Helix: Event Planner

Event Planner

Attendee Intelligence Platform

Schedule

On-demand

Research Vectors

5

Intelligence

Multi-model AI

Enrichment

6 stages

01

Overview

Transforms a raw conference or event attendee list into prioritized buyer intelligence. Upload any CSV or XLSX file — the system automatically detects column formats and maps arbitrary headers to a canonical attendee schema, handling merged fields and non-standard naming conventions without manual configuration. A 6-stage enrichment pipeline then processes each attendee: professional profile verification via LinkedIn, multi-dimensional company research across 5 intelligence vectors (financials, strategic initiatives, recent news, investor activity, and trigger events), and AI-powered buying likelihood scoring calibrated to your specific practice areas. The composite scoring model combines seniority, company financials, strategic fit, trigger signals, and industry alignment into a single actionable prioritization. Batch processing handles events of any size with real-time progress tracking visible in the dashboard. The result is a fully enriched, ranked attendee list with consistent research depth across every person — replacing hours of manual preparation with structured intelligence delivered in minutes.

02

How It Works

1

Attendee list ingestion

Accept any CSV/XLSX format with automatic column detection and encoding validation.

2

Intelligent field mapping

AI-powered mapping of arbitrary column headers to canonical attendee schema. Handles merged fields and non-standard naming conventions.

3

Record creation

Create attendee records in an event-specific Airtable table. Each record includes parsed fields, source file reference, and enrichment status tracking.

4

Professional profile enrichment

Verify and enrich each attendee with current role, tenure, education, career history, and skills.

5

Multi-dimensional company research

5 research dimensions per company: financials, strategic initiatives, recent news, investor/PE activity, and trigger events. Multi-source intelligence ensures comprehensive coverage.

6

AI buying likelihood scoring

Composite scoring combining seniority, company financials, strategic fit, trigger signals, and industry alignment into actionable buyer prioritization.

APIs Used

LinkedIn Serper Apollo Perplexity Claude

Enrichment Depth

5 research vectors per company with multi-source cross-referencing for comprehensive intelligence coverage.

03

The Manual Alternative

Without this agent, preparing for a conference or executive event requires significant manual research per attendee:

Research Task	Manual Effort	Automated
Look up each attendee on LinkedIn	3-5 min per person	Automatic batch enrichment
Research each company (financials, news, strategy)	10-15 min per company	5 intelligence vectors, automated
Assess buying likelihood	Subjective gut feel	AI-scored composite model
Format and prioritize the attendee list	30-60 minutes	Automatic ranking by score
Identify trigger events for conversation starters	Often skipped	Integrated into research vectors

For a 100-person event: 20-30 hours of manual research. The Event Planner delivers deeper intelligence in minutes, with consistent depth across every attendee.