Octopi / Use cases
Everything Octopi can do
Use cases, comparisons & guides
Octopi turns a plain-English task into a finished spreadsheet, on your Mac. Here are the jobs people use it for, how it compares to other tools, and step-by-step guides.
Use cases
Fill website, industry, size and work email for each company, with a source on every cell.
Research each row and create Salesforce records — deduped and verified.
Discover and verify work email addresses row by row, with a source on each.
Research each row and create HubSpot contacts and companies — deduped and verified.
Create and update Pipedrive organizations, people and activities from a sheet — checked for duplicates, verified.
Build a list of the right people at a company, filtered by role and region.
Auto-collect news about a company or a list, deduped and newest-first, from many sources.
Pull the fields you need from a list of websites into a spreadsheet, with sources.
Check a list of email addresses and mark each valid, invalid, catch-all or unknown.
Templates
Add website, category, pricing page, funding and a work email to a list of SaaS companies.
Find HR / talent / recruiting people at a list of companies, filtered by role and region.
Research a list of VC firms or investors — focus, website, portfolio, a contact — into a sheet.
Enrich a list of UK and EU companies with website, registry number, industry and a contact.
Research a list of healthcare / biotech companies — specialty, website, size and a contact.
Standardize, fill gaps and flag duplicates in a CRM export before you re-import it.
Pull competitors’ plans and prices from their pricing pages into a sheet, and re-check for changes.
Turn a list of local businesses into a lead list — website, phone, email, with sources.
Compare
Research and enrich lists on your own Mac — no cloud tables, your data, your keys.
Research and enrich prospect lists on your Mac with your own providers — no seats, no cloud.
Automate browser research from plain English on your Mac — no playbooks to wire up.
Find and verify work emails across a list on your Mac, with your own provider keys.
Enrich companies and contacts on your Mac with your own providers — no HubSpot subscription required.
An honest 2026 roundup of AI research & enrichment tools, for Mac users.
An honest 2026 list of Clay alternatives — cloud and local-first.
An honest 2026 roundup of data-enrichment tools, cloud and local-first.
Guides
A step-by-step guide to enriching a spreadsheet of companies with research data.
A plain explainer: what an AI research agent is, how it differs from chatbots and scrapers.
What runs on your Mac, what goes online, and the optional cloud features.
Chat with open-weight models on your Mac — documents, the web and your CRM, not only spreadsheets.
The five things to control, why GDPR and the CLOUD Act matter, and a checklist for any AI tool.
What each label releases, the OSI definition, and how Llama, Qwen, Mistral and Gemma licenses compare.
How much memory each model size needs, what quantization is, and setup with Ollama or an app.
A practical checklist for teams putting CRM or spreadsheet data into AI tools.
Privacy, cost and quality compared — and when a hybrid of the two makes sense.