Tasks
AI Lead Generation: Agents, Add-ons, Prompts
Checked 2026-10-31
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For lead generation, use AI to find companies that fit a clear profile, read their public pages, score fit and prepare a clean list, then let a person decide who gets contacted. Pair a search add-on (Exa, Brave or Tavily) with a reader (Firecrawl or Apify) and a CRM connector. The model cost is small; search credits, data rules and review time decide the real cost. Checked 31 October 2026.
The job in one table
Step | What AI does well | What stays with a person |
|---|---|---|
Define the profile | Turns your examples into criteria | Choosing who you want as customers |
Find companies | Searches by criteria and reads results | Rejecting poor matches |
Research | Summarises a site: what they sell, size signals, tech used | Judging real intent |
Score fit | Applies your rubric consistently | The rubric itself |
Enrich | Fills fields from sources you name | Deciding what personal data to keep |
Draft outreach | First-touch text from supplied facts | Sending, and the legal check |
Keep the list clean | Flags duplicates and stale rows | Deleting people who opt out |
What the job is
Lead generation is the work of finding people and companies who might buy, before a salesperson speaks to them. It has three hard parts. Finding candidates takes searching. Knowing whether a candidate fits takes reading. Keeping the list honest, with no duplicates, no stale rows and no one who asked to be left alone, takes discipline.
AI is strong on the reading. An agent can open fifty company sites in the time you open three, and write two lines on what each one does. It is weak on judgement and dangerous on scale: a bad rubric run across ten thousand rows produces ten thousand bad leads, and an outreach tool that sends without review can harm your brand and break the law.
Which agent fits
Your setup | Pick | Why | Page |
|---|---|---|---|
A developer or technical founder | A script that calls a search tool and a model, built with a coding agent | Control of sources and the rubric | |
Wants no code | A workflow builder | Visual steps from search to sheet | |
Needs a browser agent for sites that need clicking | An agent with a browser add-on | Handles logins and dynamic pages | |
Wants an off-the-shelf prospecting product | A vendor tool | Less to build | Check each vendor's pricing page for features and prices |
Needs control of personal data | A local model for the reading step | Pages and notes stay on your machine |
The pattern is the same as in our sales build guide: the agent prepares and a person decides. Start with the research and scoring parts. Leave sending to people.
Add-ons that help
Need | Add-on | What it gives | Cost on our add-on page |
|---|---|---|---|
Find companies by meaning | Exa MCP | Web search and page fetch | Free tier, then $19, $99, $399 or $749 a month |
Web search with an independent index | Brave Search MCP | Web, news and place search | $5 per 1,000 searches, $5 free credit monthly |
Search plus extract and crawl | Tavily MCP | Search, extract, map, crawl | Free 1,000 credits a month; pay as you go $0.008 per credit; Project $30 for 4,000 |
Read and crawl sites | Firecrawl MCP | Scrape, crawl, map | Free 1,000 credits; Hobby $19 for 5,000 |
Ready-made scrapers | Apify MCP | Thousands of scrapers called Actors | MCP free; Actors billed to your Apify account |
Read a known page for free | Fetch MCP | Plain page text | Free, no rendering |
Store leads | Airtable MCP or Notion MCP | Tables the agent can read and write | See each page |
Push into your CRM | HubSpot MCP, Salesforce MCP | Create or update records | See each page |
Glue | Zapier MCP | Many apps; 2 tasks per successful call | Your plan's task allowance |
Pages: Exa, Brave Search, Tavily, Firecrawl, Apify, Fetch, Airtable, HubSpot, Zapier. Compare search servers in best browser MCP servers and browse the whole list at MCP servers.
Prompts and kit items
Use the prompt library for prospecting prompts by task. In the kit, the plan-before-coding prompt helps you scope the script before an agent writes it, and the CLAUDE.md starter is where your sourcing rules live: which sites are allowed, which fields to store, what to never collect.
A scoring rubric works best as a table the model must fill in:
Criterion | Scale | Evidence required |
|---|---|---|
Industry fit | 0 to 3 | A line from their site |
Size band | 0 to 3 | A stated number or a named signal |
Uses a tool you integrate with | 0 or 2 | A page that names it |
Recent change (hiring, launch) | 0 or 2 | A dated source |
Disqualifiers | Yes or no | Reason in a sentence |
"Evidence required" is the key column. Without it the model fills in scores by feel.
A safe workflow, step by step
- Write the profile and the rubric by hand, with five good and five bad examples.
- Choose sources you are allowed to read, and write down their terms.
- Search: run the add-on query, capped at a number of results.
- Read: fetch each page and extract the facts into fixed fields.
- Score against the rubric, with a quote for each point.
- Review: a person scans the top and the bottom of the list, plus a random sample from the middle.
- Enrich only the survivors, with only the fields you need.
- Hand off to a rep or into the CRM as a draft list.
- Log every source and date, so you can show where each row came from.
What it costs
Model. On Anthropic's published prices, Sonnet 5.5 is $2 per million input tokens and $10 per million output; Haiku 5.5 is $0.10 and $0.50.
Worked example (the token counts are our assumptions). Reading one company page of 6,000 input tokens and writing a 300-token summary and score:
Model | Cost per company | 1,000 companies |
|---|---|---|
Haiku 5.5 | about $0.0007 | about $0.74 |
Sonnet 5.5 | about $0.015 | about $15 |
Search and scraping. This is usually the larger line. At the add-on prices above, 1,000 companies that each need one search call and one page read use about 2,000 credits or requests. On Brave at $5 per 1,000 searches that is $5 for the search half. On Firecrawl's Hobby plan, 5,000 credits cover the page reads for $19 a month. Firecrawl's pricing page says a basic scrape or crawl costs 1 credit per page, and a search costs 2 credits per 10 results.
