Workflow control
Can your team see and change the inclusion logic? Where are exceptions reviewed? Does a draft remain separate from sending?
COMPARISONS / CHECKED JULY 20, 2026
Sales-intelligence platforms, enrichment workflows, AI SDR tools, and agent-native skills can all produce a prospect list. The meaningful differences are setup, control, evidence visibility, data dependency, and cost structure.

DATED METHOD TABLE
Checked July 20, 2026. This comparison describes general operating models, not unpublished vendor capabilities. Confirm current terms, security documentation, integrations, and pricing with each provider.
| Dimension | Seat platform | Workflow builder | Agent-native skill |
|---|---|---|---|
| Setup path | Workspace and user provisioning | Connectors plus authored workflow | Package install plus runtime configuration |
| Primary task model | Navigate product modules | Execute a predefined graph | Describe a bounded task to an agent |
| Evidence visibility | Varies by interface and provider | Depends on mapped fields and logs | Designed to return task, finding, and source context |
| Human review | Depends on team process | Must be designed into the workflow | Explicit checkpoint before downstream action |
| Data coverage | Provider-dependent | Connector-dependent | Configured-source-dependent |
| Cost model | Often seat, credit, or contract based | Often platform plus provider usage | Runtime and configured provider costs; exact package terms must be checked |
| Security disclosure | Review vendor documentation | Review platform and every connector | Review package, runtime, provider access, and local secret handling |
“Depends” and “must be checked” are deliberate. A public page that does not verify a detail is not evidence for a favorable or unfavorable claim.
SAMPLE OUTPUT
Fit: conditional
Role: operations leader, authority unconfirmed
Next check: validate region and current initiative
CONTROL LEDGER
Can your team see and change the inclusion logic? Where are exceptions reviewed? Does a draft remain separate from sending?
Which sources contribute each field? How are freshness, waterfall order, suppression, export, correction, and deletion handled?
Where does execution occur? What network access is required? How are provider credentials stored, rotated, and revoked?
Model seats, credits, provider usage, runtime, implementation, quality review, and switching effort against a measured workflow.
Use a small, known account set. Record accuracy, missing evidence, review effort, and provider usage rather than relying on a feature checklist alone.