Feature
A pipeline is a short sequence you build on a visual canvas. It pulls records from your CRM, enriches them with AI, then updates the record or sends a personalised email from your own inbox. You review a dry-run before anything happens.
How it happens
Support tickets
from Zendesk
Contact & history
context and notes, from Capsule
Draft a reply
for each row, with AI
Add a note
back to the record
Send an email
from your Gmail
Drag a line between steps to connect them. Pull from more than one source, then fan out to update your CRM and send a personalised email, all in one pipeline.
Point a step at your CRM and pull exactly the records you mean. Add another Pull step from a second source and the pipeline merges both into one flow.
Let the AI read each record and add what you need, a score, a one-line summary, or a tailored subject and message, one row at a time.
Write the result back onto the record, or send a personalised email to each from your own Gmail. Same personalisation, whether it is one record or a whole segment.
Running a pipeline previews every change and sends nothing. You review it and apply, and a safety limit bounds how many records one run can touch.
No. You place a few steps on a canvas and map fields by recognising your own data. There is no code.
Only after you approve it. Every run is a dry-run first, and email sends from your own connected Gmail once you review and apply.
Build it once, review the dry-run, and apply when you are ready.
See it for real estate or recruitment.