Build List

Build List

Build a targeted list of contacts or companies from ZoomInfo and output as a structured table.

Input

The user will describe what they want via $ARGUMENTS. Examples:

• "CTOs at Series B+ startups in SF with 50-200 employees"
• "VP of Sales at healthcare companies using Salesforce with 500+ employees"
• "All SaaS companies in EMEA with $10M-$50M revenue"
• "Directors of Engineering at companies similar to Datadog"
• "Marketing leaders at Fortune 500 companies in financial services"

The user may also specify:

• How many results they want (default: 25)
• Whether they want contacts, companies, or both
• Specific fields to include in the output

Workflow

1. Determine list type: Is the user asking for contacts, companies, or both? Default to contacts if they mention titles/roles, companies if they mention firmographics only.

2. Parse criteria from natural language into structured filters:

   • Job titles, management levels, departments, job functions → contact filters
   • Industry, employee count, revenue, geography, tech stack, company type → company filters
   • Growth rate, funding, rankings → company filters

3. Resolve all filter values using lookup before searching. This is critical — do NOT guess values. For every filter you plan to use, call lookup with the corresponding field name to get the valid values and use the returned id values in your search parameters.

4. Execute the search:

   • For contacts: Use search_contacts with all resolved filters. Sort by -contactAccuracyScore. Request up to 100 results.
   • For companies: Use search_companies with all resolved filters. Sort by -employeeCount or -revenue. Request up to 100 results.
   • For both: Search companies first, then search contacts at the top results.

5. Enrich top results if the search returns limited detail:

   • Use enrich_contacts (batch of 10) or enrich_companies (batch of 10) on the top results to fill in emails, phones, and other details.

6. Output as a clean table artifact. Create a markdown or CSV artifact the user can copy or export.

Output Format

Search Criteria Applied

Show the user exactly what filters were used so they can verify:

Contact List (if contact search)

Company List (if company search)

List Summary

• Total results found: X (showing top Y)
• Filters applied: [summary]
• Average accuracy score: X (contacts only)
• Data quality: Flag any concerns (low accuracy, stale records)

Refinement Options

If the list is too broad or too narrow, suggest specific filter adjustments:

• "Add revenue filter to narrow from 847 to ~200 results"
• "Remove metro region filter to expand from 12 to ~150 results"
• "Try adjacent industries: Information Technology Services, Internet"

If the user wants to iterate, they can re-run with adjusted criteria. Suggest the exact modified command.