| name | build-list |
| description | Build a list of contacts or companies matching specific criteria. Describe what you're looking for in natural language and get a structured, tabular list you can export. Supports filtering by title, seniority, department, industry, company size, location, tech stack, growth rate, and more. Outputs a clean table artifact. |
Build List
Build a targeted list of contacts or companies from ZoomInfo and output as a structured table.
Input
The user will describe what they want via $ARGUMENTS. Examples:
- "CTOs at Series B+ startups in SF with 50-200 employees"
- "VP of Sales at healthcare companies using Salesforce with 500+ employees"
- "All SaaS companies in EMEA with $10M-$50M revenue"
- "Directors of Engineering at companies similar to Datadog"
- "Marketing leaders at Fortune 500 companies in financial services"
The user may also specify:
- How many results they want (default: 25)
- Whether they want contacts, companies, or both
- Specific fields to include in the output
Workflow
-
Determine list type: Is the user asking for contacts, companies, or both? Default to contacts if they mention titles/roles, companies if they mention firmographics only.
-
Parse criteria from natural language into structured filters:
- Job titles, management levels, departments, job functions → contact filters
- Industry, employee count, revenue, geography, tech stack, company type → company filters
- Growth rate, funding, rankings → company filters
-
Resolve all filter values using lookup before searching. This is critical — do NOT guess values. For every filter you plan to use, call lookup with the corresponding field name to get the valid values and use the returned id values in your search parameters.
-
Execute the search:
- For contacts: Use
search_contacts with all resolved filters. Sort by -contactAccuracyScore. Request up to 100 results.
- For companies: Use
search_companies with all resolved filters. Sort by -employeeCount or -revenue. Request up to 100 results.
- For both: Search companies first, then search contacts at the top results.
-
Enrich top results if the search returns limited detail:
- Use
enrich_contacts (batch of 10) or enrich_companies (batch of 10) on the top results to fill in emails, phones, and other details.
-
Output as a clean table artifact. Create a markdown or CSV artifact the user can copy or export.
Output Format
Search Criteria Applied
Show the user exactly what filters were used so they can verify:
| Filter | Value |
|---|
| Management Level | Vice President |
| Industry | Computer Software |
| Employee Count | 51-100, 101-250 |
| Metro Region | San Francisco-Oakland-Hayward, CA |
| ... | ... |
Contact List (if contact search)
| # | Name | Title | Company | Email | Direct Phone | Accuracy | Location |
|---|
| 1 | | | | | | | |
| 2 | | | | | | | |
Company List (if company search)
| # | Company | Industry | Employees | Revenue | HQ Location | Website | ZoomInfo ID |
|---|
| 1 | | | | | | | |
| 2 | | | | | | | |
List Summary
- Total results found: X (showing top Y)
- Filters applied: [summary]
- Average accuracy score: X (contacts only)
- Data quality: Flag any concerns (low accuracy, stale records)
Refinement Options
If the list is too broad or too narrow, suggest specific filter adjustments:
- "Add
revenue filter to narrow from 847 to ~200 results"
- "Remove metro region filter to expand from 12 to ~150 results"
- "Try adjacent industries: Information Technology Services, Internet"
If the user wants to iterate, they can re-run with adjusted criteria. Suggest the exact modified command.
