Morning call list with decision makers and call notes

What it does

Every weekday: the best-rated clinics in your city that you have not called yet, ranked by xMap AI, the top 20 with call notes from an AI agent and their owner or director from Apollo, emailed and added to a Google Sheet.

In one sentence: Mon–Fri at 07:30, in Chicago, find dental clinics and medical clinics in the area, keep only new ones, score and rank them with xMap AI, sort them by fit score and keep the top 20, let the AI agent answer, find the Owner, Managing Director and General Manager with Apollo, then email the list to you and add row in Google Sheets.

Why it is useful

A call list that is ranked and new every day keeps reps on the phone instead of on Google. Only clinics you have not called before come back.

Who it is for

B2B sales & business development. Sales teams, SDRs and founders who need a steady list of the right businesses to call, with the person to ask for. Every use case for b2b sales

Best use cases

• A medical supplies distributor
• A clinic software company
• A healthcare staffing agency
• A lab offering test services to clinics

What each run gives you

• A ranked call list by email
• Rows in your call sheet
• The person to ask for

The time it saves

Mon–Fri at 07:30. Doing the same work by hand takes about 90 minutes each time; it runs about 22 times a month, so it saves about 33 hours a month (an estimate). It is advanced: 10 blocks and 1 tool.

The flow, block by block

1. Every weekday morningTrigger · ScheduleStarts the flow on a timetable.
2. My cityWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
3. Best-rated clinicsxMap data · Nearby placesPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
4. Only clinics not called beforeLogic · Only newLets through only the items this flow has not found before, so a daily flow sends only what is new.
5. Rank them with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
6. Best 20 firstLogic · Sort and limitPuts the items in order, and can keep only the first ones: the 10 best rated, the 20 nearest, the highest fit scores.
7. Call notes from the AI agentxMap AI · AI agentAn AI agent: for each incoming message it thinks, uses the blocks you link to its Tools port (data, xMap AI, lookups, your tables, other flows, apps), remembers the conversation and writes an answer in {{reply}}.
8. Clinics around itxMap data · Nearby placesA tool the AI agent uses when it needs itPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
9. Owner or director, from ApolloYour data · ApolloThe people to talk to at each company, and the company’s details, from your own Apollo account (apollo.io): decision makers by job title with their LinkedIn and work email; or the company’s size, industry, revenue and LinkedIn page; or a person from their email.
10. Email me the listAction · EmailSends one email per run with all the items, or one email per item.
11. Add them to my call sheetApp · Google SheetsCreate, edit, and collaborate on spreadsheets online

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.