Auto, Leads & Prospecting

Leads is where a company builds its own prospect lists. You describe the kind of company or person you want to reach in plain English, Neotask researches them, and the result is a structured, reviewable table saved to that company.

Every list belongs to one company. Leads captured for one company are never visible to another, and never leave the tenant that captured them.

This guide covers the first run, day-to-day searching, reading and exporting a list, how billing works, and how your autonomous agents can use the same system.

Where Leads Lives

Open a company, then select the Leads tab.

What you see depends on whether that company has used Leads before:

Leads is per company. Turning it on for one company does nothing to the others.

First Run: Setting Up Lead Finding

The first time you open Leads for a company, Neotask offers to set up lead finding for it. This is a full-screen flow, and it exists so your very first search already knows who the company is and who it sells to.

The setup moves through these stages:

  1. Preparing: Neotask reads what the company already knows about itself: its profile, its plan, its goals, and anything captured during company onboarding.
  2. Review: you see the prospect profile it drafted: what the company sells, who it sells to, and the kind of buyer worth targeting. Everything here is editable. Correct it now and every later search starts from the corrected version.
  3. Running: your first search runs immediately using that profile.
  4. Complete: the workspace opens with your first lead table in it.

You Can Leave

Once the first search starts, it runs on Neotask servers, not in the window. You can close the page, switch companies, or quit the app. The search keeps going and the results are waiting when you return.

Because of that, there is no cancel button during the first search. The action offered is Run in background, which simply lets you leave.

Correcting The Profile Later

The profile is not frozen after setup. Say what changed in the chat and the next search uses the correction:

We stopped selling to agencies. Focus on in-house marketing teams at B2B SaaS companies.

The Leads Workspace

The workspace has three panels.

1. Conversation rail (left)

Every lead conversation for this company, newest first. Select one to reopen it with its full history and the lists it produced.

Starting a new conversation does not start the company over. The company keeps one lead workspace, so a new conversation reuses the same prospect profile and the same captured history. Ask for something different, not something disconnected.

The rail collapses when you want the table full width.

2. Results pane (middle)

Five views, described in detail below.

3. Chat (right)

Where you describe what you want. The message box is always available, so you can queue a refinement while a search is still running.

Above the input, suggestion chips offer useful next actions based on what the company already has. They float above the composer and never push the conversation around.

The Five Views

Overview

Orientation for the whole company:

Searches

Every search this company has run, with its brief and its state:

State Meaning
Running working now; results appear as they are captured
Completed finished and captured to a lead table
Succeeded finished and returned results
Failed stopped on an error; nothing captured
Cancelled stopped by you or an agent

Select a search to see its brief, its runs, and the table it produced.

Prospects

Every captured lead for the company in one place, across all lists. This is the view to use when you want to answer "do we already have this person?" before spending anything on a new search.

Lead tables

The captured result tables, newest first. One finished search produces one table.

Runs

The individual execution attempts behind each search, including continuations. Useful when a search was refined several times and you want to see what each pass added.

Describe what you want in plain English. Specific briefs produce better tables than broad ones.

Weak brief

Find me some leads

Strong briefs

Find heads of marketing at B2B SaaS companies in the US with 50 to 200 employees that recently raised a Series A.

Find operations managers at independent dental practices in Texas with more than three locations.

Find agency owners in the UK who publish case studies about paid social and have a team page listing at least five people.

If a brief is too vague to run well, Neotask tightens it with you first rather than spending on a weak search.

Refining Instead Of Restarting

To adjust a search, continue it rather than starting a new one. Continuing keeps the rows already captured and builds on them.

Same list, but only companies with in-house engineering teams.

Add a verified work email for each of these rows.

Drop anyone without a LinkedIn profile, then find twenty more like the rest.

Starting fresh when you meant to refine discards context and costs more.

While A Search Runs

Reading A Lead Table

Lead tables use the same table as Tasks and Goals: the same sorting, the same column behavior, the same horizontal scrolling for wide tables. Scroll sideways to reach every column; nothing is hidden.

