Case Study
Turning Leads With No Contact Info Into Reachable Contacts With One AI Agent AI Agent
A business with a steady stream of new leads landing in its CRM, none of them with an email address to actually reach out.
The Client
They had the leads. They just didn't have a way to reach them.
Our client runs a high-volume lead pipeline inside monday.com, which they use as their CRM. New leads are added to that pipeline automatically by another agent, so the top of the funnel takes care of itself. The problem came right after.
The leads landed with no email addresses. A pipeline full of potential clients is only useful if you can actually contact them, and every one of these leads arrived as a name and a company with no way to reach out.
Filling that gap by hand meant looking up each lead one at a time. Fine for one or two. Not fine when new leads are arriving all day.
"A pipeline full of leads you can't email is just a list."
The Objectives
They wanted the missing emails filled in automatically, inside the CRM they already use.
Three clear goals to close the gap between a lead being captured and a lead being reachable.
01
Fill in the missing emails automatically
Every lead that lands without an email should get one found and added, with no one doing it by hand.
02
Keep it inside their existing CRM
The lookup should happen right inside monday.com, with no new tool for the team to learn or check.
03
Make it scale
Whether one lead comes in or hundreds, the same hands-off process should handle all of them.
The Challenge: Full Pipeline, No Way to Reach It
Leads were arriving automatically, but every one of them was a dead end without an email.
The first half of the process already worked. Leads were being captured and added to the monday.com CRM by another agent, so the pipeline filled itself. But the leads came in incomplete, with the email field empty every time.
Closing that gap manually meant someone taking each lead, going to a lookup tool, finding the email, and pasting it back into the CRM. One lead at a time. That is slow, easy to fall behind on, and it does not scale with the volume of leads coming in.
The real cost was not the lookups themselves. It was a pipeline that looked full but could not be worked. Leads sitting untouched because no one had gotten to their email yet, opportunities cooling while they waited, and a sales process bottlenecked on a step software should be handling.
The Solution
Meet Emily, a custom AI agent that finds the missing emails and adds them to the CRM automatically.
One Thing Simpler built Emily, an AI agent that lives alongside the client’s CRM and does one job well: turn an incomplete lead into a reachable one. When a lead needs an email, Emily finds it and writes it back, no manual steps in between.
Connected to the CRM
Emily reads the lead and company information straight from monday.com, so she works from the data the team already has.
Powered by Wiza
She passes that information to Wiza, a specialized lookup tool, to find the lead’s verified email address.
Writes back automatically
The email is pulled straight back into monday.com and added to the right lead. Nothing to copy, paste, or reconcile.
Status-driven and hands-off
The whole thing runs on status. Add the company name and the lead moves from “needs lookup” to “looking up” to done on its own. The team just watches the email appear.
Works with any CRM
monday.com is simply this client’s tool of choice. Because Emily connects through an API, the same workflow can run on any CRM that has one.
What Changed
What they can do now
Result 01
Leads arrive ready to work
Every lead that lands without an email now gets one found and added automatically. The pipeline goes from a list of names to a list of contacts the team can actually reach.
Result 02
No more manual lookups
Nobody copies a lead into a lookup tool and pastes the result back anymore. Emily handles the whole round trip, so the team’s time goes to selling, not data entry.
Result 03
It scales with the volume
One lead or hundreds, the process is the same. As more leads flow in, Emily keeps up without anyone adding a step.
Result 04
Built into the tools they already use
The lookup happens inside the CRM the team already lives in, with no new platform to learn. And because it runs through an API, the same setup travels to any CRM.
The Takeaway
They didn't need to chase down emails one by one. They needed a teammate who does it automatically.
By adding one custom AI agent to the workflow, the client closed the gap between a lead being captured and a lead being reachable. Emily fills in what was missing, inside the tools they already use, without a single manual lookup.
Filling the gap automatically
Missing emails found and added the moment a lead needs one.
Keeping the team in one place
Everything happens inside the CRM they already use.
Freeing the team to sell
Less time hunting for contact details, more time working the pipeline.