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Update to ZoomInfo
Snapshot Sep 30, 2026 · 22:44 UTC · version 6.1.0
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{
"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.",
"included_files": [],
"skill_md_contents": "---\nname: build-list\ndescription: 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.\n---\n\n# Build List\n\nBuild a targeted list of contacts or companies from ZoomInfo and output as a structured table.\n\n## Input\n\nThe user will describe what they want via `$ARGUMENTS`. Examples:\n- \"CTOs at Series B+ startups in SF with 50-200 employees\"\n- \"VP of Sales at healthcare companies using Salesforce with 500+ employees\"\n- \"All SaaS companies in EMEA with $10M-$50M revenue\"\n- \"Directors of Engineering at companies similar to Datadog\"\n- \"Marketing leaders at Fortune 500 companies in financial services\"\n\nThe user may also specify:\n- How many results they want (default: 25)\n- Whether they want contacts, companies, or both\n- Specific fields to include in the output\n\n## Workflow\n\n1. **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.\n\n2. **Parse criteria** from natural language into structured filters:\n - Job titles, management levels, departments, job functions → contact filters\n - Industry, employee count, revenue, geography, tech stack, company type → company filters\n - Growth rate, funding, rankings → company filters\n\n3. **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.\n\n4. **Execute the search**:\n - For **contacts**: Use `search_contacts` with all resolved filters. Sort by `-contactAccuracyScore`. Request up to 100 results.\n - For **companies**: Use `search_companies` with all resolved filters. Sort by `-employeeCount` or `-revenue`. Request up to 100 results.\n - For **both**: Search companies first, then search contacts at the top results.\n\n5. **Enrich top results** if the search returns limited detail:\n - Use `enrich_contacts` (batch of 10) or `enrich_companies` (batch of 10) on the top results to fill in emails, phones, and other details.\n\n6. **Output as a clean table artifact.** Create a markdown or CSV artifact the user can copy or export.\n\n## Output Format\n\n### Search Criteria Applied\n\nShow the user exactly what filters were used so they can verify:\n\n| Filter | Value |\n|--------|-------|\n| Management Level | Vice President |\n| Industry | Computer Software |\n| Employee Count | 51-100, 101-250 |\n| Metro Region | San Francisco-Oakland-Hayward, CA |\n| ... | ... |\n\n### Contact List (if contact search)\n\n| # | Name | Title | Company | Email | Direct Phone | Accuracy | Location |\n|---|------|-------|---------|-------|-------------|----------|----------|\n| 1 | | | | | | | |\n| 2 | | | | | | | |\n\n### Company List (if company search)\n\n| # | Company | Industry | Employees | Revenue | HQ Location | Website | ZoomInfo ID |\n|---|---------|----------|-----------|---------|-------------|---------|-------------|\n| 1 | | | | | | | |\n| 2 | | | | | | | |\n\n### List Summary\n- **Total results found**: X (showing top Y)\n- **Filters applied**: [summary]\n- **Average accuracy score**: X (contacts only)\n- **Data quality**: Flag any concerns (low accuracy, stale records)\n\n### Refinement Options\nIf the list is too broad or too narrow, suggest specific filter adjustments:\n- \"Add `revenue` filter to narrow from 847 to ~200 results\"\n- \"Remove metro region filter to expand from 12 to ~150 results\"\n- \"Try adjacent industries: Information Technology Services, Internet\"\n\nIf the user wants to iterate, they can re-run with adjusted criteria. Suggest the exact modified command.\n"
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