Click any row to open the full lead detail. The table shows a summary. The detail panel shows everything captured for that lead, including fields too long for a cell.

Columns You May See

Research returns whatever it finds, so tables vary. Neotask recognizes common fields and renders them appropriately:

Group Fields
Person name, title, photo
Company company, website, about
Contact email
Social linkedin, twitter, facebook, crunchbase
Assessment fit, signal, evidence, confidence, why, status

Anything unrecognized still appears as a normal column. Nothing is dropped for not matching a known shape.

Duplicates

If a lead already exists in another list for this company, the row is flagged with an information icon showing where else it appears.

Duplicates are flagged, never removed. A row stays in the list it was captured in, because a list is a record of what a specific search found. Removing rows would silently rewrite that record.

When you want a clean file, use Export CSV without duplicates.

Exporting

Two options from a lead table:

Use Company Files when the list should feed further automation. Use CSV when it is going to a person or another tool.

Billing

The first 25 leads each month are included. After that, delivered leads draw from your Neotask credit balance.

The Overview panel always shows the current position: how many are included, how many are used, how many remain, and when the allowance resets. Trust that panel over any number written here, because the allowance is set on our servers and can change without an app update.

Two details worth knowing:

The allowance is included leads, not a cap. Running past it does not stop lead finding. It bills.

Lead finding always uses Neotask credits. It runs on Neotask servers, so it uses Neotask credits in every AI mode, including when your assistant is running on your own sign-in or your own API key. Bringing your own model key changes where your assistant runs. It does not change where lead research runs.

A search that returns nothing still represents work performed, so usage is metered on the work rather than counted per row. Cost per lead is therefore an average that moves with how hard a brief is to satisfy. Tight, well-specified briefs are cheaper per useful lead than broad ones.

Using Leads With Agents

Leads is fully available to autonomous agents and company orchestrators, per company and per item. An agent can check what the company already holds, run a search, refine it, and read the results, all inside the same governed system you use.

Free reads

These never spend. They only read this company's own records:

Tool Purpose
leads_overview orientation: counts and recent searches
leads_prospect_search search already-captured leads across every list
leads_lists list the captured lead tables
leads_list_read read one captured table
leads_search_status check searches, poll a running one

Spending actions

These do real work and require human approval every time:

Tool Purpose
leads_search_start start a brand new search
leads_search_continue continue an existing search: refine or enrich it

leads_search_cancel stops a running search. Rows already captured are kept.

The read tools and the spending tools are separate by design, so an agent can look before it spends and can never reach a spending action through a read.

Expected agent behavior

A well-behaved agent checks stored records before starting anything new, tightens a vague brief before running it, and continues an existing search instead of starting a second one for the same goal. The built-in lead-finding skill enforces exactly that sequence.

Automating It

Because the tools are available to the planner, lead finding can run as scheduled or triggered work:

Every Monday, check our lead lists and find twenty new prospects matching our best-fit profile, then add them to Company Files.

The spend approval still applies. A scheduled search asks before it spends.

What Leads Does Not Do

Leads builds and enriches lists. It is deliberately not an outreach tool.

Export the list and use your own outreach tooling to contact anyone on it.

Common Questions

Does a new conversation start the company over? No. One company keeps one lead workspace, one prospect profile, and one captured history. A new conversation reuses all of it.

Can I close the app while a search runs? Yes. Searches run on Neotask servers. Close the page or quit the app and the results are waiting when you return.

Why is a lead in two lists? Because two searches both found it. It is flagged, not removed, so each list stays a true record of what that search found. Use Export CSV without duplicates for a clean file.

Why did a search return fewer rows than I asked for? The brief was narrower than the available data. Broaden one constraint at a time, continuing the same search rather than starting over.

Does my own API key make lead finding free? No. Lead finding runs on Neotask servers and uses Neotask credits in every AI mode.

Can I change the monthly included amount? It is set on our servers, not in the app. The Overview panel always shows the current figure.