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Example routine

Apollo prospect list review

Rank the Apollo accounts and contacts worth outreach this week against your ideal customer profile.

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Suggested rhythm

Weekly

0 9 * * 1

America/Los_Angeles

Expected result

A weekly ranked prospect list with the evidence behind each account, missing contact details, and suggested next steps.

Built for

Sales · Growth

Works with

  • Apollo

What the routine does

Use only approved read-only Apollo tools to review people and organization searches, contacts, and opportunities that match the configured ideal customer profile ({{idealCustomerProfile}}). Rank the accounts most worth outreach this week, note which contacts lack a verified role or recent activity, and cite the Apollo record behind each recommendation. Never send sequences or emails, enroll contacts, or create, update, or delete any Apollo record.

Inputs

  • Ideal customer profile{{idealCustomerProfile}}

    The industries, company sizes, regions, and roles that define a good-fit account.

    Example: B2B SaaS, 50-500 employees, North America, RevOps leaders

Required MCP capabilities

  • Read people and organization searches
  • Read contacts
  • Read opportunities

Permission boundary

Connections do not grant blanket access. Discover the MCP tools, enable only the capabilities this responsibility needs, and give write-like actions a separate automatic-execution confirmation.

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