Pipeline Auto-Enrichment
When a deal lands in a pipeline, the AI fills in missing custom-field values from the contact record, recent emails, meeting transcripts, and connected enrichment providers — so reps don't have to type the same data twice.
Steps
- Add a custom field to a pipeline (e.g. "Budget", "Decision-maker", "Use case").
- Auto-enrichment runs on item creation and on big context changes (new email, meeting transcript).
- Each filled field shows a source badge: user-entered, AI-extracted, or system-derived.
- Hover any AI-filled value to see the supporting evidence (the email/sentence it was extracted from).
Good to know
- You can always overwrite an AI value — the source flips to "user" so it won't be re-overwritten.
- Disable per-pipeline from Pipeline > AI Settings.
Example: A new lead, "Maya at Trellis Robotics", lands in the New Business pipeline from a webform. Auto-enrichment reads her welcome email + the contact's LinkedIn URL and fills in: budget=$25K (extracted from "we're looking at the $20–30K tier"), decisionMaker=Maya (she signed off in the email), useCase="warehouse pick-and-place" (from her demo notes). The AE opens the deal already knowing what to pitch.