Selected example

A source-backed shortlist from French public data

French Prospect Finder

A reviewed path for producing a source-backed shortlist from French public registers and approved professional sources, with ownership and exceptions visible.

One selected example of what we can design around a client’s own people, tools, and constraints.

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The problem

Where the work slips today

Today, producing a source-backed shortlist from French public registers and approved professional sources is spread across tools, messages, and decisions that are hard to follow.

Intended users
For Sales, Marketing.
Intended outcome
A reviewed path for producing a source-backed shortlist from French public registers and approved professional sources, with ownership and exceptions visible.
Why this workflow
Useful when producing a source-backed shortlist from French public registers and approved professional sources needs to stay understandable and approved by the right people.

From need to decision

The proposed flow

This example describes a possible flow to reshape around your tools, people, and constraints.

  1. 01

    Gather approved context and the starting point

  2. 02

    Prepare a proposal for producing a source-backed shortlist from French public registers and approved professional sources

  3. 03

    Show sources, exceptions, and the accountable owner

  4. 04

    Review, correct, and decide with an authorized person

  5. 05

    Document the next step and checkpoint

Human responsibility

Automation prepares; a person decides.

The agent prepares, reconciles, and flags. A person keeps the decision, permissions, corrections, and any write into a system.

Possible integrations

CRM · Automation / data · Social

  • Salesforce
  • French public registers
  • LinkedIn

Visual walkthrough

See how context moves between people

A controlled storyboard, with no autoplay and no claim that this is a delivered product.

French Prospect Finder workflow visual, example 2
1 / 5
Show transcript

Approved context → Proposal → Human review → Decision → Documented next step

Provenance and permission

The shortlist uses public, source-linked organization data and respects diffusion restrictions and rate limits. It does not scrape LinkedIn, guess addresses, or treat a shortlist as permission to contact.

API Recherche d’Entreprises documentation

Does this workflow look familiar?

We can map the smallest credible version around your systems and decision model.

Discuss this workflow