Step 0: Download/Extract Patents
Ready
Download via PatentsView API or use the alternate extractor. You can also upload CSV/XLSX or raw XML directly from USPTO.
Step 1: Integrate Existing Data
Ready
Load downloaded patent files and compare against existing CSV databases to identify new patents and people that need processing. This step prevents duplicate work and saves API costs.
Step 2: Data Enrichment
Ready
Enrich patent inventor and assignee data using PeopleDataLabs API. This adds email addresses, LinkedIn profiles, current job information, and more contact details.
📊 Generate Complete Database Exports
Generate 'all' and 'current' base CSV files. These files include all enriched data from the database and take longer to process.
Step 3: Integration with Microsoft Dynamics CRM
Coming Soon
Automatically import enriched patent data and contact information into Microsoft Dynamics CRM. Create leads, contacts, and opportunities for business development outreach.
Step 4: Automating Email Outreach
Coming Soon
Send personalized outreach emails to patent inventors and assignees. Automatically compose emails based on patent details and enriched contact information for business development opportunities.
Step 5: Reporting
Coming Soon
Generate comprehensive reports on patent processing pipeline performance, enrichment success rates, CRM integration metrics, and email outreach campaign results.