Steps are the building blocks of a workflow. Each does one job and hands its results to the next. Steps are grouped into five layers, and most workflows use them in this order.
Start with these five
Most workflows only need a handful of steps. Before browsing the full library, these cover the majority of first builds:
Companies search or People search — bring records in.
Filter — keep only the ones that matter.
Send companies to CRM or Send people to CRM — get the results where you work.
Notify — hear about matches in Slack as they happen.
The rest of the library is here for when you need something more specific — AI research, routing, scoring, and so on.
The layers
Sourcing brings records into the workflow.
Segment TAM — pull companies from a saved segment.
Companies search — find companies matching a search.
People search — find people matching a search.
Company lookalike — find companies that look like a seed domain.
People lookalike — find people who look like a seed person or company.
Extract people from companies — find people at each incoming company.
Intelligence enriches and scores records.
AI research — research each record with an AI prompt.
Segment & score — attribute each company to your segmentation and score it.
Enrich — reveal a person's email and phone number.
Fetch website — get each company's page content as markdown.
Google search — search the open web for each record.
Website similarity — compare two domains and label the match.
Flow controls what happens to each record.
Activation does something with the results.
Records: companies and people
Records flow through a workflow as either companies or people. Most steps work on one or the other: you can't send companies to a step that expects people. The builder only offers steps that fit what's flowing at that point, and greys out the rest.
One step changes the type: Extract people from companies takes companies in and produces the people found at each. See Companies vs people in a workflow.
Cost
Sourcing, enrichment, and AI steps cost credits per record or per result. Flow steps and notifications are free. Each step shows its cost on its card. See Credits in workflows.