AI Formulas + Conditional Runs

AI Formulas + Conditional Runs

AI formulas and conditional logic enable you to build intelligent workflows that make decisions, generate content, and adapt based on your data in real-time.

AI Formula Capabilities

Use AI to:

• Generate Personalized Content: Create custom email copy, subject lines, and messaging
• Extract Information: Pull specific data points from unstructured text
• Classify and Categorize: Automatically tag and segment records
• Score and Prioritize: Calculate lead scores, fit scores, urgency
• Transform Data: Reformat, translate, or restructure information

Conditional Logic Basics

Create if/then workflows:

IF company_size > 1000 THEN
  Use enterprise messaging
ELSE IF company_size > 100 THEN
  Use mid-market messaging
ELSE
  Use SMB messaging
END

Common Use Cases

Practical applications:

1. ICP Scoring: Score leads based on multiple criteria
2. Channel Selection: Choose best outreach channel per contact
3. Content Personalization: Customize messaging by industry/role
4. Waterfall Logic: Try multiple enrichment sources conditionally
5. Quality Filtering: Only process high-quality records

Advanced AI Formulas

Complex AI operations:

• Multi-Step Reasoning: Chain multiple AI calls together
• Context-Aware Generation: Use multiple data points for better results
• Dynamic Prompts: Adjust AI instructions based on data
• Validation and Retry: Check AI output quality and retry if needed

Best Practices

• Test AI formulas with sample data first
• Set fallback values for edge cases
• Monitor AI output quality regularly
• Use caching to reduce costs
• Document your conditional logic clearly