Use case

Click Action AI for Lead Generation: Stop Copy-Pasting Data

Manual lead gen is a loop of search, open, copy, paste. The agent visits public business sites, takes the fields you named, and formats a file you can import.

The workflow it actually takes

The manual loop

Search, open a company site, copy the name, hunt for a phone, paste, repeat. LinkedIn makes this feel endless, and it often blocks bots.

Public sites instead

Point the mission at business websites and directory pages that publish the fields. Do not treat a private network as a scrape target.

A file your CRM can take

Export CSV with the columns you named. Import that file into the CRM. The agent is not your CRM login.

Build a list you are allowed to use

Name the columns

Company, website, public phone, city, and a contact-page URL. Skip personal inboxes that were never published.

Watch the first ten

If the first rows are wrong, stop and rewrite the prompt. Do not let a bad brief run for an hour.

Then the rules

A list is not consent to email people. Use published business contacts, and follow the email rules that apply to you.

Where this beats another afternoon of tabs

The agent’s job

Public company sites, published phones, and a CSV with the same columns every time.

Still your job

LinkedIn walls, guessed emails, and the decision to contact someone. Those stay with you.

Lead generation FAQ

Can Click Action AI replace manual B2B lead gen?

It replaces the copy-and-paste across public websites: visit, read the published details, and write the row. It does not replace a conversation, and it does not reliably scrape LinkedIn. LinkedIn often blocks automated browsers. Use company sites and pages that publish the contact.

Will it find email addresses?

Only if the address is published on the page you asked it to read. Do not ask it to guess personal emails or pull addresses from a private network. Invented emails bounce and can violate the law.

How do I get the list into a CRM?

Export a CSV with stable column names, then use your CRM’s import. If the CRM is a website you are allowed to use, you can pause and enter rows yourself. Do not put your CRM password in the prompt.

What does a good lead-gen prompt look like?

“Find 30 commercial cleaning companies in Atlanta that mention office contracts. Record company, phone, website, and contact URL. Export a CSV.” One niche, one place, a limit, and the columns.

Click Action AIPublic sites into a CSV

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