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Automate Lead Research and Outreach with an AI Agent

lead research ai agent

Finding and reaching out to the right leads can make or break your sales strategy. But doing it manually, searching for company details, identifying contacts, and sending emails, can easily eat up hours every single day.

That’s where automation comes in. With Botsify, you can build a Lead Researcher AI Agent that does all this for you, it researches companies, collects their information, and sends personalized outreach emails automatically. No code, no complex tools, just one intelligent workflow that saves you time and effort.

If you’ve explored other automation setups like the Business Idea Generator AI Agent or the Email Validation AI Agent, you’ll find this one fits perfectly into your growing automation toolkit.

Let’s walk through how you can build this AI agent and automate your lead generation and outreach process end-to-end.

Why Lead Research and Outreach Need Automation

In B2B sales, lead research is the foundation of every conversion. Yet, sales teams spend up to 21% of their workweek just researching prospects.

That’s a massive productivity drain. Imagine what you could achieve if that time went toward closing deals instead.

The Lead Researcher AI Agent built in Botsify’s agentic AI platform changes this equation. It lets you:

No juggling between tools like Hunter.io, Apollo, and Gmail. No switching tabs. Just one agent managing everything for you, from research to first contact.

How the Lead Researcher AI Agent Works

The agent connects two powerful tools:

Once you provide the company’s website and a recipient email, the AI:

  1. Fetches verified company data.
  2. Summarizes it into a clean report (including logo, description, and niche).
  3. Crafts and sends a personalized email on your behalf.

It’s like having a LinkedIn Post Writer Agent for your outreach, but instead of social posts, it creates real conversations that start in your inbox.

Step-by-Step Guide to Building the Lead Researcher AI Agent

Let’s set up your own Lead Researcher AI agent inside Botsify.

Step 1: Create Your Agent

Head to your Botsify dashboard, click Create Agent, and give it a name, for example, Lead Researcher AI Agent.
Click Create, and your agent will appear in the dashboard ready to configure.

Step 2: Write the Prompt

Define the AI’s job clearly. Here’s an example you can use:

You are a Lead Researcher AI Agent. Your job is to find company details using Google Search, including company name, logo, description, key products, and unique features. After that, send an outreach email to the recipient using Gmail. If any information is missing, ask the user to provide it. Always write professional, personalized emails based on the data collected.

Click Send Prompt to save the behavior.

Step 3: Connect the Gmail MCP

This integration lets your AI send emails automatically.

Once connected, your AI can send verified emails directly through your Gmail account.

Step 4: Connect the Google Search MCP

Now it’s time to let your agent research companies automatically.

Your agent can now search the web for company data in real time.

Step 5: Define What Data to Collect

In your prompt or flow, specify what information the agent should gather. For example:

Botsify’s agentic AI platform allows flexible rule creation, so your workflow remains dynamic and adaptive, perfect for lead research, cold emailing, or even CRM enrichment.

Step 6: Test the Agent

Click Deploy Agent, then Test Agent.

Try entering a company’s website, for instance, https://botsify.com/.
Within seconds, the AI fetches its details, summarizes the profile, and sends a perfectly formatted cold email.

You’ll receive the message in your inbox, complete with personalized context and business insights.

Why This Agent Is a Game-Changer

Traditional tools like Hunter or Apollo rely heavily on preloaded databases. They can’t personalize emails based on the latest available company data.

Botsify’s AI-powered Lead Researcher goes further, it fetches fresh data from Google, adapts the message, and sends outreach emails automatically.

And because everything runs inside one agentic AI platform, you can replicate or modify this setup for other tasks like:

If you’ve already built an Email Validation AI Agent or a LinkedIn Post Writer Agent, this one fits perfectly into your growing automation stack.

Who Can Use This

This AI agent is ideal for:

It’s practical, scalable, and easy to clone for any workflow.

Conclusion

You just learned how to automate lead research and email outreach using an AI agent on Botsify, no coding, no third-party chaos.

From discovering a company to sending the first email, everything happens automatically. That’s what makes agentic AI powerful, it doesn’t just automate tasks, it executes intelligent workflows.

So, go ahead and build your Lead Researcher AI Agent today on Botsify, and let AI handle the heavy lifting while you focus on closing more deals.

 

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