# Requirements: Lead Enrichment Autopilot

> **Version 2.0.0 · Last updated 2026-10-22 · Estimated setup time: 30–60 minutes (plus run time)**

Use this checklist before you hand CLONE-INSTRUCTIONS.md to your clone. Your clone will also check most of this during discovery.

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## 1. Required skills / operators

Names below are the exact operator names. Confirm them against your skill catalog (your clone will report what it finds).

| # | Skill / operator | What it's used for | Notes |
|---|---|---|---|
| 1 | **`GoogleSheets-Operator`** or **`Microsoft_Excel`** | The working file: read the list; add the Enriched Leads, Needs Review, Run Summary and Lookup Cache tabs | Google Sheets or an Excel workbook (OneDrive) |
| 2 | **Web research** (the clone's research tools) | Domains, firmographics, public titles, LinkedIn URLs, best-guess emails and phones | Results are always marked UNVERIFIED with a source URL and confidence |

Skill names can differ slightly between orgs. Confirm the exact names in your skill catalog before saving the skill.

> `Clone-Lead-Generation-Skill` finds NEW leads. It doesn't enrich an existing list.

Verified email/phone data needs a paid data provider. If your org adds an operator for one, add it as an extra step. It isn't required for this use case.

## 2. Required connections and permissions

| Connection | Minimum permission | Why |
|---|---|---|
| Google or Microsoft 365 account | Sheets/Drive (or Excel/OneDrive) **read + edit** on the shared list | Read the list; add new tabs and columns |
| Email (only if you want the summary) | **Send** | Run summary only, to `{SUMMARY_RECIPIENTS}` |
| Salesforce (only if `{CRM_SYNC}` = salesforce) | **Read** Contacts, Leads, Accounts; **edit** only the fields to fill | Optional write-back, empty fields only |
| HubSpot (only if `{CRM_SYNC}` = hubspot) | **Read** contacts and companies; **edit** only the properties to fill | Optional write-back, empty properties only |

All connections are made by **you** through sign-in (OAuth) in the platform. Your clone never needs your password.

**Before anything else: connect your account and make sure the clone is switched on / active.** It's the most common reason setup stalls.

## 3. Optional add-ons

| Add-on | Adds | Exact names |
|---|---|---|
| **CRM write-back** | Fill empty Salesforce or HubSpot fields from the Enriched Leads tab | `SalesforceContactOperator`, `SalesforceLeadOperator`, `SalesforceAccountOperator`; `HubspotContactOperator`, `HubspotCompanyOperator` |
| **Pipeline script** | A repeatable script you run yourself (same hygiene, match key, confidence and output columns) | `Clone_Code` |
| **Summary email** | Run summary to `{SUMMARY_RECIPIENTS}` | `GoogleGmailOperator` or Outlook email operator |
| **Scheduled task** | 90-day re-enrichment refresh | Platform feature |

Verified email/phone data needs a paid data provider. If your org adds an operator for one, add it as an extra step. It isn't required for this use case.

### CRM concept mapping (Salesforce ⇄ HubSpot)

| Generic concept | Salesforce | HubSpot |
|---|---|---|
| **Contact** | Contact (`SalesforceContactOperator`) | Contact (`HubspotContactOperator`) |
| **Lead** (unqualified person) | Lead (`SalesforceLeadOperator`) | Contact (Lifecycle stage = Lead) |
| **Account / company** | Account (`SalesforceAccountOperator`) | Company (`HubspotCompanyOperator`) |
| **Custom fields** (source, confidence, enrichment date) | Custom fields (`__c`) | Custom properties |
| **Do-not-contact flag** | Email Opt Out / Do Not Call | Unsubscribed / marketing contact status |

Field names vary by setup. Create custom fields for source, confidence and enrichment date before turning on write-back, so originals are never overwritten.

### Google Workspace ⇄ Microsoft 365

| Concept | Google Workspace | Microsoft 365 |
|---|---|---|
| Working file | `GoogleSheets-Operator` | `Microsoft_Excel` |
| Email (summary) | `GoogleGmailOperator` | Outlook email operator |

## 4. Data prerequisites

- [ ] **A header row** and one row per person.
- [ ] **At least one identifier per row:** work email, LinkedIn URL, or full name + company (name + company domain is much better).
- [ ] **A copy of the list** for the test batch.
- [ ] **A current do-not-contact list** (opt-outs, deletion requests, competitors you don't want to enrich).
- [ ] **A country column or default country**, so phones can be formatted to E.164.
- [ ] **A lawful basis** to process this personal data (GDPR/CCPA), confirmed with your privacy lead.

## 5. Supported list sources

| Source | Notes |
|---|---|
| **Google Sheets** | Share with the clone (edit access). Results go to new tabs |
| **Excel / CSV** | Workbook in OneDrive via `Microsoft_Excel`, or upload. Results come back as a workbook |
| **Salesforce or HubSpot list** | Export it to a sheet first. The CRM is only written to if `{CRM_SYNC}` is set |

## 6. Roles and permissions

| Who | Needs to |
|---|---|
| **Clone admin** | Switch the clone on, attach skills/operators, approve the plan, save the skill, approve the credits and time estimate |
| **Account owner** | Connect Google/Microsoft 365 and share the sheet with the clone |
| **CRM admin** (if writing back) | Connect Salesforce or HubSpot, create custom fields, grant limited write access |
| **Privacy / legal lead** | Confirm lawful basis and the do-not-contact process |
| **Reviewer** (SDR / ops) | Work through the Needs Review tab |

## 7. Estimated setup time

| Step | Time |
|---|---|
| Pre-flight check (this doc) + connect account | 5–10 min |
| Clone discovery + placeholders + plan | 10–15 min |
| Share sheet, do-not-contact list | 5–20 min |
| Test batch + review estimate | 10–15 min |
| **Total setup** | **30–60 min** |
| Full run (1,000 rows) | A few hours (example: about 3.5 hours at 4 rows per minute) |

## 8. Pre-flight checklist

- [ ] My Google (or Microsoft 365) account is connected to the clone
- [ ] The clone is switched on / active
- [ ] `GoogleSheets-Operator` or `Microsoft_Excel` is available
- [ ] Web research is available
- [ ] My list has a header row and an identifier per row
- [ ] I've made a copy for the test batch
- [ ] I have a current do-not-contact list
- [ ] I've decided `{FIELDS_TO_FILL}`, `{CREDIT_BUDGET}` and `{CONFIDENCE_THRESHOLD}`
- [ ] I've tried the "Credits & time estimator" with my own numbers
- [ ] (Optional) Salesforce or HubSpot connected, with custom fields created
- [ ] I understand this enriches existing contacts and does not find new leads
- [ ] I understand emails and phones are best guesses marked UNVERIFIED

## 9. You're ready when…

- ✅ Your account is connected and the clone is switched on.
- ✅ The required items in section 1 are attached and signed in.
- ✅ Your list is shared with the clone and you have a test copy.
- ✅ You have answers for the placeholders (or are happy with the defaults).
- ✅ You've set a credit budget you're comfortable with.
- ✅ Your do-not-contact list is ready.

Then download **CLONE-INSTRUCTIONS.md** and give it to your clone.