Filter Automate

This workflow is ideal for:

• Marketing Teams: Looking to enrich leads and improve targeting strategies.
• Sales Teams: Aiming to identify high-value leads from new sign-ups.
• Customer Support: Wanting to gather detailed user information for better service.
• Data Analysts: Interested in automating data enrichment processes and insights generation.
• Community Managers: Managing user engagement and outreach in platforms like Discourse.

This workflow addresses the challenge of identifying and enriching high-value leads from new users on a Discourse community. It automates the process of filtering out common personal emails, enriching user data with Clearbit, and notifying relevant teams via Slack when a high-value lead is detected. This reduces manual effort and ensures timely outreach to potential customers.

1. Trigger: The workflow starts when a new user signs up on the Discourse platform via a webhook.
2. Email Filtering: It filters out common personal emails (like Gmail, Yahoo, Hotmail, Proton) to focus on professional leads.
3. Data Enrichment: If the email passes the filter, it attempts to enrich the user's data using Clearbit. If no data is found, it continues to the next step.
4. Company Information Retrieval: If enrichment is successful, the workflow retrieves company information based on the user's employment domain.
5. Lead Qualification: It checks if the lead meets the criteria for high value (e.g., company size and global rank).
6. Notification: If the lead qualifies, a message is posted in a specified Slack channel, providing details about the new high-value lead, including a link to their LinkedIn profile and an option to send an email.