Lead Enrichment & Orchestration AI Agent
This Agent demonstrates a Lead Enrichment & Orchestration AI Agent built using Automation Anywhere
Top Benefits
- Faster lead conversion, zero manual data entry.
- Higher-quality pipelines and improved deal closure rates.
- Sales focuses on the right leads at the right time, increasing productivity.
- More personalized outreach → higher response rates → shorter sales cycles.
- Enterprise-grade reliability with audit-ready automation.
Tasks
- Lead Enrichment & Orchestration AI Agent
- Lead Payload Generator For Salesforce
- Research Assistant Tool (Google Web Search)
- Salesforce Lead Creation Tool
- Ai Skill
The Lead Enrichment & Orchestration AI Agent is an enterprise-grade automation solution designed to transform unstructured inbound communications into high-quality, sales-ready intelligence. Acting as a Senior Lead Enrichment Specialist, the agent autonomously analyzes raw emails, validates information using verified public sources, and orchestrates the creation of a Salesforce-compliant lead profile enriched with actionable business insights.
The agent begins by parsing unstructured email content to identify key signals such as contact name, organization, role, intent, and business context. It then performs controlled online research using verified public sources including LinkedIn, official company websites, and trusted business directories to enrich missing or incomplete data. This enrichment process ensures accuracy while strictly adhering to privacy and compliance guidelines.
Once enrichment is complete, the agent validates all data points, flags inconsistencies between email content and research findings, and structures the final output into a strict JSON schema compatible with Salesforce REST APIs. This guarantees seamless CRM ingestion without data mapping errors or API failures.
Beyond data completion, the agent applies intelligence-driven lead scoring to classify each lead as High, Medium, or Low quality based on role relevance, industry fit, urgency signals, and company maturity. It also generates a tailored sales engagement plan, providing clear recommendations on how sales teams should approach the prospect—such as referencing recent funding, technology initiatives, or organizational changes.
By eliminating manual research, reducing data errors, and prioritizing high-value opportunities, the Lead Enrichment & Orchestration AI Agent significantly accelerates sales operations, improves pipeline quality, and enables sales teams to engage prospects with precision and confidence. Built on Automation Anywhere’s AI-driven automation platform
Free
- Applications
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- Business Process
- Customer Service & SupportFinance & AccountingSales
- Category
- Banking and Financial ServicesProductivitySecurity
- Vendor
- Pathfinder Community
- Automation Type
- AI Agent
- Last Updated
- January 21, 2026
- First Published
- January 21, 2026
- Platform
- Automation 360
- ReadMe
- ReadMe
- Support
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- Pathfinder Community
- Mon, Tue, Wed, Thu, Fri 9:00-17:00 UTC+0
- botstore@automationanywhere.com
- Agentic App Store FAQs
- Bot Security Program
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Level 1
Setup Process
Install
Download the AI Agent and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
That's it - now the AI Agent is ready to get going!
Requirements and Inputs
- Salesforce Sales Cloud
- LLM / GenAI model
- Tavily For Google Search
- ServiceNow API Access
- Raw Lead