedIn
City
State
Country
Twitter
Facebook
Company Size
⬇ Download CSV
filter log
Log
Results
Clear
◈
No filter run yet
Upload CSVs and hit Start Filter
—
Name
Email
Company
Job Title
Industry
Location
Match
← Prev
—
Next →
Upload & Settings
⊕
Click to select CSV files to merge
Match Threshold
70%
Balanced — similar structures merge
🔍 Analyze Files
Merge Groups
⬇ Download Selected
enrichment log
Clear
🧠
No enrichments yet
Upload a CSV and configure enrichment settings
Run complete
⬇ Enriched CSV
⬇ Skipped Leads
New Filter Profile
Profile Name
Include Keywords
Match Any
Match All
Exclude Keywords
Match Any
Match All
Cancel
Create Profile
Edit Profile
Profile Name
Include Keywords
Match Any
Match All
Exclude Keywords
Match Any
Match All
Cancel
Save Changes
Map CSV Columns
Configure how each column maps to Instantly
+ Add Field
Cancel
Apply Mapping
Edit Campaign
Campaign Name
Instantly Campaign ID
Daily Budget ($)
Enrichment Settings
Generate company summary
Scrape company phone
Search for addresses
Generate industry
Generate casual CN
Campaign stores enrichment + custom AI field state. Click campaign row to load. Use "Snapshot Current" to overwrite from active settings.
⟳ Snapshot Current
Cancel
Save
Edit Prompt
Prompt
⟳ Reset to Default
Cancel
Save
New Custom AI Field
Display Name
Instantly Variable Name
AI Prompt
Variables:
{{firstName}}
{{lastName}}
{{companyName}}
{{companySummary}}
{{industry}}
{{casualCN}}
{{website}}
Model
gpt-4.1-nano (cheapest)
gpt-4.1-mini
gpt-4.1
Cancel
Save