Text · Intelligence · No AI, no credits
Builds a value out of earlier steps' fields and saves it as a new field.
When to use it
Use it whenever you need to stitch values together and nothing needs *deciding* — a subject line, a CRM note, a message body, a combined identifier. If you were about to reach for AI research just to glue two fields together, use this instead: it's instant and free.
What it does
You write a template with @-mentions of earlier fields. For each record, it fills those in and saves the result under the name you choose, for later steps to read.
Configure it
Template — the text to build. Type
@to insert fields from earlier steps, like@Company name — @Segment fit. See Reference earlier steps with @-mentions.Output name — what to call the resulting field, so you can @-mention it downstream.
Cost
No credit cost. See Credits in workflows.
Gotchas
It only assembles text — it doesn't interpret or decide anything. For judgment, scoring, or classification, use AI research.
If a referenced field is empty for a record, that part of the template comes out blank.