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HOW IT WORKS
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FIND PEOPLE

People Finder: Hierarchical Title Order

The People Finder Agent finds and enhances profiles from a company website and a list of job titles. The key is ordering those titles from most senior to least senior: the agent tries each in turn and stops at the first match, so you always get the most senior available contact and fall back gracefully when they aren't found. This guide walks the full flow.

STEPS 1–6

Add the agent from the Toolbox and configure its inputs.

STEPS 7–12

Run the column and inspect the results per row.

STEPS 13–16

Transpose the JSON into a clean contact table.

Press or click Start to begin.
1

Open the Toolbox

On your list, the People Finder Agent lives in the Toolbox. Click Toolbox in the top-right corner to open it and search for the tool.

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Open the Toolbox
2

Select the People Finder Agent

Under Find people, locate the People Finder Agent and click it to start setting it up. Each run costs 5 credits per row.

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Select the People Finder Agent
3

Write titles in hierarchical order

In the Analysis Instructions, list your target titles and fallbacks from most senior to least senior.

NOTE The search tries each title in order and stops at the first match, so ordering high to low guarantees the most senior available contact. Example: CEO → CFO → VP Finance → Finance Director.
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Write titles in hierarchical order
4

Choose the website URL column

Open the Choose website URL column dropdown and select Website. A website is a mandatory input for the agent.

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Choose the website URL column
5

Set the email option

Leave Find Email Addresses unchecked if you only need the profile, not email contact information. Enable it when you also want emails.

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Set the email option
6

Create the column

With the inputs set, click Create Column to add the People Finder Agent as a new tool column on your list.

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Create the column
7

Run the column

The new column is empty until you run it. Hover its header and click the play button to start the People Finder Agent.

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Run the column
8

Run all rows

From the run menu, click Run all rows to process every company in your list in one go.

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Run all rows
9

Wait for results to populate

The column shows a running indicator and fills in shortly as each row is processed.

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Wait for results to populate
10

Open a result to inspect it

Click a cell in the People Finder column to open the Data Point Explorer and view the detailed LinkedIn information found for that company.

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Open a result to inspect it
11

Example: a CFO in China

When no CEO is found, the agent falls back down the list. Here a cell returns a CFO identified in Tianjin, China.

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Example: a CFO in China
12

Example: a CEO in the USA

Another row returns the top match, a Chief Executive Officer based in the United States, exactly as requested.

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Example: a CEO in the USA
13

Switch the JSON to a table

People Finder results are stored as JSON. To view them as a table, click the three dots on the column header.

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Switch the JSON to a table
14

Transpose the column

From the column menu, click Transpose Column to reorganize the JSON data in the selected column.

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Transpose the column
15

A new contact table is created

Transposing creates a new table with each contact and their company on its own row, ready to read and export.

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A new contact table is created
16

Read the final results

The transposed table shows the CEO for each company as requested. The fallback titles appear only where a CEO could not be found.

NOTE Fallbacks in this example: CFO, CHRO, VP of Operations, VP of Finance, VP of Engineering, and Head of Safety and Training.
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Read the final results
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