Intelligent Data Enrichment in Stackby: Leveraging AI Field Agents for People and Companies
Why Stackby’s Approach is Different: Bring Your Own AI
Unlike most tools that lock you into a single, proprietary AI provider and pricing model, Stackby gives you complete control and flexibility:
Bring Your Own Key: Connect directly to leading, top-tier AI models from providers like OpenAI, Google Gemini, Anthropic, or others using your personal API key.
Full Control: You decide how the AI is used, what specific prompts it runs, and how the data is structured and enriched, ensuring outputs meet your exact business needs.
Transparent Costs: AI usage is billed directly to your chosen AI provider (via your own API key), not Stackby. This provides transparent, pay-as-you-go pricing without markups.
How to Add AI for Data Enrichment in Your Stackby CRM
Here is the step-by-step process to set up an AI-powered data enrichment workflow using Stackby's no-code environment.
Step 1: Set Up Your CRM Database
Start with a foundational, relational database structure within Stackby to organize your Sales and Marketing data.
Create a New Stack: From your Stackby dashboard, start a new "Stack" (database).
Create Tables: Create two essential tables and link them:
"Companies": Store business-level data. Include columns for basic data like Company Name, Website, and Status.
"Contacts": Store people-level data. Include columns like Full Name, Email, and a Link to Companies column to connect contacts to their respective businesses.
Step 2: Add AI-Powered Columns (AI Field Agents)
Integrate intelligence directly into your data tables by adding the specialized AI column type.
Select Column Type: In either your "Companies" or "Contacts" table, click the + icon to add a new column.
Choose "AI" Field Agent: Select the AI column type from the column properties menu. This is Stackby's AI Field Agent, which is configured to perform the data enrichment task.
Name Your Column: Give the column a clear, descriptive name reflecting the output, such as "AI-Generated Company Insights," "Industry," or "Professional Summary."
Step 3: Connect Your AI Provider (Bring Your Own Key)
This is the control step where you link your Stackby workspace to your external AI service.
Find Your API Key: Obtain your unique API key from your preferred AI provider (e.g., OpenAI, Gemini, Anthropic).
Paste Key into Stackby: When you configure your new AI column, you will be prompted to paste your API key. Once linked, Stackby acts as the conduit, running your prompts against the provider, with all usage and billing managed by that provider.
Step 4: Craft Your Custom AI Prompt
The power of Stackby's AI lies in the flexibility of its prompting. You instruct the AI precisely on what to find and how to present it.
Define Your Prompt: In the AI column configuration, write your instruction to the AI model.
Use Column Variables: Reference existing column data directly in your prompt using brackets [] to ensure context.
Example Enrichment Prompts
Target Table | Output Column | Example Prompt |
Companies | Industry | "Based on the company website [Website], provide a one-word description of its primary industry." |
Companies | Employee Count | "Based on the company website [Website], estimate the number of employees as a number range (e.g., 50-100)." |
Contacts | Job Title | "Find the current, full job title for [Full Name] at the company with the domain [Companies.Website]." |
Contacts | Professional Summary | "Write a one-paragraph professional summary of [Full Name] at [Companies.Company Name], including their current role and 3-5 key responsibilities based on industry standards." |
By using the AI Field Agent, you turn static data entry fields into dynamic, self-enriching columns, transforming your Stackby CRM into an intelligent sales and marketing powerhouse.
Reference Template: AI People Enrichment
