> ## Documentation Index
> Fetch the complete documentation index at: https://docs.intentleads.si/llms.txt
> Use this file to discover all available pages before exploring further.

# A daily routine that works

> Check what's new, export only new people, get them into your CRM or sequencer, and reach out while the research is fresh.

At the end of this playbook you'll have a simple rhythm: a few minutes a day to see what's new, an export that only ever brings new people, a route into the tools you already use, and outreach timed while people are still researching.

## Why daily

Intent is a rolling **14-day window**: someone researching your keywords shows up for about two weeks, then drops out if you haven't exported them. Every intent lane is checked every day, for free, so there's something new to look at most mornings. A daily or weekly export means you don't miss anyone.

## The five-minute check

![The Lanes page with available now, this month and last checked for each lane](https://mintcdn.com/intentleads/16GfXNJlPs26aspr/images/app/lanes-list.png?fit=max\&auto=format\&n=16GfXNJlPs26aspr\&q=85\&s=0bc941d428d156a63fabf52f9ab44f0f)

Each morning: what's available now in each lane.

1. On **Lanes**, look at **Available now** and the last 14 days for each lane. A lane that suddenly grows or shrinks is worth a look.
2. Open a lane. **New for you, available now** is what an export would draw from. The date under the title says how fresh the data is.
3. Once a week, open the **Keywords** tab and act on anything flagged **Very broad** or **No signal yet**. See [Choose keywords that work](https://docs.intentleads.si/playbooks/choosing-keywords.md#treat-warnings-as-cues).

## Export only what's new

Every export brings only people you haven't had before, so a daily export never repeats itself:

* **Intent leads** are charged once per billing month, across all your lanes and websites. Someone two lanes both find, or who's still there tomorrow, isn't exported or charged again that month. Next month, someone with fresh research can come back; their lead is marked **Seen Before**, so you can update the record instead of adding a duplicate.
* **Search results** are charged once, ever.
* Each export takes the strongest research first. **Export from all intent lanes** on the Lanes page runs one export across every intent lane, with each person once.

Re-downloading an export is always free, so you never need to export again to get a file back.

## Get leads into your tools

Pick the route that fits how you work. You can mix them.

> [card] [CSV](https://docs.intentleads.si/guides/leads.md)
>
> **Leads** → **Recent exports** → **CSV**, or **Download CSV** for everyone shown. Import it into your CRM or sequencer.

> [card] [API](https://docs.intentleads.si/quickstart.md)
>
> Run an export, then pull `GET /api/v1/leads?since=last` with a `consumer` per tool, so each gets every lead once.

> [card] [CLI](https://docs.intentleads.si/cli.md)
>
> One line in a scheduled job quotes, exports, waits and saves the CSV.

> [card] [AI agent (MCP)](https://docs.intentleads.si/mcp-setup.md)
>
> "Export 50 new people from L1 and give me the CSV." Your agent quotes first.

For example, a job that runs every morning:

```bash theme={"theme":{"light":"github-light","dark":"github-dark"}}
intentleads export --lane all --max 200 --yes --format csv --out "leads-$(date +%F).csv"
```

`--max` caps how many people (and so what you spend) each run. Each person counts once a month, so running it daily never pays twice for the same person.

> [!NOTE]
>
> Exports are pull-only: nothing is bought unless you, your code or your agent asks for it. [Webhooks](https://docs.intentleads.si/guides/removals-webhook.md) push removal requests and website visitors as they happen, but never buy anyone.

When you import, keep `lead_id` (to match removal requests later) and `person_id` (the same person across months and lanes, for deduping). See [Lead fields](https://docs.intentleads.si/lead-fields.md).

![The Leads page with a recent export and a table of leads](https://mintcdn.com/intentleads/16GfXNJlPs26aspr/images/app/leads.png?fit=max\&auto=format\&n=16GfXNJlPs26aspr\&q=85\&s=4dc2d965d715fe91a7c4d715201a4a7a)

Leads: every export, with View and CSV.

## Reach out while the research is fresh

* **Go soon.** The research behind a lead is from the last two weeks. The sooner you reach out after an export, the more likely they're still looking.
* **Strongest first.** Sort by `intent_strength` (high, medium, low) or `intent_score`, and start at the top.
* **Use what they researched.** `keywords_matched` says which of your keywords each person matched. Write about that problem. Don't tell people you saw their research, and never mention a website visit.
* **Check the dates.** `first_seen` and `last_active` show when the research started and when it was last seen.

## Keep your lists clean

* **Removal requests**: when someone asks to be removed, you have 10 business days to delete them from your systems. Check [Removal requests](https://docs.intentleads.si/guides/suppressions.md) weekly, or add a [webhook](https://docs.intentleads.si/guides/removals-webhook.md) so they arrive on their own.
* **Do not contact**: add customers, competitors and anyone who opts out with you, so they're never exported again. See [Leaving out companies and people](https://docs.intentleads.si/guides/exclusions.md).
* **Do-not-call flags**: each mobile carries its own flag (`mobile_on_dnc`, and one per number in `mobiles`). Calling, texting and emailing rules are yours to follow; see the [terms](https://intentleads.si/terms).

![The Webhooks tab in Settings with an Add endpoint button](https://mintcdn.com/intentleads/16GfXNJlPs26aspr/images/app/settings-webhooks.png?fit=max\&auto=format\&n=16GfXNJlPs26aspr\&q=85\&s=445c0e3c87fe916638c0ef60c2d68240)

Settings → Webhooks: send removal requests straight to your CRM.

## A week at a glance

| When | What |
| - | - |
| Every day | Look at **Available now**, export new people, push them to your tools, reach out to the strongest first. |
| Every week | Review each lane's **Keywords** tab and **History**; check removal requests if you don't use a webhook. |
| Every month | See what each lane cost (⌘K → **Billing** in the workspace, under **Where it went**), and rework lanes that don't turn into conversations. |


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