Introduction

The Scrape and Categorize Leads template on Oppz.ai automates lead qualification by scraping websites from a Google Sheet and classifying them as target or non-target customers based on your description. You update two nodes on the canvas to input a Google Sheet URL and a target website description, and the workflow updates your sheet with classifications and justifications. It’s perfect for sales teams, marketers, or businesses looking to prioritize leads efficiently.

Benefits

• Efficient: Processes multiple websites in one run.
• Precise: AI classifications align with your target criteria.
• Transparent: Justifications explain every decision.

Step-by-Step Instructions

1. Load the Template

• Log into Oppz.ai.
• Navigate to the template library and select Scrape and Categorize Leads.
• Click Proceed with Template to add it to your canvas.

2. Update the Nodes

Once the template loads, you’ll see the workflow on your canvas with two key nodes to configure:

Updating Google Sheets Node:

• Click the node to open its settings.
• Paste the URL of your Google Sheet (e.g., https://docs.google.com/spreadsheets/d/abc123).
• Ensure your sheet has three columns:
  • Lead Website (e.g., https://example.com)
  • Target Website? (leave blank; the workflow fills this)
  • Justification (leave blank; the workflow fills this)