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AI Automation & Agents

Lead discovery and qualification for construction

An automated workflow that finds churches, schools and non-profits near a construction firm, spots the ones running fundraising or capital campaigns, and posts qualified leads to Microsoft Teams.

  • Sector Construction, Business development
  • Client Construction company
Leads found, qualified and shared without manual searching
Automated
Fundraising and capital campaigns flag organisations likely to build
Signal-based
Formatted lead cards posted to the team channel
In Teams
The starting point

The challenge

The business development team looked for organisations likely to commission building work, such as schools and churches raising money for new facilities. Finding and qualifying them meant searching directories, websites and campaign news by hand, every day.

The solution

What we built

  • Configured the target criteria: sectors such as churches, schools and non-profits, within a set radius of the firm.

  • Collected candidates with Apify and the Google Places API, with a workaround for the Places API radius limit.

  • Used Perplexity to detect active fundraising, capital campaigns and other signals for each organisation.

  • Applied qualification rules that score each lead, filter out poor fits and judge whether it is ready for outreach.

  • Posts formatted lead cards to a Microsoft Teams channel, so the team sees new opportunities without searching.

Architecture

How the system works

Lead generator workflow: target criteria, Apify search layer, lead candidate list, Perplexity campaign detection, lead qualification rules and Microsoft Teams automation
Scope

What was delivered

01

Target criteria configuration

02

Apify and Google Places search layer

03

Campaign detection with Perplexity

04

Lead scoring and qualification rules

05

Microsoft Teams lead cards

Technology

Stack

ApifyGoogle Places APIPerplexityMicrosoft Teams API

Need something similar?

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