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Run Actions on Contacts and Companies

The Run Action button on contact and company detail pages lets you execute any AI skill against a single record. The AI receives the full record data as context, so outputs are specific to that person or company - no copy-paste required.

How It Works

  1. Open any contact or company detail page
  2. Click the lightning bolt icon in the page header
  3. Search or scroll to select an action
  4. The action runs with this record’s data automatically injected as context
  5. Results appear in a panel - you can copy or close when done

The panel stays open while the action runs and shows a completion time when finished.

What Actions Are Available

The dropdown shows all enabled AI actions configured for your organization. These are the same actions available in the AI Agents section.

Actions that appear here:

TypeDescription
ResearchSummarize company news, find trigger events, identify pain points
PersonalizationGenerate an opening line, write a tailored email, draft a connection note
AnalysisQualification scoring, fit assessment, competitive context
EnablementMeeting prep notes, talk track suggestions, objection handling

Actions must be enabled in AI Agents to appear in this list. Only AI-powered (LLM) actions are shown here - automation and webhook actions are not.

Context Injection

When you run an action from a contact page, the action receives:

  • First name, last name, job title, company name
  • Email address and phone number
  • Location, LinkedIn URL
  • Any custom fields on the record

When run from a company page, the action receives:

  • Company name, domain, industry
  • Employee count, revenue range, location
  • Technologies, keywords, description
  • Any custom fields on the record

The AI uses this data for variable substitution in action templates and as background context in its prompt.