Enrichment

Enrichment fills in missing contact data - emails, phone numbers, job titles, company info - by querying multiple data providers in sequence until the data is found. This waterfall approach maximizes match rates while minimizing credit spend.

How Enrichment Works

graph8 uses a waterfall strategy: when you enrich a contact, the system queries Provider A first. If it doesn’t find the data, it tries Provider B, then Provider C, and so on. You only pay for the provider that returns a match.

Enriching Contacts

Single Contact

1. Open any contact record
2. Click Enrich
3. graph8 runs the waterfall and fills in missing fields
4. Review the enriched data

Bulk Enrichment

1. Go to Data → Contacts or any contact list
2. Select contacts (or select all)
3. Click Enrich from the bulk actions menu
4. Confirm the credit cost estimate
5. Enrichment runs in the background - results appear as they complete

From the Staging Table

1. Import contacts into a Staging Table (from search, file upload, or CRM sync)
2. Click Enrich on the staging table toolbar
3. Select which fields to enrich (email, phone, company, etc.)
4. Review enriched data before committing to your CRM

Staging Tables

Staging tables are the enrichment workbench - a spreadsheet-like workspace where you import, enrich, transform, and review data before saving it to your CRM.

Creating a Staging Table

1. Go to Data → Staging
2. Click Create Table
3. Name your table and choose a source:
   • Search results - import from a people or company search
   • File upload - CSV, Excel, or paste from clipboard
   • CRM sync - pull existing contacts for re-enrichment
   • Find People - discover contacts at target companies

Working with Staging Data

Action	What It Does
Add columns	Add custom columns for any data point
Enrich	Run waterfall enrichment on selected rows
AI columns	Use AI formulas to generate computed columns (see below)
Export to list	Save enriched contacts to a graph8 list
Send to sequence	Push contacts directly into an outreach sequence

Auto-Enrich

Toggle auto-enrichment on a staging table so new rows are enriched automatically as they arrive. Configure which fields to enrich and set daily credit limits.

AI Formulas

AI formulas let you create computed columns powered by AI. Instead of static formulas, you describe what you want in plain language.

Creating an AI Formula

1. Open a staging table
2. Click Add Column → AI Formula
3. Describe what you want: “Summarize this person’s role in one sentence” or “Score this lead 1-10 based on ICP fit”
4. Select which input columns the AI should use
5. Click Generate - the formula runs across all rows

Use Cases

• ICP scoring - score contacts against your ideal customer profile
• Persona classification - categorize contacts by buyer persona
• Summary generation - create one-line summaries of each contact
• Data cleanup - standardize job titles, fix formatting, deduplicate

Confidence Scoring

AI formula outputs include a confidence score (0-100). Use this to filter low-confidence results before acting on the data - for example, only export rows with confidence above 70.

AI Presets

graph8 includes built-in AI presets for common enrichment tasks like intent classification, lead scoring, and company analysis. Browse presets in the AI column configuration panel, or save your own formulas as templates for reuse.

Waterfall Provider Configuration

Configure which data providers the waterfall uses and in what order:

1. Go to Settings → Enrichment
2. View available providers (Apollo, Hunter, Clearbit, Prospeo, Dropcontact, and more)
3. Set the provider order - graph8 tries providers top-to-bottom
4. Configure authentication credentials per provider
5. Set rate limits and daily usage caps

The waterfall stops as soon as a provider returns a match, so order matters - put your highest-quality providers first.

Find People

Find People discovers contacts at specific companies based on your criteria.

1. Open a staging table
2. Click Find People
3. Configure filters:
   • Job titles - target specific roles
   • Seniority levels - VP, Director, Manager, etc.
   • Departments - Sales, Marketing, Engineering, etc.
   • Company - which companies to search
4. Click Search - results populate the staging table
5. Enrich the results to fill in emails and phone numbers

Routing Rules

Routing rules automate what happens after enrichment completes. Define conditions and actions to route enriched contacts automatically.

Action	Example
Add to list	Enriched contacts with valid email go to “Outbound Ready” list
Add to sequence	High-ICP contacts auto-enroll in a sales sequence
Tag	Contacts from target industries get tagged automatically

Credit Costs

Enrichment consumes credits. Different providers and data types have different costs:

• Email lookup - 1 credit per match
• Phone lookup - 1 credit per match
• Company enrichment - 1 credit per match
• Find People - 1 credit per contact discovered

Before bulk enrichment runs, graph8 shows a credit cost estimate. You can validate available credits before committing.

Tip

Start with email enrichment on your highest-priority lists. Enrich phone numbers only for contacts you plan to call - this saves credits. Use AI formulas to score contacts before enriching, so you spend credits on the best prospects first.

Dynamic Columns

Create computed columns that derive values from existing fields without AI:

• Concatenation - combine first name + last name into a full name column
• Extraction - pull domain from email address
• Formatting - standardize phone numbers, capitalize names

Dynamic columns update automatically when source data changes.

Job Management

Track enrichment progress in real time:

• Progress bar - see how many contacts have been processed
• Per-record status - which contacts succeeded, failed, or are pending
• Pause / Resume / Cancel - control running enrichment jobs
• Retry failed - re-run enrichment on contacts that failed

Large batches process in chunks. You can navigate away while enrichment runs in the background.

Connections

Connect external data sources to your staging tables:

• CRM connections - sync contacts from Salesforce, HubSpot, etc.
• Scheduled syncs - set up recurring imports on a schedule
• Two-way sync - push enriched data back to your CRM

Troubleshooting

Issue	Fix
Low match rates	Try enriching with multiple field types (name + company works better than email alone)
Credits not deducting	Check your credit balance in Settings → Billing
Enrichment stuck	Check the job status in the staging table toolbar - large batches process in chunks
AI formula errors	Ensure input columns have data - AI formulas skip empty rows

Related

• Customer Data Platform → - Managing contacts and companies
• Managing Lists → - Organize enriched contacts into lists
• Sequencer → - Automate outreach to enriched contacts
• Lead Scoring → - Score contacts using enriched data