People. Reviewing a list of 1,000 at 20 seconds a row is about 5.5 hours. That is the number to watch.
See Claude API pricing for model rates.
Risks and how to review them
Risk | What it looks like | Control |
|---|---|---|
Scraping against a site's terms | A source blocks you or complains | Read each source's terms; prefer official APIs and search tools; keep request rates low |
Personal data | Home addresses, private emails, social profiles | Keep to business contacts and public business data; store the minimum |
Privacy law | No lawful basis, no way to delete | Check rules for each market first; keep a deletion path |
Email law | Missing opt-out or postal address | A compliance gate before any send; see the FTC's CAN-SPAM guide |
Bad data | Wrong company, stale page | Require a quote and date per fact; sample-check |
Invented details | The model fills a gap with a guess | "Unknown" is an allowed value; no evidence, no score |
Prompt injection | A page tells the agent to do something | Treat fetched text as data; no write tools during reading |
Runaway cost | A crawl that never ends | Caps on results, credits and time |
The FTC guide for US marketing email lists accurate headers, honest subject lines, an ad disclosure, a valid postal address, an opt-out and honouring opt-outs within 10 business days. Other regions differ and several are stricter about cold outreach and about storing personal data. Check each market's regulator for its rules on B2B outreach and personal data. Your company is responsible for how the data was collected, whichever tool did it.
Measure the results
Metric | What it tells you |
|---|---|
Share of AI-qualified leads a rep accepts | Whether the rubric matches human judgement |
Cost per accepted lead (model plus search plus time) | The real price |
Duplicate and bounce rate | List quality |
Meetings per hundred accepted leads | Whether the list leads to business |
Opt-outs and complaints | Whether you are being responsible |
Compare with a list built the old way for the same period.
Choosing between the search tools
The three search add-ons differ in what they are good at, so match the tool to the question.
Question you are asking | Better fit | Why |
|---|---|---|
"Companies like this one" described in words | Exa | Searches by meaning, not only keywords |
"Who mentions this exact phrase" | Brave Search | A conventional index with exact phrases |
"Find pages, then pull the text and links" in one flow | Tavily | Search, extract, map and crawl in one server |
"Read every page of this one site" | Firecrawl | Crawl and map a domain |
"Get the list from a directory that needs a scraper" | Apify | A ready-made Actor may already exist |
You rarely need all of them. Start with one search tool and one reader, run twenty companies by hand, and add a second tool only when the first misses something you can name.
Example: a week of prospecting (illustrative)
Suppose you sell a scheduling tool to dental clinics. On Monday you write the profile: independent clinics, two to ten dentists, a booking page that is a plain contact form. You write five clinics you would love and five you would not. On Tuesday the agent searches for clinics in one city, reads each site and fills your fixed fields: number of dentists named, booking method, last site update, any online booking tool named. On Wednesday it scores each against your rubric with a quote. On Thursday you read the top twenty and the bottom ten, and you find the agent scored a chain clinic as independent. You add a disqualifier line and rerun. On Friday you hand twenty clinics to a rep. The saving is the reading, not the deciding, and the rubric fix on Thursday is the part that makes next week better.
Data you should and should not keep
Keep | Avoid |
|---|---|
Company name, site, industry, size band | Home addresses and personal phone numbers |
Business role titles from public pages | Social profiles of private individuals |
A source URL and a date for every fact | Facts with no source |
Business email only if collected lawfully and verified | Guessed email patterns sent at scale |
An opt-out flag and its date | Anyone who asked to be removed |
Guessing email addresses from patterns and sending to all of them is a common shortcut and a bad one: bounces damage your sending reputation, and the people reached never agreed to hear from you. Prefer sources that publish a business contact, and let a person decide whether a cold approach is appropriate at all. Where a form, an event or a reply is available, those are better routes than a cold email.
Who should do what
If you are | Start with |
|---|---|
A solo consultant | A search add-on and a chat tool; ten target companies a week |
A small sales team | A sheet, a search server and a scoring prompt; no CRM writes yet |
A team with a CRM admin | A script that creates draft records for review |
An agency | A per-client rubric and a source log you can show the client |
A regulated business | Public-source research only, plus legal sign-off |
Next steps: AI sales covers what happens after the list, AI SEO tools covers inbound leads, and AI tools for business covers choosing across jobs.
Our take
AI is a good research assistant for lead generation and a bad judge of who deserves your customers' inboxes. Keep the rubric human, make every score cite evidence, store as little personal data as you can and keep a person between the list and any email. We built this page from vendor pricing and the FTC guide, with source terms and privacy rules marked for you to check, and we have not run a lead generation campaign with these tools.
Questions
What can AI do in lead generation?
Find companies that match a profile from public sources, read their sites, summarise what they do, score fit against your criteria and prepare a clean list. It can also draft outreach for a person to approve.
Is scraping websites for leads allowed?
It depends on the site's terms, the data collected and local law. Keep to public business information, respect each source's terms and robots rules, and check privacy law before you store personal data.
How much does AI lead research cost?
The model cost is small. Search and scraping services bill separately: Exa lists plans from $19 a month, Firecrawl a free tier of 1,000 credits, Brave Search $5 per 1,000 requests.
Should the agent contact the leads?
Not on its own. Let it build and qualify the list, and have a person approve any outreach, with an opt-out and a postal address as US rules expect.
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