Sales Data Management & Enrichment

Build a lead table that runs a workflow for each row, enriches the company record, and writes a fit score with supporting evidence.

Prepare the table and workflow

Create input columns such as company_name and domain, plus output columns such as industry, fit_score, fit_reason, and source_urls.

Build a workflow that accepts the input values, looks up the company with your chosen integration or research tools, and returns a structured result. Give the Agent explicit scoring criteria. For example, define which industries qualify and how missing evidence should affect the result.

Connect the workflow to rows

  1. Add a workflow group to the table and select the enrichment workflow.
  2. Map the row's company name and domain to the workflow inputs.
  3. Select and map the output columns. One row run can fill several columns.
  4. Run a single row and compare the values and cited sources with the company you intended to enrich.
  5. Run a small selection of rows. Enable Auto-run workflow only when new or changed rows should run automatically.

Configure workflow dialog with multiple output columns, Auto-run, and Run after settings

Check the result

Test a company with a known domain, an ambiguous company name, and a row missing both. Confirm that uncertain matches are identified instead of receiving an unsupported score.

Open an output cell's menu to inspect the row's execution trace. If a run fails, inspect the failed block and rerun that row after fixing the cause. When one enrichment stage depends on another, configure Run after dependencies.

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