You research a promising lead, drop them into a spreadsheet, finally hit send on the email — and it bounces. Or it lands, but the person changed jobs four months ago and your whole pitch is now aimed at a chair nobody sits in.

This is database decay, and it's relentless. HubSpot pegs B2B data degradation at roughly 30% a year, and sales teams report burning around a quarter of their time just keeping records current. That's hours stolen from the part of the job that actually closes deals.

The usual fix is to build a CRM, wire up enrichment tools, learn their column models, and babysit the whole thing. By the time it's set up, the data inside it is already going stale.

There's a faster way to start, and a much better way to keep it alive.

You don't build the lead system. You describe it.

The old Dotallio asked you to lay out boards and columns by hand. The new Dotallio is chat-first: you say what you want in plain language, and it assembles the board, the columns, sample rows, and the views — then keeps it current for you.

You're not configuring a tool. You're telling Dotallio what your lead list needs to know, and it builds something real you can use the same minute. Everything it produces is a versioned, editable artifact — a board you own, columns you can rename, data you can roll back. Describe it once, refine it forever.

A real session: from "I have nothing" to a living prospect list

Here's what a first sitting actually looks like. Open the chat and type the way you'd brief a smart assistant.

Create a B2B prospect list for my sales consultancy. Columns for contact name, title, company, company size, industry, LinkedIn URL, email, status (New, Researching, Contacted, Qualified, Lost), last touched date, and a notes field. Add a few sample rows so I can see the shape.

Dotallio builds the board: the right column types (a single-select for status, a date for last touched, a URL field for LinkedIn), sample rows so the structure is obvious, and a clean table view you can sort and filter. No column dialogs, no setup wizard.

Already sitting on a messy list? You don't retype it.

Here's my CSV of 80 contacts from a webinar — import it and map the columns to my prospect board.

Dotallio imports the file, lines the fields up against your board, and fills the rows. Got a stack of business cards or a screenshot of a conference attendee list instead? Snap a photo:

Read this photo of business cards and add each person as a new prospect with their name, title, company, and email.

Dotallio's vision OCR reads the image, pulls the structured fields, and drops each person into the board as a real row. The mess becomes data without you touching a keyboard for data entry.

Now the part that matters: the list is bare. You have names and companies, not intelligence. So you ask for it.

Research each company in this board and fill in their industry, rough headcount, what they sell, and any funding or news from the last year. Add a "fit reason" column explaining why each is a good prospect for a sales consultancy.

This is a Smart Workflow. At the higher "smart" levels, Dotallio plans the work — research, then generate, then write — runs live web research on each row, and fills whole columns in bulk. It adds the fit reason column you asked for and writes a real explanation per company, grounded in what it found, not invented from thin air. Eighty rows enriched while you get coffee.

Keeping it alive: the part spreadsheets never do

A static list is dead the moment you save it. The point of a self-updating prospect list is that the freshness is built into the system, not bolted on by you on a Sunday night.

Re-run enrichment on demand. Data drifts. So you refresh it when it matters:

Re-check the titles and recent news for everyone in "Qualified" status and flag any whose role changed since I last touched them.

Dotallio re-researches that slice, updates the fields, and surfaces the changes. When a champion moves to a new company, that's not a broken record — it's a warm-intro opportunity, and now you can see it.

Trigger enrichment automatically. You don't have to remember to run anything. A Smart Workflow can fire on a board event — so when a new row lands in the prospect board, Dotallio researches and enriches it right then. It can also run from a button you press, or from an incoming webhook when a lead comes in from your site form. New lead arrives, comes back filled in. (These are on-demand and event-triggered — Dotallio reacts to something happening, it isn't a cron job grinding away unattended overnight.)

AI columns that fill themselves. Add a column and let the AI keep it populated as rows change — a one-line outreach angle, a priority score from a formula, a summary of the company's last news. Combine that with Google-Sheets-style formulas right in the board: DATEDIF to flag contacts you haven't touched in 90 days, COUNTIF to count how many qualified leads each industry holds, IF to mark anything in the "Lost" column for a quarterly re-check.

Linked records and sub-items. A company isn't one contact. Link multiple people to the same company record, nest the discovery-call notes as sub-items under a prospect, and keep the org chart you're selling into in one place instead of five rows that don't know about each other.

Versioned, editable artifacts. Everything the chat made — the board, an enrichment summary doc, a chart of your pipeline by status — is a deliverable you can edit, roll back to an earlier version, and set visibility on (private, your workspace, or a public link). Ask Dotallio to draft a one-page brief on your top ten prospects and it produces an editable doc that pulls straight from the board data. Want the pipeline visualized?

Make a pie chart of my prospects grouped by status, and a bar chart of qualified leads by industry.

You get real charts as artifacts you can keep, refresh, and share.

What this looks like on a Tuesday

You're a solo sales consultant. Monday you imported 80 webinar signups and asked Dotallio to research and rank them — by lunch you had industry, headcount, recent news, and a fit reason on every row, sorted so the strongest prospects sat up top.

Tuesday morning a Smart Workflow flags that one of your "Qualified" contacts just got promoted to VP and their company announced a funding round. You didn't go looking — the refresh surfaced it. You open the prospect, ask Dotallio for a three-line outreach angle that references the raise, and send a message that sounds like you've been paying attention. Because, through Dotallio, you have.

That afternoon a new lead hits your website form. The webhook fires, Dotallio enriches the row before you've even seen it, and by the time you check the board, the company, headcount, and a fit reason are already there.

No re-research. No stale titles. No Sunday-night data hygiene.

Why this is better

• You describe it, Dotallio builds it. One sentence creates the board, columns, views, and sample data — no manual setup, no learning a column model.
• Enrichment is one prompt, not one hour per lead. Live web research fills whole columns in bulk, with grounded reasons, not guesses.
• The list stays fresh on its own. Re-run on demand, trigger on a new row, or fire from a webhook — freshness is built in, not a chore.
• AI columns and Sheets formulas do the upkeep. DATEDIF, COUNTIF, and IF flag stale contacts and surface buying signals automatically.
• Photos and CSVs become data. Vision OCR reads business cards and screenshots; imports map straight to your board.
• Everything is a versioned artifact. Boards, docs, and charts you can edit, roll back, share, or publish — clean data you can also export to your CRM.

Start with one prompt

You didn't take a sales role to become a data-entry clerk. Every hour spent digging for prospect details is an hour not spent talking to people who might buy.

Open the chat, describe the lead list you wish you had, and let Dotallio build it — then keep it alive for you. Drop in a CSV, a photo of business cards, or just a sentence, and watch a static spreadsheet turn into a system that researches, enriches, and refreshes itself.

Try Dotallio Free and build your self-updating prospect list in the next ten minutes.