Skip to main content
Use these steps when a value can’t be pulled from a data provider and instead needs to be computed — by AI from a prompt, by your own formula, or by an autonomous agent acting across a set of records.

Enrich companies with AI

Lets AI complete any field on the company from a prompt you provide. Use it for judgment calls a data provider can’t answer directly, e.g. summarizing a company’s likely pain points from its available data. Settings Output: the company, with the selected AI fields filled in. Requirements: AI-powered step, consumes Enginy credits.

Enrich contacts with AI

Lets AI complete any field on the contact from a prompt you provide. Use it for judgment calls a data provider can’t answer directly, e.g. drafting a one-line summary of a contact’s likely priorities. Settings Output: the contact, with the selected AI fields filled in. Requirements: AI-powered step, consumes Enginy credits.

Evaluate company with formula field

Runs your own code snippet or formula to fill a variable on the company. Use it for deterministic derived values you want computed exactly the same way every time, rather than left to AI judgment. Settings Output: the company, with the selected formula fields filled in.

Evaluate contact with formula field

Runs your own code snippet or formula to fill a variable on the contact. Use it for deterministic derived values you want computed exactly the same way every time, rather than left to AI judgment. Settings Output: the contact, with the selected formula fields filled in.

AI Agent on contacts

Runs an autonomous AI agent with your prompt and the selected Enginy tools over these contacts. The contacts the agent returns continue in the workflow. Use it for multi-step tasks that need the agent to reason and take actions across a set of contacts, rather than fill in a single field. Settings Output: the subset of contacts the agent returns, continuing on to the next step. Requirements: AI-powered step, consumes Enginy credits.

AI Agent on companies

Runs an autonomous AI agent with your prompt and the selected Enginy tools over these companies. The companies the agent returns continue in the workflow. Use it for multi-step tasks that need the agent to reason and take actions across a set of companies, rather than fill in a single field. Settings Output: the subset of companies the agent returns, continuing on to the next step. Requirements: AI-powered step, consumes Enginy credits.