Filter Automate

Filter Automate streamlines the onboarding of new Discourse users by automatically enriching their data and notifying your team via Slack. It filters out common personal emails to optimize enrichment costs, identifies high-value leads based on company size and ranking, and ensures timely communication for effective engagement.

7/8/2025
12 nodes
Medium
webhookmediumfilternoopsticky noteclearbitslackadvancedintegrationapicommunicationnotification
Categories:
Communication & MessagingWebhook TriggeredMedium WorkflowMarketing & Advertising Automation
Integrations:
FilterNoOpSticky NoteClearbitSlack

Target Audience

This workflow is ideal for:
- Marketing Teams: Looking to enrich leads and improve targeting strategies.
- Sales Teams: Aiming to identify high-value leads from new sign-ups.
- Customer Support: Wanting to gather detailed user information for better service.
- Data Analysts: Interested in automating data enrichment processes and insights generation.
- Community Managers: Managing user engagement and outreach in platforms like Discourse.

Problem Solved

This workflow addresses the challenge of identifying and enriching high-value leads from new users on a Discourse community. It automates the process of filtering out common personal emails, enriching user data with Clearbit, and notifying relevant teams via Slack when a high-value lead is detected. This reduces manual effort and ensures timely outreach to potential customers.

Workflow Steps

  • Trigger: The workflow starts when a new user signs up on the Discourse platform via a webhook.
    2. Email Filtering: It filters out common personal emails (like Gmail, Yahoo, Hotmail, Proton) to focus on professional leads.
    3. Data Enrichment: If the email passes the filter, it attempts to enrich the user's data using Clearbit. If no data is found, it continues to the next step.
    4. Company Information Retrieval: If enrichment is successful, the workflow retrieves company information based on the user's employment domain.
    5. Lead Qualification: It checks if the lead meets the criteria for high value (e.g., company size and global rank).
    6. Notification: If the lead qualifies, a message is posted in a specified Slack channel, providing details about the new high-value lead, including a link to their LinkedIn profile and an option to send an email.

    • Customization Guide

    Users can customize this workflow by:
    - Changing Filter Criteria: Adjust the email filtering conditions to include or exclude different domains based on their target audience.
    - Modifying Enrichment Services: Integrate additional enrichment services if Clearbit does not meet specific needs.
    - Adjusting High-Value Criteria: Alter the conditions for what constitutes a high-value lead based on metrics relevant to the business.
    - Customizing Slack Notifications: Tailor the message format and content in the Slack notification to align with team communication styles or to include additional data points.
    - Setting Up Additional Nodes: Add more nodes for further processing, such as CRM integration or follow-up tasks.