How Dauri automates B2B research and contact discovery with Needle workflows

Dauri specializes in B2B research and data enrichment, helping organizations identify and connect with key decision-makers at target companies. Their research process involves finding specific roles like Sustainability Managers, Energy Managers, Finance Managers, and CEOs - contacts that are critical for sales outreach and business development.

The challenge? This research is traditionally manual, time-consuming, and doesn't scale. Dauri needed a way to automate this process while maintaining accuracy and completeness.

Before automating with Needle, Dauri's research process was manual and slow:

• Manual data extraction: Researchers had to pull company lists from Google Sheets manually
• Time-consuming research: Finding contact information required visiting multiple websites, LinkedIn profiles, and company pages
• Inconsistent results: Different researchers would find different information, leading to incomplete datasets
• No scalability: Processing hundreds or thousands of companies was impractical

The team needed a solution that could:

• Automatically pull company data from spreadsheets
• Use AI to search the web and browse company websites
• Extract contact information from LinkedIn profiles
• Match people to specific roles (Sustainability Manager, Energy Manager, etc.)
• Handle large volumes of companies efficiently

Building this internally would have required significant engineering resources and ongoing maintenance. That's when they discovered Needle's workflow automation platform.

Dauri built an automated research workflow using Needle that transforms their entire data enrichment process:

A. Automated data pipeline from Google Sheets

The workflow starts by automatically pulling company data from Google Sheets, transforming it into structured objects that flow through the rest of the pipeline. This eliminates manual data entry and ensures consistency.

B. AI-powered research agent

At the heart of the workflow is a Needle AI agent that acts as a data completion specialist. For each company, the agent:

• Searches for company websites using web search tools
• Browses company pages to find contact information and team pages
• Visits LinkedIn profiles to extract contact details
• Tries common email patterns (firstname.lastname@companydomain.de, etc.)
• Matches people to roles by analyzing job titles and categorizing them

The agent uses multiple tools including web search, web browsing, and LinkedIn integration to gather comprehensive information.

C. Intelligent filtering and data quality

After enrichment, the workflow filters results based on which contacts were successfully found. This allows Dauri to:

• Route companies with CEO contacts to one channel
• Process companies with Energy Managers separately
• Focus on companies with Sustainability Managers
• Handle Finance Manager contacts differently

This filtering ensures that downstream processes receive clean, categorized data.

D. Structured output for downstream use

The workflow returns structured data with all original company fields preserved, plus enriched contact information. Each output includes:

• Company information (ID, ISIN, Type, Country, Location)
• Found contacts with names and emails
• Source URLs for verification
• Clear "NO INFO FOUND" markers when contacts couldn't be located

This structured approach makes it easy to integrate with CRM systems, email tools, and other business applications.

Dauri's automated research workflow demonstrates how Needle's AI agents and workflow automation can transform manual, repetitive tasks into scalable, reliable processes. By combining web search, browsing capabilities, and LinkedIn integration, they've built a system that processes thousands of companies while maintaining data quality and completeness.

If you're looking to automate research, data enrichment, or any process that requires intelligent web interaction, Needle's workflow platform provides the building blocks you need. Start building your automated workflows today and see how quickly you can scale your operations.