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:
Company 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.
Companies from segment — pull companies from a saved segment.
Company search — find companies matching a search.
People search — find people matching a search.
Company lookalikes — find companies that look like a seed domain.
People lookalikes — find people who look like a seed person or company.
Find people at company — find people at each incoming company.
Intelligence enriches and scores records.
AI research — research each record with an AI prompt.
Text — compose a value from earlier steps, no AI and no credits.
Segment fit — attribute each company to your segmentation and score it.
Enrich email and phone — reveal a person's email and phone number.
Crawl website — get each company's page content as markdown.
Google search — search the open web for each record.
Compare websites — compare two domains and label the match.
Flow controls what happens to each record.
Route — send each record to the first matching branch.
Branch — send each record down every branch.
Filter — keep only records that match your conditions.
Delay — pause before the next step.
Parse JSON — read fields out of JSON text.
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: Find people at company 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.